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Adtran
ADTN

141 hedge funds and large institutions have $640M invested in Adtran in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $635K

45% more capital invested

Capital invested by funds: $443M → $640M (+$197M)

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 137 → 141 (+4)

0.12% more ownership

Funds ownership: 90.26% → 90.38% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

36% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 59

Holders
141
Holders Change
+4
Holders Change %
+2.92%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
38
Reduced
59
Closed
12
Calls
$1.39M
Puts
$635K
Net Calls
+$755K
Net Calls Change
+$871K

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.83M
2
NIM
Needham Investment Management
New York
+$4.18M
3
KA
Kovack Advisors
Florida
+$3.14M
4
RA
Royce & Associates
New York
+$2.6M
5
BlackRock
BlackRock
New York
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.09M
2
CCM
Cinctive Capital Management
New York
-$3.83M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.37M
5
HCM
Horrell Capital Management
Arkansas
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOADOR
76
State of Alaska Department of Revenue
Alaska
$551K -$95.7K -7,540 -17%
COPPSERS
77
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$549K -$825 -65 -0.2%
BFA
78
Bragg Financial Advisors
North Carolina
$538K +$3.05K +240 +0.7%
Millennium Management
79
Millennium Management
New York
$535K -$1.29M -101,919 -74%
SG Americas Securities
80
SG Americas Securities
New York
$524K +$451K +35,497 New
HSBC Holdings
81
HSBC Holdings
United Kingdom
$497K +$81.6K +6,427 +23%
Deutsche Bank
82
Deutsche Bank
Germany
$496K +$117K +9,220 +38%
GCP
83
GSA Capital Partners
United Kingdom
$465K -$426K -33,563 -52%
QI
84
QS Investors
New York
$447K – – –
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$436K +$16.3K +1,286 +5%
ECM
86
ExodusPoint Capital Management
New York
$415K +$357K +28,101 New
AG
87
Aperio Group
California
$413K +$15K +1,185 +4%
LAM
88
Lapides Asset Management
Connecticut
$381K +$159K +12,500 +94%
CSS
89
Cubist Systematic Strategies
Connecticut
$360K +$77.4K +6,094 +33%
Citigroup
90
Citigroup
New York
$355K +$131K +10,293 +75%
Stifel Financial
91
Stifel Financial
Missouri
$339K – – –
SI
92
Stephens Inc
Arkansas
$337K +$289K +22,800 New
LSERS
93
Louisiana State Employees Retirement System
Louisiana
$326K -$1.27K -100 -0.5%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$316K -$876 -69 -0.3%
OPERF
95
Oregon Public Employees Retirement Fund
Oregon
$277K -$3.83K -302 -2%
CIP
96
Cornerstone Investment Partners
Georgia
$274K – – –
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$268K +$70.8K +5,579 +44%
MSA
98
Mason Street Advisors
Wisconsin
$264K -$1.4K -110 -0.6%
DCM
99
Dupont Capital Management
Delaware
$263K -$16.9K -1,331 -7%
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$262K +$20K +1,573 +10%
2 3
4
5 6

ADTN Hedge Fund Activity: Q4 2020 in Review

141 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q4 2020, worth a combined $640M — up 45% from $443M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ADTN positions and 12 closed out — a net gain of 4 holders — while 38 added to existing stakes and 59 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $8.83M. The largest seller was JP Morgan Chase, cutting an estimated $5.09M.

  • 141 institutional investors held Adtran (ADTN) as of Q4 2020, up from 137 in Q3 2020.
  • Funds reported $640M of Adtran stock for Q4 2020, up 45% quarter-over-quarter.
  • 16 funds opened new Adtran positions in Q4 2020 and 12 closed out, a net change of +4 holders.
  • The largest Adtran buyer in Q4 2020 was Bank of New York Mellon, an estimated $8.83M added.
  • The largest Adtran seller in Q4 2020 was JP Morgan Chase, an estimated $5.09M sold.

Based on aggregated 13F filings for Q4 2020.