Adtran
ADTN
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.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
43% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 23
26% more capital invested
Capital invested by funds: $837M → $1.06B (+$220M)
5% more funds holding
Funds holding: 175 → 183 (+8)
2.53% more ownership
Funds ownership: 91.86% → 94.39% (+2.5%)
2% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 61
67% less call options, than puts
Call options by funds: $3.97M | Put options by funds: $12.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$10.1M |
| 2 |
SC
Shellback Capital
Boston,
Massachusetts
|
+$9.38M |
| 3 |
CCM
Cinctive Capital Management
New York
|
+$8.34M |
| 4 |
AAP
Ardsley Advisory Partners
Stamford,
Connecticut
|
+$6.77M |
| 5 |
BlackRock
New York
|
+$5.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Segantii Capital Management
Hong Kong
|
-$6.91M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.78M |
| 3 |
RA
Royce & Associates
New York
|
-$4.69M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.71M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WTC
201
WhitTier Trust Company
Reno,
Nevada
| – | -$13K | -685 | Closed |
|
|
HI
202
Harbour Investments
Madison,
Wisconsin
| – | -$12K | -657 | Closed |
|
203
First Manhattan
New York
| – | -$3K | -210 | Closed |
|
|
C
204
Covestor
London,
United Kingdom
| – | +$142 | +7 | New |
|
ADTN Hedge Fund Activity: Q4 2021 in Review
183 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q4 2021, worth a combined $1.06B — up 26% from $837M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new ADTN positions and 23 closed out — a net gain of 10 holders — while 62 added to existing stakes and 61 trimmed.
The largest buyer was Weiss Multi-Strategy Advisers, opening a new position worth an estimated $10.1M. The largest seller was Segantii Capital Management, exiting entirely with an estimated $6.91M sold.
- 183 institutional investors held Adtran (ADTN) as of Q4 2021, up from 175 in Q3 2021.
- Funds reported $1.06B of Adtran stock for Q4 2021, up 26% quarter-over-quarter.
- 33 funds opened new Adtran positions in Q4 2021 and 23 closed out, a net change of +10 holders.
- The largest Adtran buyer in Q4 2021 was Weiss Multi-Strategy Advisers, an estimated $10.1M added.
- The largest Adtran seller in Q4 2021 was Segantii Capital Management, an estimated $6.91M sold.
Based on aggregated 13F filings for Q4 2021.