We are live on ! Find out more
ADTN icon

Adtran

187 hedge funds and large institutions have $1.2B invested in Adtran in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 89 increasing their positions, 33 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

710% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $401K

170% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 33

104% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 27

42% more capital invested

Capital invested by funds: $844M → $1.2B (+$352M)

15% more funds holding

Funds holding: 163187 (+24)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

19.08% less ownership

Funds ownership: 98.03%78.95% (-19%)

Holders
187
Holders Change
+24
Holders Change %
+14.72%
% of All Funds
3.22%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
55
Increased
89
Reduced
33
Closed
27
Calls
$3.25M
Puts
$401K
Net Calls
+$2.85M
Net Calls Change
+$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$11.1M +$5.26M +241,274 +74%
Principal Financial Group
27
Principal Financial Group
Iowa
$8.97M +$1.99M +91,279 +25%
Deutsche Bank
28
Deutsche Bank
Germany
$8.96M +$9.43M +432,411 +1,724%
Goldman Sachs
29
Goldman Sachs
New York
$8.57M +$5.96M +273,304 +166%
Verition Fund Management
30
Verition Fund Management
Connecticut
$8.31M +$8M +366,601 +635%
PCM
31
Penserra Capital Management
California
$8.3M +$3.85M +176,682 +71%
HIM
32
Herald Investment Management
United Kingdom
$7.83M +$8.73M +400,000 New
LAM
33
Lapides Asset Management
Connecticut
$7.68M
WVP
34
Worth Venture Partners
New Jersey
$5.8M +$6.46M +296,241 New
Ameriprise
35
Ameriprise
Minnesota
$5.54M +$1.78M +81,720 +41%
Bank of America
36
Bank of America
North Carolina
$4.67M +$568K +26,045 +12%
AC
37
AWH Capital
Texas
$4.45M +$2.9M +133,000 +141%
Grantham, Mayo, Van Otterloo & Co (GMO)
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.27M +$4.21M +193,076 +775%
DekaBank Deutsche Girozentrale
39
DekaBank Deutsche Girozentrale
Germany
$4.18M +$4.79M +219,630 New
1CM
40
1492 Capital Management
Wisconsin
$4.07M +$24K +1,101 +0.5%
Amundi
41
Amundi
France
$4.01M +$4.23M +193,915 New
MPAM
42
Monarch Partners Asset Management
Massachusetts
$3.98M +$2.26M +103,371 +104%
RHJA
43
Rice Hall James & Associates
California
$3.86M -$1.02M -46,576 -19%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$3.71M +$1.34M +61,244 +48%
N
45
Nuveen
North Carolina
$3.53M +$628K +28,768 +19%
Swiss National Bank
46
Swiss National Bank
Switzerland
$3.4M +$1.52M +69,478 +67%
JP Morgan Chase
47
JP Morgan Chase
New York
$3.37M +$90.5K +4,149 +2%
Legal & General Group
48
Legal & General Group
United Kingdom
$3.34M +$1.15M +52,818 +45%
TCM
49
Tieton Capital Management
Washington
$3.25M -$20.3K -930 -0.6%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$3.22M +$622K +28,509 +21%

ADTN Hedge Fund Activity: Q3 2022 in Review

187 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q3 2022, worth a combined $1.2B — up 42% from $844M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ADTN positions and 27 closed out — a net gain of 28 holders — while 89 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $75.3M. The largest seller was Susquehanna International Group, cutting an estimated $13.6M.

  • 187 institutional investors held Adtran (ADTN) as of Q3 2022, up from 163 in Q2 2022.
  • Funds reported $1.2B of Adtran stock for Q3 2022, up 42% quarter-over-quarter.
  • 55 funds opened new Adtran positions in Q3 2022 and 27 closed out, a net change of +28 holders.
  • The largest Adtran buyer in Q3 2022 was BlackRock, an estimated $75.3M added.
  • The largest Adtran seller in Q3 2022 was Susquehanna International Group, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2022.