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Adtran

153 hedge funds and large institutions have $1.51B invested in Adtran in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $4.37M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

4% more funds holding

Funds holding: 147153 (+6)

2% more capital invested

Capital invested by funds: $1.48B → $1.51B (+$34.1M)

32% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 66

Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
4.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
23
Increased
45
Reduced
66
Closed
16
Calls
$12.9M
Puts
$4.37M
Net Calls
+$8.57M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
151
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.09K +$10.5K +404 +0.3%
US Bancorp
152
US Bancorp
Minnesota
$3K
WCBA
153
Weaver C. Barksdale & Associates
Tennessee
$2K -$337 -13 -12%
TCM
154
TimesSquare Capital Management
New York
-$34.2M -1,389,200 Closed
SCM
155
SG Capital Management
Illinois
-$6.66M -270,594 Closed
RJA
156
Raymond James & Associates
Florida
-$1.02M -41,503 Closed
HAM
157
Harber Asset Management
North Carolina
-$960K -39,000 Closed
First Trust Advisors
158
First Trust Advisors
Illinois
-$698K -28,331 Closed
CCM
159
Coe Capital Management
Illinois
-$615K -25,000 Closed
EMG
160
Ellington Management Group
Connecticut
-$357K -14,500 Closed
PG
161
PEAK6 Group
Illinois
-$368K -14,196 Closed
Nomura Holdings
162
Nomura Holdings
Japan
-$274K -11,123 Closed
BF
163
BOK Financial
Oklahoma
-$236K -9,566 Closed
Truist Financial
164
Truist Financial
North Carolina
-$202K -8,200 Closed
WAM
165
World Asset Management
Michigan
-$201K -8,151 Closed
Macquarie Group
166
Macquarie Group
Australia
-$197K -8,000 Closed
ST
167
Spot Trading
Illinois
-$174K -7,082 Closed
OMCS
168
Old Mutual Customised Solutions
South Africa
-$22K -900 Closed
HR
169
Howe & Rusling
New York
-$6K -241 Closed

ADTN Hedge Fund Activity: Q3 2013 in Review

153 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q3 2013, worth a combined $1.51B — up 2.3% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ADTN positions and 16 closed out — a net gain of 7 holders — while 45 added to existing stakes and 66 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $47.1M. The largest seller was Fidelity Investments, cutting an estimated $53.2M.

  • 153 institutional investors held Adtran (ADTN) as of Q3 2013, up from 147 in Q2 2013.
  • Funds reported $1.51B of Adtran stock for Q3 2013, up 2.3% quarter-over-quarter.
  • 23 funds opened new Adtran positions in Q3 2013 and 16 closed out, a net change of +7 holders.
  • The largest Adtran buyer in Q3 2013 was Citadel Advisors, an estimated $47.1M added.
  • The largest Adtran seller in Q3 2013 was Fidelity Investments, an estimated $53.2M sold.

Based on aggregated 13F filings for Q3 2013.