Adams Natural Ownership

PEO Fund

USD 23.86 0.43 1.84%

Adams Natural holds a total of 24.08 Million outstanding shares. 30% of Adams Natural Resources outstanding shares are owned by other corporate entities. Institutional investors are typically referred to investors that purchase positions in a given stock to benefit from reduced commissions. Consequently, institutional investors are subject to different rules and regulations than regular investors. Please look out for any change in current institutional holding as this could mean something significant has changed at the company or is about to change. Please note that no matter how many assets the company secures, if the real value of the entity is less than the current market value, you may not be able to make money on it.

Some institutional investors establish a significant position in funds such as Adams Natural in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Adams Natural, and when they decide to sell, the fund will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.

Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Adams Natural Resources. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in income.

Adams Fund Ownership Analysis

The fund generated five year return of 12.0%. Adams Natural Resources last dividend was 0.4 per share. Equity Energy It is possible that Adams Natural Resources fund was delisted, renamed or otherwise removed from the exchange. To find out more about Adams Natural Resources contact Mark Stoeckle at 410-752-5900 or learn more at https://www.adamsfunds.com.

Institutional Fund Holders for Adams Natural

EPOL	iShares MSCI Poland	Etf
FRDM	Freedom 100 Emerging	Etf
JOMEX	Johcm Emerging Markets	Mutual Fund
JOMMX	Johcm Emerging Markets	Mutual Fund
EUROX	Emerging Europe Fund	Mutual Fund

Adams Natural Outstanding Bonds

Adams Natural issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Adams Natural Resources uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Adams bonds can be classified according to their maturity, which is the date when Adams Natural Resources has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	Dana 575 percent Corp Bond US235822AB96	View
	Volcan Compania Minera Corp Bond USP98047AC08	View
	Boeing Co 2196 Corp Bond US097023DG73	View
	HSBC Holdings PLC Corp Bond US404280DR76	View
	MPLX LP 4125 Corp Bond US55336VAK61	View
	MPLX LP 52 Corp Bond US55336VAL45	View
	International Game Technology Corp Bond US460599AD57	View
	BNP Paribas FRN Corp Bond USF1R15XK367	View

View All Adams Natural Corporate Bonds

Pair Trading with Adams Natural

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Adams Natural position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Adams Natural will appreciate offsetting losses from the drop in the long position's value.

Moving together with Adams Fund

0.65

UTG

Reaves Utility If

Pair Corr

Moving against Adams Fund

0.74	TWN	Taiwan Closed	Pair Corr
0.54	ESDIX	Ashmore Emerging Markets	Pair Corr
0.48	SWSFX	Ultra Short Fixed	Pair Corr
0.48	MURSX	Msif Real Estate	Pair Corr
0.47	AQMIX	Aqr Managed Futures	Pair Corr

The ability to find closely correlated positions to Adams Natural could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Adams Natural when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Adams Natural - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Adams Natural Resources to buy it.

The correlation of Adams Natural is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Adams Natural moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Adams Natural Resources moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Adams Natural can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Other Information on Investing in Adams Fund

Adams Natural financial ratios help investors to determine whether Adams Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Adams with respect to the benefits of owning Adams Natural security.

	Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
	Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
	Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities
	Bonds Directory Find actively traded corporate debentures issued by US companies

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