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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
SOADOR
126
State of Alaska Department of Revenue
Alaska
$229K +$885 +40 +0.4%
Macquarie Group
127
Macquarie Group
Australia
$227K +$209K +9,467 New
PP
128
Paloma Partners
Connecticut
$224K -$52.4K -2,368 -20%
KI
129
Koch Industries
Kansas
$219K +$202K +9,120 New
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$218K +$81.2K +3,672 +68%
Verition Fund Management
131
Verition Fund Management
Connecticut
$216K +$199K +8,997 New
CGH
132
Crossmark Global Holdings
Texas
$211K +$195K +8,792 New
UBS AM
133
UBS AM
Illinois
$200K +$185K +8,350 New
GHCM
134
Glen Harbor Capital Management
California
$196K +$14.3K +646 +9%
SG Americas Securities
135
SG Americas Securities
New York
$190K +$175K +7,932 New
MCIM
136
Meadow Creek Investment Management
Georgia
$161K +$11.8K +532 +9%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$157K -$5.42K -245 -4%
TRCT
138
Tower Research Capital (TRC)
New York
$157K +$130K +5,861 +888%
TDC
139
Thompson Davis & Co
Virginia
$157K +$144K +6,525 New
FAM
140
Fortaleza Asset Management
Illinois
$144K – – –
EP
141
Elkfork Partners
Oregon
$127K +$9.25K +418 +9%
NIT
142
NumerixS Investment Technologies
British Columbia, Canada
$103K +$17.7K +800 +23%
RCM
143
Riverhead Capital Management
Delaware
$102K +$6.02K +272 +7%
UBS Group
144
UBS Group
Switzerland
$95K +$21.5K +972 +32%
TAM
145
Tyers Asset Management
Texas
$92K +$6.73K +304 +9%
AIP
146
Ameritas Investment Partners
Nebraska
$90K – – –
SQA
147
Simon Quick Advisors
New Jersey
$53K +$49.3K +2,227 New
LIA
148
LS Investment Advisors
Michigan
$42K – – –
MA
149
MUFG Americas
New York
$41K +$819 +37 +2%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$40K – – –
4 5
6
7 8

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.