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Adtran

140 hedge funds and large institutions have $807M invested in Adtran in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $690M → $807M (+$116M)

9% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 45

1.13% less ownership

Funds ownership: 96.99%95.85% (-1.1%)

3% less funds holding

Funds holding: 145140 (-5)

11% less call options, than puts

Call options by funds: $2.24M | Put options by funds: $2.51M

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
140
Holders Change
-5
Holders Change %
-3.45%
% of All Funds
3.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
49
Reduced
45
Closed
18
Calls
$2.24M
Puts
$2.51M
Net Calls
-$268K
Net Calls Change
+$338K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$126M +$3.16M +189,442 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$90.7M +$1.56M +93,428 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$62.4M +$1.3M +77,813 +2%
Victory Capital Management
4
Victory Capital Management
Texas
$55.7M +$1.48M +88,790 +3%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$49M -$356K -21,294 -0.8%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$47.2M -$922K -55,205 -2%
VBA
7
Van Berkom & Associates
Quebec, Canada
$35.8M -$905K -54,202 -3%
State Street
8
State Street
Massachusetts
$29.9M +$653K +39,124 +2%
Fidelity International
9
Fidelity International
Bermuda
$25.4M
Renaissance Technologies
10
Renaissance Technologies
New York
$23.7M -$412K -24,649 -2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$19.9M +$1.78M +106,838 +10%
Northern Trust
12
Northern Trust
Illinois
$17.7M -$218K -13,056 -1%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$15M +$504K +30,167 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$13.2M +$427K +25,549 +4%
KCM
15
Kennedy Capital Management
Missouri
$12.9M +$4.53M +271,196 +59%
Norges Bank
16
Norges Bank
Norway
$11.6M -$5.65M -338,458 -34%
Charles Schwab
17
Charles Schwab
California
$10.4M +$803K +48,088 +9%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$9.3M +$378K +22,640 +4%
Citadel Advisors
19
Citadel Advisors
Florida
$9.03M -$187K -11,179 -2%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$7.79M +$1.27M +75,825 +21%
Principal Financial Group
21
Principal Financial Group
Iowa
$7.33M +$211K +12,605 +3%
RA
22
Royce & Associates
New York
$7.09M
Ameriprise
23
Ameriprise
Minnesota
$6.07M +$92.3K +5,525 +2%
ARM
24
Adirondack Research & Management
New York
$5.82M
Goldman Sachs
25
Goldman Sachs
New York
$5.23M +$1.22M +72,846 +33%

ADTN Hedge Fund Activity: Q3 2018 in Review

140 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q3 2018, worth a combined $807M — up 17% from $690M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ADTN and 14 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 49 added.

The largest buyer was Kennedy Capital Management, adding an estimated $4.53M. The largest seller was SG Capital Management, exiting entirely with an estimated $5.79M sold.

  • 140 institutional investors held Adtran (ADTN) as of Q3 2018, down from 145 in Q2 2018.
  • Funds reported $807M of Adtran stock for Q3 2018, up 17% quarter-over-quarter.
  • 14 funds opened new Adtran positions in Q3 2018 and 18 closed out, a net change of -4 holders.
  • The largest Adtran buyer in Q3 2018 was Kennedy Capital Management, an estimated $4.53M added.
  • The largest Adtran seller in Q3 2018 was SG Capital Management, an estimated $5.79M sold.

Based on aggregated 13F filings for Q3 2018.