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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
BHIA
1201
Birch Hill Investment Advisors
Massachusetts
$287K +$258K +1,446 New
BJL
1202
Brighton Jones LLC
Washington
$285K -$170K -951 -40%
NEPPG
1203
New England Professional Planning Group
Rhode Island
$284K
EWA
1204
EverSource Wealth Advisors
Alabama
$283K -$64.3K -360 -20%
MSFS
1205
Main Street Financial Solutions
Pennsylvania
$283K +$254K +1,425 New
VF
1206
Vest Financial
Virginia
$283K +$254K +1,423 New
BOSSRA
1207
B.O.S.S. Retirement Advisors
Utah
$282K -$45K -252 -15%
GBT
1208
Grove Bank & Trust
Florida
$281K -$6.79K -38 -3%
BHWM
1209
Bar Harbor Wealth Management
New Hampshire
$281K -$7.14K -40 -3%
GIA
1210
Guyasuta Investment Advisors
Pennsylvania
$281K
SFS
1211
Stiles Financial Services
Minnesota
$280K -$4.46K -25 -2%
SIC
1212
Salem Investment Counselors
North Carolina
$280K -$8.39K -47 -3%
NRC
1213
New Republic Capital
North Carolina
$279K -$10.5K -59 -4%
AA
1214
Alta Advisers
United Kingdom
$278K
AIM
1215
AMI Investment Management
Indiana
$278K
AHC
1216
Adell Harriman & Carpenter
Texas
$277K +$24.8K +139 +11%
DLCIG
1217
D.L. Carlson Investment Group
New Hampshire
$277K +$15.9K +89 +6%
AR
1218
Apeiron RIA
Texas
$277K -$5.18K -29 -2%
IIA
1219
ICW Investment Advisors
Arizona
$277K +$249K +1,393 New
PCIG
1220
Partners Capital Investment Group
Massachusetts
$277K +$249K +1,393 New
CRI
1221
Colonial River Investments
Virginia
$275K +$247K +1,383 New
FL
1222
Fort LP
Maryland
$274K +$893 +5 +0.4%
RIG
1223
Renaissance Investment Group
Massachusetts
$274K +$247K +1,381 New
B
1224
Bailard
California
$274K
UF
1225
Univest Financial
Pennsylvania
$273K -$10K -56 -4%

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.