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Adtran

159 hedge funds and large institutions have $514M invested in Adtran in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,272% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $175K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

47% more capital invested

Capital invested by funds: $350M → $514M (+$164M)

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

5% more funds holding

Funds holding: 152159 (+7)

3.24% more ownership

Funds ownership: 74.57%77.82% (+3.2%)

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
27
Increased
64
Reduced
49
Closed
20
Calls
$2.4M
Puts
$175K
Net Calls
+$2.23M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
126
Legal & General Group
United Kingdom
$57.9K -$3.86K -523 -7%
ACM
127
Aquatic Capital Management
Illinois
$55.7K +$46.4K +6,290 +1,573%
California State Teachers Retirement System (CalSTRS)
128
California State Teachers Retirement System (CalSTRS)
California
$48.6K +$908 +123 +2%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$43K +$1.53K +207 +4%
QCG
130
Quadrant Capital Group
Ohio
$32.8K
TRCT
131
Tower Research Capital (TRC)
New York
$27.1K -$20.3K -2,747 -46%
GI
132
GAMMA Investing
California
$26.4K +$354 +48 +2%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$25.8K +$5.29K +716 +30%
AB
134
Amalgamated Bank
New York
$23K
SCM
135
Sterling Capital Management
North Carolina
$21K +$16.6K +2,249 +821%
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$21K
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.5K -$1.55K -210 -8%
PD
138
Point72 (DIFC)
United Arab Emirates
$18.5K +$16.4K +2,219 New
RS
139
R Squared
Hong Kong
$18.2K +$16.1K +2,180 New
US Bancorp
140
US Bancorp
Minnesota
$18.1K -$7.35K -996 -31%
SAM
141
Smartleaf Asset Management
Massachusetts
$13.5K +$2.69K +364 +29%
S
142
SignatureFD
Georgia
$10.5K
Comerica Bank
143
Comerica Bank
Texas
$9.6K
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$9.14K -$930 -126 -10%
PMAM
145
Picton Mahoney Asset Management
Ontario, Canada
$9K +$1.72K +233 +26%
AAM
146
Advisors Asset Management
Colorado
$5.45K +$915 +124 +23%
VCM
147
Versant Capital Management
Arizona
$5.18K +$1.11K +150 +32%
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$3.02K +$664 +90 +33%
PA
149
Parallel Advisors
California
$2.29K +$347 +47 +21%
RIL
150
Rothschild Investment LLC
Illinois
$1.67K +$148 +20 +11%

ADTN Hedge Fund Activity: Q4 2024 in Review

159 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q4 2024, worth a combined $514M — up 47% from $350M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ADTN positions and 20 closed out — a net gain of 7 holders — while 64 added to existing stakes and 49 trimmed.

The largest buyer was Schonfeld Strategic Advisors, opening a new position worth an estimated $11.5M. The largest seller was Divisar Capital Management, cutting an estimated $9.43M.

  • 159 institutional investors held Adtran (ADTN) as of Q4 2024, up from 152 in Q3 2024.
  • Funds reported $514M of Adtran stock for Q4 2024, up 47% quarter-over-quarter.
  • 27 funds opened new Adtran positions in Q4 2024 and 20 closed out, a net change of +7 holders.
  • The largest Adtran buyer in Q4 2024 was Schonfeld Strategic Advisors, an estimated $11.5M added.
  • The largest Adtran seller in Q4 2024 was Divisar Capital Management, an estimated $9.43M sold.

Based on aggregated 13F filings for Q4 2024.