ADAM NAT RES FD INC

PEO

Data as of Q4 2025

Track which institutional investors hold this security, how their positions are changing, and whether consensus is bullish or bearish. Listed on US.

SymbolPEO

CUSIP00548F105

Type

mutual_fund

ClassCOM

SEC EDGAR Source

Institutional Holders

Total Institutional Value

$136.5M

Institutional Consensus

Price History

Institutional Holders(Showing 5 of 36)

Filer	Action	Shares	Value	Portfolio Weight	Est. P&L	Conviction
Saba Capital Management, L.P.	Increased	2.7M(+0.4%)	$58.7M	1.7%	+12.27%	46
MORGAN STANLEY	Increased	978,343(+6.9%)	$21.3M	0.0%	+7.29%	30
ROYAL BANK OF CANADA	Decreased	519,439(-0.4%)	$11.3M	0.0%	+10.80%	0
LAZARD ASSET MANAGEMENT LLC	Decreased	508,966(-0.2%)	$11.1M	0.0%	+70.56%	0
Pathstone Holdings, LLC	Decreased	253,677(-4.1%)	$5.5M	0.0%	+8.27%	0

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