Adtran
ADTN
141 hedge funds and large institutions have $640M invested in Adtran in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 59 reducing their positions, and 12 closing their positions.
119% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $635K
45% more capital invested
Capital invested by funds: $443M → $640M (+$197M)
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
3% more funds holding
Funds holding: 137 → 141 (+4)
0.12% more ownership
Funds ownership: 90.26% → 90.38% (+0.12%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
36% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$8.83M |
| 2 |
NIM
Needham Investment Management
New York
|
+$4.18M |
| 3 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$3.14M |
| 4 |
RA
Royce & Associates
New York
|
+$2.6M |
| 5 |
BlackRock
New York
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$5.09M |
| 2 |
CCM
Cinctive Capital Management
New York
|
-$3.83M |
| 3 |
Renaissance Technologies
New York
|
-$2.5M |
| 4 |
D.E. Shaw & Co
New York
|
-$2.37M |
| 5 |
HCM
Horrell Capital Management
Little Rock,
Arkansas
|
-$2.3M |
ADTN Hedge Fund Activity: Q4 2020 in Review
141 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q4 2020, worth a combined $640M — up 45% from $443M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ADTN positions and 12 closed out — a net gain of 4 holders — while 38 added to existing stakes and 59 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $8.83M. The largest seller was JP Morgan Chase, cutting an estimated $5.09M.
- 141 institutional investors held Adtran (ADTN) as of Q4 2020, up from 137 in Q3 2020.
- Funds reported $640M of Adtran stock for Q4 2020, up 45% quarter-over-quarter.
- 16 funds opened new Adtran positions in Q4 2020 and 12 closed out, a net change of +4 holders.
- The largest Adtran buyer in Q4 2020 was Bank of New York Mellon, an estimated $8.83M added.
- The largest Adtran seller in Q4 2020 was JP Morgan Chase, an estimated $5.09M sold.
Based on aggregated 13F filings for Q4 2020.