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Adtran
ADTN

Overview Fund Activity

183 hedge funds and large institutions have $1.06B invested in Adtran in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+8
Holders Change %
+4.57%
% of All Funds
2.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
33
Increased
62
Reduced
61
Closed
23
Calls
$3.97M
Puts
$12.1M
Net Calls
-$8.17M
Net Calls Change
-$10.4M

Top Buyers

1
WMSA
Weiss Multi-Strategy Advisers
New York
$11.4M
2
SC
Shellback Capital
Massachusetts
$10.6M
3
CCM
Cinctive Capital Management
New York
$9.41M
4
AAP
Ardsley Advisory Partners
Connecticut
$7.64M
5
BlackRock
BlackRock
New York
$186M

Top Sellers

1
SCM
Segantii Capital Management
Hong Kong
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$51.9M
4
RA
Royce & Associates
New York
$19.4M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
151
Macquarie Group
Australia
$54K – – –
UBS Group
152
UBS Group
Switzerland
$39K -$147K -6,446 -79%
PI
153
PineBridge Investments
New York
$37K +$37K +1,600 New
SOW
154
State of Wyoming
Wyoming
$36K +$36K +1,582 New
IRC
155
Investors Research Corp
Georgia
$34K – – –
VCM
156
Versant Capital Management
Arizona
$27K – – –
US Bancorp
157
US Bancorp
Minnesota
$24K +$2.07K +90 +9%
FPS
158
Fieldpoint Private Securities
Connecticut
$15K – – –
Group One Trading
159
Group One Trading
Illinois
$12K -$59.7K -2,595 -83%
SWA
160
Sutton Wealth Advisors
Florida
$11.6K +$251 +11 +2%
GWM
161
Geneos Wealth Management
Colorado
$11K +$11K +500 New
FHA
162
First Horizon Advisors
Tennessee
$10K – – –
EWA
163
EverSource Wealth Advisors
Alabama
$9K +$9K +362 New
RE
164
RBC Europe
United Kingdom
$5K – – –
MCM
165
Manchester Capital Management
Vermont
$5K +$573 +25 +13%
STCOSD
166
Sageworth Trust Company of South Dakota
South Dakota
$5K +$5K +217 New
QCG
167
Quadrant Capital Group
Ohio
$4K – – –
TWA
168
TCI Wealth Advisors
Arizona
$4K +$311 +15 +8%
FGAM
169
Financial Gravity Asset Management
Texas
$3.45K +$2.6K +468 +306%
S
170
SignatureFD
Georgia
$3K -$967 -49 -24%
PFBT
171
Parkside Financial Bank & Trust
Missouri
$3K – – –
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$3K – – –
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$3K +$425 +17 +17%
ST
174
Sageworth Trust
Pennsylvania
$2K -$6.66K -223 -77%
NFG
175
Next Financial Group
Texas
$2K -$4K -200 -67%
5 6
7
8 9