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Adtran
ADTN

Overview Fund Activity

174 hedge funds and large institutions have $1B invested in Adtran in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-6
Holders Change %
-3.33%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
21
Increased
61
Reduced
77
Closed
23
Calls
$460K
Puts
$67K
Net Calls
+$393K
Net Calls Change
-$2.96M

Top Buyers

1
AAP
1
Ardsley Advisory Partners
Connecticut
$9.11M
2
NIM
2
Needham Investment Management
New York
$14.9M
3
MIIM
3
Mesirow Institutional Investment Management
Illinois
$3.35M
4
CCM
4
Cinctive Capital Management
New York
$15.9M
5
DnB Asset Management
5
DnB Asset Management
Norway
$44.3M

Top Sellers

1
HRCM
1
Hood River Capital Management
Florida
$19.5M
2
BCA
2
Bernzott Capital Advisors
California
$12M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$24M
4
SC
4
Shellback Capital
Massachusetts
$0
5
WHG
5
Westwood Holdings Group
Texas
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
151
Huntington National Bank
Ohio
$21.6K +$5.74K +362 +36%
EI
152
Ellevest Inc
New York
$21.2K +$18.1K +1,140 +576%
BTI
153
Blue Trust Inc
Georgia
$16K +$834 +46 +6%
US Bancorp
154
US Bancorp
Minnesota
$14.2K +$1.21K +76 +9%
VCM
155
Versant Capital Management
Arizona
$10.2K – – –
UB
156
UMB Bank
Missouri
$8.69K – – –
QCG
157
Quadrant Capital Group
Ohio
$6.44K -$31.4K -1,978 -83%
Simplex Trading
158
Simplex Trading
Illinois
$6K -$279K -17,809 -98%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$4.38K -$1.03K -65 -19%
FHA
160
First Horizon Advisors
Tennessee
$2.89K +$555 +35 +24%
PFBT
161
Parkside Financial Bank & Trust
Missouri
$2.03K -$175 -11 -8%
MPWT
162
MassMutual Private Wealth & Trust
Connecticut
$2.03K +$1.08K +68 +113%
PVH
163
Psagot Value Holdings
Israel
$2K +$2K +112 New
EWA
164
EverSource Wealth Advisors
Alabama
$1.87K -$3.87K -244 -67%
BAM
165
Belpointe Asset Management
Nevada
$1.59K -$793 -50 -33%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$1K -$4.15K -228 -81%
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$793 – – –
PA
168
Parallel Advisors
California
$508 +$508 +32 New
S
169
SignatureFD
Georgia
$492 -$1.71K -108 -78%
2L
170
25 LLC
Missouri
$457 +$457 +53 New
LC
171
Lindbrook Capital
California
$444 +$301 +19 +211%
ECM
172
Everence Capital Management
Indiana
$228 – – –
FGAM
173
Financial Gravity Asset Management
Texas
$220 -$41 -3 -16%
SC
174
Shellback Capital
Massachusetts
– -$3.81M -202,826 Closed
American Century Companies
175
American Century Companies
Missouri
– -$1.74M -95,972 Closed
4 5 6
7
8