We are live on ! Find out more
ADTN icon

Adtran

153 hedge funds and large institutions have $1.51B invested in Adtran in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $4.37M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

4% more funds holding

Funds holding: 147153 (+6)

2% more capital invested

Capital invested by funds: $1.48B → $1.51B (+$34.1M)

32% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 66

Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
4.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
23
Increased
45
Reduced
66
Closed
16
Calls
$12.9M
Puts
$4.37M
Net Calls
+$8.57M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$8.01M +$253K +9,753 +3%
TCM
27
Tieton Capital Management
Washington
$7.88M +$2.58M +99,450 +51%
TCIM
28
TIAA CREF Investment Management
New York
$7.63M -$215K -8,309 -3%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$7.35M +$283K +10,896 +4%
KCM
30
Kingdon Capital Management
New York
$6.58M +$6.4M +246,882 New
TA
31
Teachers Advisors
New York
$6.56M +$4.34M +167,421 +212%
FCM
32
Frontier Capital Management
Massachusetts
$6.21M -$164K -6,330 -3%
HW
33
Hancock Whitney
Mississippi
$6.03M +$5.87M +226,200 New
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$6.02M +$1.07M +41,080 +22%
RFC
35
Russell Frank Company
Washington
$5.08M -$2M -76,934 -29%
Charles Schwab
36
Charles Schwab
California
$4.97M +$101K +3,904 +2%
DCM
37
Decade Capital Management
New York
$4.89M +$4.76M +183,678 New
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$4.67M
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$4.53M +$513K +19,800 +13%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$4.31M -$361K -13,907 -8%
AIG
41
American International Group
New York
$4.27M -$83K -3,201 -2%
EGM
42
Espalier Global Management
New York
$4M -$2.59M -100,000 -40%
SONJCPFA
43
State of New Jersey Common Pension Fund A
New Jersey
$4M
PCM
44
Palisade Capital Management
New Jersey
$3.94M -$5.83K -225 -0.2%
Principal Financial Group
45
Principal Financial Group
Iowa
$3.91M +$80.4K +3,100 +2%
NFA
46
Nationwide Fund Advisors
Ohio
$3.91M +$72.7K +2,805 +2%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$3.71M +$3.61M +139,116 New
AllianceBernstein
48
AllianceBernstein
Tennessee
$3.69M -$486K -18,752 -12%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$3.5M -$44.1K -1,700 -1%
Invesco
50
Invesco
Georgia
$3.4M +$397K +15,313 +14%

ADTN Hedge Fund Activity: Q3 2013 in Review

153 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q3 2013, worth a combined $1.51B — up 2.3% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ADTN positions and 16 closed out — a net gain of 7 holders — while 45 added to existing stakes and 66 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $47.1M. The largest seller was Fidelity Investments, cutting an estimated $53.2M.

  • 153 institutional investors held Adtran (ADTN) as of Q3 2013, up from 147 in Q2 2013.
  • Funds reported $1.51B of Adtran stock for Q3 2013, up 2.3% quarter-over-quarter.
  • 23 funds opened new Adtran positions in Q3 2013 and 16 closed out, a net change of +7 holders.
  • The largest Adtran buyer in Q3 2013 was Citadel Advisors, an estimated $47.1M added.
  • The largest Adtran seller in Q3 2013 was Fidelity Investments, an estimated $53.2M sold.

Based on aggregated 13F filings for Q3 2013.