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Adtran
ADTN

Overview Fund Activity

155 hedge funds and large institutions have $923M invested in Adtran in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 67 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+19
Holders Change %
+13.97%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
35
Reduced
67
Closed
8
Calls
$669K
Puts
$8K
Net Calls
+$661K
Net Calls Change
-$267K

Top Buyers

1
BCA
1
Bernzott Capital Advisors
California
$14.8M
2
Victory Capital Management
2
Victory Capital Management
Texas
$92.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.93M
4
CCM
4
Cinctive Capital Management
New York
$3.3M
5
AAP
5
Ardsley Advisory Partners
Connecticut
$3.18M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$29.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.54M
3
NIM
3
Needham Investment Management
New York
$9.91M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$14.8M
5
RA
5
Royce & Associates
New York
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$85K – – –
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$80K +$6.12K +293 +8%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$79K -$61.4K -2,961 -44%
KBC Group
129
KBC Group
Belgium
$78K +$78K +3,792 New
UBS Group
130
UBS Group
Switzerland
$72K -$765K -37,074 -91%
AS
131
Altshuler Shaham
Israel
$66K +$66K +3,181 New
First Eagle Investment Management
132
First Eagle Investment Management
New York
$51K +$51K +2,486 New
CMBA
133
C.M. Bidwell & Associates
Hawaii
$50K -$33.3K -1,610 -40%
Simplex Trading
134
Simplex Trading
Illinois
$39K +$39K +1,902 New
TRCT
135
Tower Research Capital (TRC)
New York
$33K -$43.8K -2,143 -57%
NFG
136
Next Financial Group
Texas
$27K – – –
VCM
137
Versant Capital Management
Arizona
$24K -$12.6K -612 -34%
FGAM
138
Financial Gravity Asset Management
Texas
$21K -$1.51K -11 -7%
US Bancorp
139
US Bancorp
Minnesota
$20K +$3.22K +160 +19%
AWA
140
Arkadios Wealth Advisors
Georgia
$18K +$18K +900 New
HI
141
Harbour Investments
Wisconsin
$12K +$205 +10 +2%
SWA
142
Sutton Wealth Advisors
Florida
$10.3K – – –
WQ
143
Wealth Quarterback
New Jersey
$7K +$7K +300 New
ST
144
Sageworth Trust
Pennsylvania
$6K +$6K +290 New
RE
145
RBC Europe
United Kingdom
$4.13K – – –
MAM
146
Meeder Asset Management
Ohio
$3K -$412 -18 -12%
QCG
147
Quadrant Capital Group
Ohio
$3K – – –
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$3K – – –
PFBT
149
Parkside Financial Bank & Trust
Missouri
$3K +$237 +11 +9%
S
150
SignatureFD
Georgia
$3K +$1.08K +55 +56%
3 4 5
6
7