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Adtran
ADTN

Overview Fund Activity

174 hedge funds and large institutions have $1B invested in Adtran in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 23 closing their positions.

Holders
174
Holders Change
-6
Holders Change %
-3.33%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
21
Increased
61
Reduced
77
Closed
23
Calls
$460K
Puts
$67K
Net Calls
+$393K
Net Calls Change
-$2.96M

Top Buyers

1
AAP
1
Ardsley Advisory Partners
Connecticut
$9.11M
2
NIM
2
Needham Investment Management
New York
$14.9M
3
MIIM
3
Mesirow Institutional Investment Management
Illinois
$3.35M
4
CCM
4
Cinctive Capital Management
New York
$15.9M
5
DnB Asset Management
5
DnB Asset Management
Norway
$44.3M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$19.5M
2
BCA
2
Bernzott Capital Advisors
California
$12M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$24M
4
SC
4
Shellback Capital
Massachusetts
$0
5
WHG
5
Westwood Holdings Group
Texas
$31.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$8.48M 534,608 -21,415 -4%
Morgan Stanley
27
Morgan Stanley
New York
$7.02M 442,590 -117,278 -21%
Principal Financial Group
28
Principal Financial Group
Iowa
$6.77M 426,903 -9,009 -2%
First Eagle Investment Management
29
First Eagle Investment Management
New York
$5.45M 343,582 +195,522 +132%
LAM
30
Lapides Asset Management
Connecticut
$5.41M 340,800 -51,500 -13%
Citadel Advisors
31
Citadel Advisors
Florida
$5.27M 332,070 +132,079 +66%
HIM
32
Herald Investment Management
United Kingdom
$4.76M 300,000 – –
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$4.63M 292,162 +169,789 +139%
Goldman Sachs
34
Goldman Sachs
New York
$4.62M 291,536 +69,306 +31%
First Trust Advisors
35
First Trust Advisors
Illinois
$4.56M 287,252 +13,448 +5%
AC
36
AWH Capital
Texas
$4.36M 275,000 – –
Bank of America
37
Bank of America
North Carolina
$4.27M 269,219 -117,162 -30%
WVP
38
Worth Venture Partners
New Jersey
$4.21M 265,692 -27,598 -9%
FP
39
Foundry Partners
Minnesota
$4.14M 260,811 +98,416 +61%
Ameriprise
40
Ameriprise
Minnesota
$4.07M 256,923 -16,681 -6%
Squarepoint
41
Squarepoint
New York
$3.78M 238,123 +185,072 +349%
DekaBank Deutsche Girozentrale
42
DekaBank Deutsche Girozentrale
Germany
$3.69M 238,289 +28,786 +14%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.46M 217,989 – –
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$3.39M 213,405 +11,257 +6%
MIIM
45
Mesirow Institutional Investment Management
Illinois
$3.35M 211,395 +211,395 New
RHJA
46
Rice Hall James & Associates
California
$2.95M 185,958 -3,880 -2%
PCM
47
Penserra Capital Management
California
$2.77M 174,770 -10,502 -6%
Legal & General Group
48
Legal & General Group
United Kingdom
$2.75M 173,703 -2,007 -1%
1CM
49
1492 Capital Management
Wisconsin
$2.73M 172,248 -33,411 -16%
Skandinaviska Enskilda Banken (SEB)
50
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.66M 167,890 +15,349 +10%
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