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Adtran
ADTN

163 hedge funds and large institutions have $606M invested in Adtran in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 40

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

27% more capital invested

Capital invested by funds: $477M → $606M (+$129M)

5% more funds holding

Funds holding: 155 → 163 (+8)

0.62% less ownership

Funds ownership: 93.15% → 92.53% (-0.62%)

28% less call options, than puts

Call options by funds: $1.44M | Put options by funds: $2M

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
64
Reduced
40
Closed
20
Calls
$1.44M
Puts
$2M
Net Calls
-$558K
Net Calls Change
+$165K

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$9.53M
2
Millennium Management
Millennium Management
New York
+$7.3M
3
Renaissance Technologies
Renaissance Technologies
New York
+$5.41M
4
Ameriprise
Ameriprise
Minnesota
+$4.04M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$3.87M

Top Sellers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$25.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.81M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$8.57M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$5.04M
5
WG
Winton Group
United Kingdom
-$3.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
126
Simon Quick Advisors
New Jersey
$152K +$65.8K +4,761 +75%
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$152K +$133K +9,607 +646%
NSEDCP
128
NJ State Employees Deferred Compensation Plan
New Jersey
$137K – – –
MCIM
129
Meadow Creek Investment Management
Georgia
$135K – – –
EP
130
Elkfork Partners
Oregon
$106K – – –
RCM
131
Riverhead Capital Management
Delaware
$86K – – –
TAM
132
Tyers Asset Management
Texas
$77K – – –
IRC
133
Investors Research Corp
Georgia
$62K +$62.2K +4,500 New
FGAM
134
Financial Gravity Asset Management
Texas
$59K +$57.7K +4,176 New
AIP
135
Ameritas Investment Partners
Nebraska
$56K – – –
QT
136
Quantamental Technologies
New York
$52K +$52.5K +3,801 New
OIA
137
Optimum Investment Advisors
Illinois
$38K – – –
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$37K – – –
MOACM
139
Mutual of America Capital Management
New York
$19K +$2.43K +176 +15%
LIA
140
LS Investment Advisors
Michigan
$18K – – –
PCM
141
Prelude Capital Management
New York
$18K +$18K +1,300 New
SWA
142
Sutton Wealth Advisors
Florida
$15.4K +$15.5K +1,124 New
PCP
143
Proficio Capital Partners
Massachusetts
$15K +$14.3K +1,033 +1,174%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$14K +$4.02K +291 +43%
VCM
145
Versant Capital Management
Arizona
$14K +$13.7K +992 +1,626%
TRCT
146
Tower Research Capital (TRC)
New York
$9K +$2.6K +188 +38%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$8K -$9.34K -676 -56%
CG
148
Cutler Group
California
$8K +$8.38K +606 New
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$7K – – –
RCAG
150
Rehmann Capital Advisory Group
Michigan
$3.03K +$14 +1 +0.5%
4 5
6
7 8

ADTN Hedge Fund Activity: Q1 2019 in Review

163 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q1 2019, worth a combined $606M — up 27% from $477M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ADTN positions and 20 closed out — a net gain of 9 holders — while 64 added to existing stakes and 40 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $9.53M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $25.4M.

  • 163 institutional investors held Adtran (ADTN) as of Q1 2019, up from 155 in Q4 2018.
  • Funds reported $606M of Adtran stock for Q1 2019, up 27% quarter-over-quarter.
  • 29 funds opened new Adtran positions in Q1 2019 and 20 closed out, a net change of +9 holders.
  • The largest Adtran buyer in Q1 2019 was Arrowstreet Capital, an estimated $9.53M added.
  • The largest Adtran seller in Q1 2019 was DePrince Race & Zollo Inc (DRZ), an estimated $25.4M sold.

Based on aggregated 13F filings for Q1 2019.