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Adtran

152 hedge funds and large institutions have $350M invested in Adtran in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $919K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more capital invested

Capital invested by funds: $315M → $350M (+$34.4M)

1.22% less ownership

Funds ownership: 75.8%74.57% (-1.2%)

3% less funds holding

Funds holding: 157152 (-5)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

38% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 69

Holders
152
Holders Change
-5
Holders Change %
-3.18%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
43
Reduced
69
Closed
23
Calls
$3.21M
Puts
$919K
Net Calls
+$2.29M
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$2.6M +$879K +157,946 +56%
Renaissance Technologies
27
Renaissance Technologies
New York
$2.37M -$1.56M -280,000 -41%
HIM
28
Herald Investment Management
United Kingdom
$2.37M
NIMC
29
Nierenberg Investment Management Company
Washington
$2.03M +$1.91M +343,110 New
Ameriprise
30
Ameriprise
Minnesota
$2.03M -$247K -44,436 -11%
Goldman Sachs
31
Goldman Sachs
New York
$1.69M -$728K -130,872 -31%
WPC
32
White Pine Capital
Minnesota
$1.67M +$834K +149,770 +114%
Tudor Investment Corp
33
Tudor Investment Corp
Connecticut
$1.64M +$916K +164,541 +147%
Invesco
34
Invesco
Georgia
$1.54M -$2.62K -471 -0.2%
Squarepoint
35
Squarepoint
New York
$1.47M -$441K -79,182 -24%
N
36
Nuveen
North Carolina
$1.35M
Amundi
37
Amundi
France
$1.28M -$125K -22,477 -9%
Skandinaviska Enskilda Banken (SEB)
38
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.28M +$59.9K +10,758 +5%
Marshall Wace
39
Marshall Wace
United Kingdom
$1.27M -$1.28M -230,336 -52%
N
40
Numerai
California
$1.24M -$10.8K -1,934 -0.9%
AQR Capital Management
41
AQR Capital Management
Connecticut
$1.17M +$976K +175,272 +771%
ECM
42
ExodusPoint Capital Management
New York
$1.17M +$1.1M +197,116 New
CSS
43
Cubist Systematic Strategies
Connecticut
$1.16M +$365K +65,600 +51%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$1.12M -$736K -132,164 -41%
TI
45
Trexquant Investment
Connecticut
$984K -$716K -128,596 -44%
HF
46
HRT Financial
New York
$953K -$1.34M -240,763 -60%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$939K -$362K -65,120 -29%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$746K +$1.89K +339 +0.3%
JP Morgan Chase
49
JP Morgan Chase
New York
$741K +$75K +13,478 +12%
Barclays
50
Barclays
United Kingdom
$686K +$66.1K +11,880 +11%

ADTN Hedge Fund Activity: Q3 2024 in Review

152 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q3 2024, worth a combined $350M — up 11% from $315M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ADTN and 18 opened new positions — a net loss of 5 holders — while 69 trimmed existing stakes and 43 added.

The largest buyer was Westerly Capital Management, adding an estimated $4.15M. The largest seller was Citadel Advisors, cutting an estimated $4.1M.

  • 152 institutional investors held Adtran (ADTN) as of Q3 2024, down from 157 in Q2 2024.
  • Funds reported $350M of Adtran stock for Q3 2024, up 11% quarter-over-quarter.
  • 18 funds opened new Adtran positions in Q3 2024 and 23 closed out, a net change of -5 holders.
  • The largest Adtran buyer in Q3 2024 was Westerly Capital Management, an estimated $4.15M added.
  • The largest Adtran seller in Q3 2024 was Citadel Advisors, an estimated $4.1M sold.

Based on aggregated 13F filings for Q3 2024.