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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
AWM
1476
Avior Wealth Management
Nebraska
$24.3K
ME
1477
McIlrath & Eck
Washington
$24.2K +$179 +1 +0.8%
TWP
1478
TFO Wealth Partners
Ohio
$23.8K -$179 -1 -0.8%
CQS
1479
Credential Qtrade Securities
$22.6K
OCM
1480
Orion Capital Management
California
$22K
RDIA
1481
RE Dickinson Investment Advisors
Iowa
$22K
HF
1482
Halpern Financial
Virginia
$21.9K -$6.25K -35 -23%
BONH
1483
Bank of New Hampshire
New Hampshire
$21.8K
LFA
1484
Legend Financial Advisors
Pennsylvania
$21.8K
APC
1485
Aspire Private Capital
North Carolina
$21.7K +$179 +1 +0.9%
CFO
1486
CVA Family Office
Colorado
$21.6K +$19.5K +109 New
AWM
1487
Abound Wealth Management
Tennessee
$21.3K +$2.5K +14 +15%
AW
1488
Avion Wealth
Texas
$21K +$1.07K +6 +6%
CYG
1489
Clean Yield Group
Vermont
$20.8K
VWA
1490
Valued Wealth Advisors
Utah
$20.8K +$21.3K +119 New
PP
1491
Paloma Partners
Connecticut
$20.6K +$18.6K +104 New
CAM
1492
Close Asset Management
United Kingdom
$20K
WIA
1493
Wetzel Investment Advisors
Indiana
$20K +$18.2K +102 New
AWM
1494
AllSquare Wealth Management
New York
$19.9K
IRC
1495
Investors Research Corp
Georgia
$19.5K
CJ
1496
Caitlin John
Michigan
$18.9K +$17K +95 New
RAM
1497
Readystate Asset Management
Illinois
$18.7K +$16.8K +94 New
TSWM
1498
Tyler-Stone Wealth Management
Ohio
$18.3K +$12K +67 +268%
CMA
1499
Cedar Mountain Advisors
Oregon
$18.1K
LFG
1500
Larson Financial Group
Missouri
$16.9K -$1.43K -8 -9%

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.