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Adtran

137 hedge funds and large institutions have $700M invested in Adtran in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $1.44M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 53

5% less funds holding

Funds holding: 144137 (-7)

13% less capital invested

Capital invested by funds: $803M → $700M (-$103M)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
48
Reduced
53
Closed
17
Calls
$2.95M
Puts
$1.44M
Net Calls
+$1.51M
Net Calls Change
+$147K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$119M +$1.36M +85,900 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$54.5M -$1.31M -82,845 -2%
BFA
3
BlackRock Fund Advisors
California
$43.8M -$2.59M -164,154 -5%
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$36.5M +$3.3M +208,858 +9%
VBA
5
Van Berkom & Associates
Quebec, Canada
$35.5M +$3.43M +217,420 +10%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$29.8M +$538K +34,092 +2%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$29M +$12.6M +801,268 +68%
Alyeska Investment Group
8
Alyeska Investment Group
Illinois
$19.7M +$10.2M +648,049 +92%
Victory Capital Management
9
Victory Capital Management
Texas
$17.9M +$19.2M +1,217,441 +12,704%
BIT
10
BlackRock Institutional Trust
California
$17.6M -$1.04M -66,106 -5%
RFC
11
Russell Frank Company
Washington
$17.6M +$3.48M +220,412 +22%
State Street
12
State Street
Massachusetts
$16.9M -$917K -58,076 -5%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$13.2M
Ameriprise
14
Ameriprise
Minnesota
$12.9M -$768K -48,661 -5%
LCP
15
Lombardia Capital Partners
California
$10.8M -$10.9M -689,007 -48%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$10.7M +$799K +50,590 +7%
RA
17
Royce & Associates
New York
$10.3M -$15.2M -964,907 -58%
Renaissance Technologies
18
Renaissance Technologies
New York
$9.72M +$3.43M +217,013 +48%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$9.22M +$305K +19,306 +3%
Citadel Advisors
20
Citadel Advisors
Florida
$8.95M -$759K -48,087 -7%
GLA
21
Great Lakes Advisors
Illinois
$8.47M +$2.56M +162,213 +39%
Northern Trust
22
Northern Trust
Illinois
$8.31M -$1.29M -82,032 -13%
KCM
23
Kennedy Capital Management
Missouri
$7.48M -$170K -10,767 -2%
Norges Bank
24
Norges Bank
Norway
$7.48M -$2.01M -127,600 -20%
Fidelity International
25
Fidelity International
Bermuda
$6.91M +$1.6M +101,612 +27%

ADTN Hedge Fund Activity: Q3 2015 in Review

137 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q3 2015, worth a combined $700M — down 13% from $803M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ADTN and 12 opened new positions — a net loss of 5 holders — while 53 trimmed existing stakes and 48 added.

The largest buyer was Victory Capital Management, adding an estimated $19.2M. The largest seller was Royce & Associates, cutting an estimated $15.2M.

  • 137 institutional investors held Adtran (ADTN) as of Q3 2015, down from 144 in Q2 2015.
  • Funds reported $700M of Adtran stock for Q3 2015, down 13% quarter-over-quarter.
  • 12 funds opened new Adtran positions in Q3 2015 and 17 closed out, a net change of -5 holders.
  • The largest Adtran buyer in Q3 2015 was Victory Capital Management, an estimated $19.2M added.
  • The largest Adtran seller in Q3 2015 was Royce & Associates, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2015.