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Adtran

152 hedge funds and large institutions have $472M invested in Adtran in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $4.33M | Put options by funds: $1.05M

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

40% more capital invested

Capital invested by funds: $338M → $472M (+$134M)

8% more funds holding

Funds holding: 141152 (+11)

4% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 48

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.3% less ownership

Funds ownership: 91.26%89.96% (-1.3%)

Holders
152
Holders Change
+11
Holders Change %
+7.8%
% of All Funds
3.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
50
Reduced
48
Closed
16
Calls
$4.33M
Puts
$1.05M
Net Calls
+$3.28M
Net Calls Change
+$4.3M

ADTN Hedge Fund Activity: Q2 2020 in Review

152 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q2 2020, worth a combined $472M — up 40% from $338M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ADTN positions and 16 closed out — a net gain of 11 holders — while 50 added to existing stakes and 48 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.24M. The largest seller was Fidelity International, cutting an estimated $14.2M.

  • 152 institutional investors held Adtran (ADTN) as of Q2 2020, up from 141 in Q1 2020.
  • Funds reported $472M of Adtran stock for Q2 2020, up 40% quarter-over-quarter.
  • 27 funds opened new Adtran positions in Q2 2020 and 16 closed out, a net change of +11 holders.
  • The largest Adtran buyer in Q2 2020 was JP Morgan Chase, an estimated $8.24M added.
  • The largest Adtran seller in Q2 2020 was Fidelity International, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2020.