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Adtran

169 hedge funds and large institutions have $471M invested in Adtran in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+4
Holders Change %
+2.42%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
59
Reduced
59
Closed
27
Calls
$1.09M
Puts
$994K
Net Calls
+$92K
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$13K +$488 +64 +4%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$9.73K -$7.37K -1,004 -43%
PVH
153
Psagot Value Holdings
Israel
$7K +$2.21K +302 +46%
Osaic Holdings
154
Osaic Holdings
Arizona
$6.97K -$866 -118 -11%
GI
155
GAMMA Investing
California
$6.18K +$6.18K +986 New
LFA
156
LGT Financial Advisors
Texas
$5.64K -$5.87K -800 -51%
LC
157
Lindbrook Capital
California
$4.54K -$6.72K -915 -60%
BTI
158
Blue Trust Inc
Georgia
$3K +$2.16K +245 +258%
AF
159
Allworth Financial
California
$2.93K -$9.81K -1,336 -77%
PWMG
160
Private Wealth Management Group
New Jersey
$1.05K +$1.05K +143 New
C
161
Covestor
United Kingdom
$1K +$573 +55 +134%
VCM
162
Versant Capital Management
Arizona
$448 -$11.3K -1,537 -96%
PA
163
Parallel Advisors
California
$411 -$9.7K -1,322 -96%
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$367
FHA
165
First Horizon Advisors
Tennessee
$289
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$264 +$264 +36 New
UBS Group
167
UBS Group
Switzerland
$220 +$220 +30 New
FGAM
168
Financial Gravity Asset Management
Texas
$190 +$95 +13 +100%
HNB
169
Huntington National Bank
Ohio
$28 -$5.96K -426 -100%
DRZID
170
DePrince Race & Zollo Inc (DRZ)
Florida
-$8.8M -1,069,588 Closed
RA
171
Royce & Associates
New York
-$7.26M -882,730 Closed
FP
172
Foundry Partners
Minnesota
-$2.63M -319,991 Closed
Select Equity Group
173
Select Equity Group
New York
-$2.43M -295,868 Closed
Squarepoint
174
Squarepoint
New York
-$2.2M -267,407 Closed
Capstone Investment Advisors
175
Capstone Investment Advisors
New York
-$2.14M -260,100 Closed