Adtran
ADTN
135 hedge funds and large institutions have $741M invested in Adtran in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 57 reducing their positions, and 16 closing their positions.
271% more call options, than puts
Call options by funds: $1.27M | Put options by funds: $342K
16% more capital invested
Capital invested by funds: $640M → $741M (+$100M)
1.47% more ownership
Funds ownership: 90.38% → 91.85% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 141 → 135 (-6)
21% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 57
25% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$29.4M |
| 2 |
BlackRock
New York
|
+$8.57M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$5.54M |
| 4 |
RA
Royce & Associates
New York
|
+$5.17M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$3.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
-$10.3M |
| 2 |
Renaissance Technologies
New York
|
-$6.3M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$5.53M |
| 4 |
D.E. Shaw & Co
New York
|
-$5.22M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$5.15M |
ADTN Hedge Fund Activity: Q1 2021 in Review
135 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q1 2021, worth a combined $741M — up 16% from $640M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of ADTN and 12 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 45 added.
The largest buyer was Bank of New York Mellon, adding an estimated $29.4M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $10.3M sold.
- 135 institutional investors held Adtran (ADTN) as of Q1 2021, down from 141 in Q4 2020.
- Funds reported $741M of Adtran stock for Q1 2021, up 16% quarter-over-quarter.
- 12 funds opened new Adtran positions in Q1 2021 and 16 closed out, a net change of -4 holders.
- The largest Adtran buyer in Q1 2021 was Bank of New York Mellon, an estimated $29.4M added.
- The largest Adtran seller in Q1 2021 was Westfield Capital Management, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2021.