We are live on ! Find out more
ADTN icon

Adtran

170 hedge funds and large institutions have $1.35B invested in Adtran in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 13

16% more funds holding

Funds holding: 147170 (+23)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

11% less capital invested

Capital invested by funds: $1.51B → $1.35B (-$159M)

69% less call options, than puts

Call options by funds: $5.27M | Put options by funds: $17.1M

Holders
170
Holders Change
+23
Holders Change %
+15.65%
% of All Funds
4.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
36
Increased
54
Reduced
56
Closed
13
Calls
$5.27M
Puts
$17.1M
Net Calls
-$11.8M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$3.42M -$85.6K -3,321 -2%
ECM
52
Empire Capital Management
Connecticut
$3.42M +$3.61M +140,000 New
AQR Capital Management
53
AQR Capital Management
Connecticut
$3.23M -$3.26M -126,400 -49%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$3.14M -$30.9K -1,200 -0.9%
Bank of America
55
Bank of America
North Carolina
$3.11M +$1.92M +74,602 +141%
JP Morgan Chase
56
JP Morgan Chase
New York
$3.09M +$2.44M +94,702 +298%
AllianceBernstein
57
AllianceBernstein
Tennessee
$3.06M -$27.6K -1,071 -0.8%
U
58
UBS
Switzerland
$2.64M +$2.78M +107,963 +28,562%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.63M +$12.9K +500 +0.5%
PPA
60
Parametric Portfolio Associates
Washington
$2.49M +$594K +23,071 +29%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$2.46M -$6.75M -261,819 -72%
TBAM
62
True Bearing Asset Management
California
$2.42M +$25.8K +1,000 +1%
Comerica Bank
63
Comerica Bank
Texas
$2.38M +$241K +9,349 +11%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$2.27M +$1.83K +71 +0.1%
SI
65
Scout Investments
Missouri
$2.17M -$114K -4,427 -5%
TA
66
Teachers Advisors
New York
$2.1M
KAM
67
Keeley Asset Management
Illinois
$1.94M +$33K +1,280 +2%
Two Sigma Investments
68
Two Sigma Investments
New York
$1.78M +$1.88M +73,122 New
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$1.72M -$29.5K -1,144 -2%
ProShare Advisors
70
ProShare Advisors
Maryland
$1.65M +$510K +19,784 +42%
Millennium Management
71
Millennium Management
New York
$1.62M +$1.71M +66,321 New
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$1.56M
Swiss National Bank
73
Swiss National Bank
Switzerland
$1.53M +$335K +13,000 +26%
DC
74
Deere & Company
Illinois
$1.51M +$153K +5,931 +11%
GIA
75
Gateway Investment Advisers
Ohio
$1.48M

ADTN Hedge Fund Activity: Q1 2014 in Review

170 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q1 2014, worth a combined $1.35B — down 11% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ADTN positions and 13 closed out — a net gain of 23 holders — while 54 added to existing stakes and 56 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $18M. The largest seller was Citadel Advisors, cutting an estimated $59.5M.

  • 170 institutional investors held Adtran (ADTN) as of Q1 2014, up from 147 in Q4 2013.
  • Funds reported $1.35B of Adtran stock for Q1 2014, down 11% quarter-over-quarter.
  • 36 funds opened new Adtran positions in Q1 2014 and 13 closed out, a net change of +23 holders.
  • The largest Adtran buyer in Q1 2014 was VOYA Investment Management, an estimated $18M added.
  • The largest Adtran seller in Q1 2014 was Citadel Advisors, an estimated $59.5M sold.

Based on aggregated 13F filings for Q1 2014.