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Adtran
ADTN

170 hedge funds and large institutions have $1.09B invested in Adtran in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $2.6M | Put options by funds: $771K

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

20% more capital invested

Capital invested by funds: $905M → $1.09B (+$181M)

20% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 51

10% more funds holding

Funds holding: 155 → 170 (+15)

4.05% more ownership

Funds ownership: 90.71% → 94.76% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
61
Reduced
51
Closed
15
Calls
$2.6M
Puts
$771K
Net Calls
+$1.83M
Net Calls Change
+$36K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$6.27M
2
Millennium Management
Millennium Management
New York
+$6.06M
3
Norges Bank
Norges Bank
Norway
+$4.87M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$3.9M
5
NC
Nokomis Capital
Texas
+$3.55M

Top Sellers

1
Invesco
Invesco
Georgia
-$6.83M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$4.65M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$3.63M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.04M
5
SBIA
Sheaff Brock Investment Advisors
Indiana
-$2.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
DRZID
51
DePrince Race & Zollo Inc (DRZ)
Florida
$2.52M -$3.63M -164,233 -61%
BIM
52
Bogle Investment Management
Massachusetts
$2.41M +$2.22M +100,405 New
HSA
53
Hussman Strategic Advisors
Maryland
$2.4M – – –
Morgan Stanley
54
Morgan Stanley
New York
$2.36M -$2.1M -94,771 -49%
CS
55
Credit Suisse
Switzerland
$2.35M +$948K +42,868 +78%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$2.32M – – –
Legal & General Group
57
Legal & General Group
United Kingdom
$2.28M +$93.8K +4,241 +5%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$2.28M -$1.59M -71,737 -43%
DCM
59
Dean Capital Management
Kansas
$2.15M -$670K -30,275 -25%
Allianz Asset Management
60
Allianz Asset Management
Germany
$2.12M – – –
TA
61
Teachers Advisors
New York
$2.04M -$36.4K -1,647 -2%
Swiss National Bank
62
Swiss National Bank
Switzerland
$1.93M – – –
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.86M -$188K -8,493 -10%
Los Angeles Capital Management
64
Los Angeles Capital Management
California
$1.85M +$526K +23,780 +44%
Robeco Institutional Asset Management
65
Robeco Institutional Asset Management
Netherlands
$1.76M – – –
KeyBank National Association
66
KeyBank National Association
Ohio
$1.61M -$19.9K -900 -1%
AllianceBernstein
67
AllianceBernstein
Tennessee
$1.6M -$92.9K -4,200 -6%
DCM
68
Dupont Capital Management
Delaware
$1.55M +$1.43M +64,419 New
Canada Life
69
Canada Life
Manitoba, Canada
$1.53M -$102K -4,595 -7%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$1.5M +$1.39M +62,686 New
Jennison Associates
71
Jennison Associates
New York
$1.45M -$121K -5,480 -8%
AQR Capital Management
72
AQR Capital Management
Connecticut
$1.4M +$774K +35,005 +150%
PI
73
PineBridge Investments
New York
$1.38M -$249K -11,274 -16%
Wells Fargo
74
Wells Fargo
California
$1.38M +$452K +20,443 +55%
Comerica Bank
75
Comerica Bank
Texas
$1.35M -$515K -23,260 -27%
1 2
3
4 5

ADTN Hedge Fund Activity: Q3 2017 in Review

170 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q3 2017, worth a combined $1.09B — up 20% from $905M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ADTN positions and 15 closed out — a net gain of 16 holders — while 61 added to existing stakes and 51 trimmed.

The largest buyer was Bank of America, adding an estimated $6.27M. The largest seller was Invesco, cutting an estimated $6.83M.

  • 170 institutional investors held Adtran (ADTN) as of Q3 2017, up from 155 in Q2 2017.
  • Funds reported $1.09B of Adtran stock for Q3 2017, up 20% quarter-over-quarter.
  • 31 funds opened new Adtran positions in Q3 2017 and 15 closed out, a net change of +16 holders.
  • The largest Adtran buyer in Q3 2017 was Bank of America, an estimated $6.27M added.
  • The largest Adtran seller in Q3 2017 was Invesco, an estimated $6.83M sold.

Based on aggregated 13F filings for Q3 2017.