Adtran
ADTN
159 hedge funds and large institutions have $514M invested in Adtran in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 20 closing their positions.
1,272% more call options, than puts
Call options by funds: $2.4M | Put options by funds: $175K
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
47% more capital invested
Capital invested by funds: $350M → $514M (+$164M)
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
31% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 49
5% more funds holding
Funds holding: 152 → 159 (+7)
3.24% more ownership
Funds ownership: 74.57% → 77.82% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSA
Schonfeld Strategic Advisors
New York
|
+$11.5M |
| 2 |
JP Morgan Chase
New York
|
+$5.45M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.4M |
| 4 |
RA
Royce & Associates
New York
|
+$3.6M |
| 5 |
1CM
1492 Capital Management
Milwaukee,
Wisconsin
|
+$2.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Divisar Capital Management
San Francisco,
California
|
-$9.43M |
| 2 |
Morgan Stanley
New York
|
-$6.63M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.12M |
| 4 |
WCM
Westerly Capital Management
San Francisco,
California
|
-$2.88M |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$2.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$3.38K | -570 | Closed |
|
|
CPA
177
Capital Performance Advisors
Walnut Creek,
California
| – | -$3.04K | -513 | Closed |
|
178
Osaic Holdings
Scottsdale,
Arizona
| – | -$1.78K | -300 | Closed |
|
|
C
179
Covestor
London,
United Kingdom
| – | -$207 | -28 | -74% |
|
ADTN Hedge Fund Activity: Q4 2024 in Review
159 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q4 2024, worth a combined $514M — up 47% from $350M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new ADTN positions and 20 closed out — a net gain of 7 holders — while 64 added to existing stakes and 49 trimmed.
The largest buyer was Schonfeld Strategic Advisors, opening a new position worth an estimated $11.5M. The largest seller was Divisar Capital Management, cutting an estimated $9.43M.
- 159 institutional investors held Adtran (ADTN) as of Q4 2024, up from 152 in Q3 2024.
- Funds reported $514M of Adtran stock for Q4 2024, up 47% quarter-over-quarter.
- 27 funds opened new Adtran positions in Q4 2024 and 20 closed out, a net change of +7 holders.
- The largest Adtran buyer in Q4 2024 was Schonfeld Strategic Advisors, an estimated $11.5M added.
- The largest Adtran seller in Q4 2024 was Divisar Capital Management, an estimated $9.43M sold.
Based on aggregated 13F filings for Q4 2024.