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Analog Devices

1,580 hedge funds and large institutions have $87.5B invested in Analog Devices in 2023 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 544 increasing their positions, 588 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 92

20% more funds holding in top 10

Funds holding in top 10: 4655 (+9)

15% more capital invested

Capital invested by funds: $76.1B → $87.5B (+$11.3B)

13% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.16B

8% more funds holding

Funds holding: 1,4641,580 (+116)

1.55% more ownership

Funds ownership: 87.27%88.82% (+1.6%)

7% less repeat investments, than reductions

Existing positions increased: 544 | Existing positions reduced: 588

Holders
1,580
Holders Change
+116
Holders Change %
+7.92%
% of All Funds
23.04%
Holding in Top 10
55
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+19.57%
% of All Funds
0.8%
New
225
Increased
544
Reduced
588
Closed
92
Calls
$1.32B
Puts
$1.16B
Net Calls
+$156M
Net Calls Change
+$197M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
976
Capstone Investment Advisors
New York
$539K -$2.92M -16,378 -86%
KFA
977
Kapstone Financial Advisors
Ohio
$539K +$35.7K +200 +8%
MFG
978
Merit Financial Group
Georgia
$538K -$374K -2,093 -44%
SP
979
Symmetry Partners
Connecticut
$538K -$85.4K -478 -15%
MA
980
Mutual Advisors
Nebraska
$537K +$38.2K +214 +9%
CA
981
CoreCap Advisors
Michigan
$536K +$118K +662 +33%
AA
982
Ancora Advisors
Ohio
$533K +$480K +2,687 New
HWMG
983
Hurlow Wealth Management Group
Indiana
$533K -$14.3K -80 -3%
ACM
984
Advisors Capital Management
New Jersey
$528K +$475K +2,658 New
ACM
985
Argent Capital Management
Missouri
$526K
LA
986
Legacy Advisors
Pennsylvania
$524K -$3.21K -18 -0.7%
CWAG
987
Compton Wealth Advisory Group
Virginia
$524K
WT
988
Whittier Trust
California
$523K -$29.1K -163 -6%
TCA
989
Transcend Capital Advisors
New Jersey
$523K -$1.79K -10 -0.4%
SIM
990
Sentry Investment Management
Wisconsin
$522K -$50.4K -282 -10%
Los Angeles Capital Management
991
Los Angeles Capital Management
California
$521K
HAG
992
HF Advisory Group
Maryland
$518K +$139K +780 +43%
POIA
993
Pin Oak Investment Advisors
Texas
$517K
LAM
994
Lakewood Asset Management
Illinois
$516K -$136K -759 -23%
CT
995
Colonial Trust
South Carolina
$513K
FMLI
996
Fukoku Mutual Life Insurance
Japan
$512K
VVP
997
Venture Visionary Partners
Ohio
$511K +$48.2K +270 +12%
SP
998
Stablepoint Partners
Massachusetts
$509K +$458K +2,563 New
PCS
999
Personal CFO Solutions
New Jersey
$509K -$16.4K -92 -3%
MCM
1000
Manchester Capital Management
Vermont
$501K +$7.86K +44 +2%

ADI Hedge Fund Activity: Q4 2023 in Review

1,580 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Analog Devices (ADI) for Q4 2023, worth a combined $87.5B — up 15% from $76.1B a quarter earlier.

Buyers outnumbered sellers: 225 funds opened new ADI positions and 92 closed out — a net gain of 133 holders — while 544 added to existing stakes and 588 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.21B. The largest seller was Wellington Management Group, cutting an estimated $716M.

  • 1,580 institutional investors held Analog Devices (ADI) as of Q4 2023, up from 1,464 in Q3 2023.
  • Funds reported $87.5B of Analog Devices stock for Q4 2023, up 15% quarter-over-quarter.
  • 225 funds opened new Analog Devices positions in Q4 2023 and 92 closed out, a net change of +133 holders.
  • The largest Analog Devices buyer in Q4 2023 was Morgan Stanley, an estimated $1.21B added.
  • The largest Analog Devices seller in Q4 2023 was Wellington Management Group, an estimated $716M sold.

Based on aggregated 13F filings for Q4 2023.