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Adtran
ADTN

Overview Fund Activity

169 hedge funds and large institutions have $347M invested in Adtran in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
–
Holders Change %
0%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
56
Reduced
68
Closed
25
Calls
$988K
Puts
$843K
Net Calls
+$145K
Net Calls Change
+$53K

Top Buyers

1
DCM
1
Divisar Capital Management
California
$25M
2
TCM
2
Tieton Capital Management
Washington
$5.26M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$24.2M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$9.85M
5
Bank of America
5
Bank of America
North Carolina
$3.76M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$35.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.17M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$2.21M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$0
5
BlackRock
5
BlackRock
New York
$68.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
151
Bessemer Group
New Jersey
$3K +$3K +508 New
TRCT
152
Tower Research Capital (TRC)
New York
$2.94K -$129K -23,647 -98%
Osaic Holdings
153
Osaic Holdings
Arizona
$2.45K -$2.71K -499 -53%
EWA
154
EverSource Wealth Advisors
Alabama
$2.38K +$2.38K +543 New
AF
155
Allworth Financial
California
$2.17K – – –
BTI
156
Blue Trust Inc
Georgia
$1.62K -$234 -43 -13%
VCM
157
Versant Capital Management
Arizona
$974 +$642 +118 +193%
PWMG
158
Prestige Wealth Management Group
New Jersey
$751 +$751 +138 New
PWMG
159
Private Wealth Management Group
New Jersey
$452 -$327 -60 -42%
PA
160
Parallel Advisors
California
$305 – – –
FMII
161
Farmers & Merchants Investments Inc
Nebraska
$272 – – –
FHA
162
First Horizon Advisors
Tennessee
$214 – – –
BF
163
BOK Financial
Oklahoma
$198 +$198 +36 New
MPWT
164
MassMutual Private Wealth & Trust
Connecticut
$196 – – –
ECM
165
Everence Capital Management
Indiana
$185 – – –
FGAM
166
Financial Gravity Asset Management
Texas
$155 +$16 +3 +12%
AWM
167
Avior Wealth Management
Nebraska
$87 +$87 +16 New
HNB
168
Huntington National Bank
Ohio
$26 – – –
WMSA
169
Weiss Multi-Strategy Advisers
New York
– -$9.18M -1,250,000 Closed
First Trust Advisors
170
First Trust Advisors
Illinois
– -$2.3M -312,686 Closed
2C
171
272 Capital
Texas
– -$2.05M -260,958 Closed
Balyasny Asset Management
172
Balyasny Asset Management
Illinois
– -$1.28M -174,306 Closed
CSS
173
Cubist Systematic Strategies
Connecticut
– -$648K -88,282 Closed
State of Wisconsin Investment Board
174
State of Wisconsin Investment Board
Wisconsin
– -$563K -76,687 Closed
CCIA
175
Campbell & Co Investment Adviser
Maryland
– -$507K -69,117 Closed
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