Adtran
ADTN
175 hedge funds and large institutions have $837M invested in Adtran in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 56 increasing their positions, 58 reducing their positions, and 15 closing their positions.
465% more call options, than puts
Call options by funds: $2.69M | Put options by funds: $477K
140% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 15
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
13% more funds holding
Funds holding: 155 → 175 (+20)
0.58% less ownership
Funds ownership: 92.43% → 91.86% (-0.58%)
3% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 58
9% less capital invested
Capital invested by funds: $924M → $837M (-$87.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$40.8M |
| 2 |
ACM
AIGH Capital Management
Baltimore,
Maryland
|
+$17.1M |
| 3 |
SCM
Segantii Capital Management
Hong Kong
|
+$7.74M |
| 4 |
BCA
Bernzott Capital Advisors
Camarillo,
California
|
+$7.3M |
| 5 |
NIM
Needham Investment Management
New York
|
+$4.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$53.3M |
| 2 |
BlackRock
New York
|
-$6.43M |
| 3 |
D.E. Shaw & Co
New York
|
-$5.64M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$5.35M |
| 5 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$4.6M |
ADTN Hedge Fund Activity: Q3 2021 in Review
175 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Adtran (ADTN) for Q3 2021, worth a combined $837M — down 9.5% from $924M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new ADTN positions and 15 closed out — a net gain of 21 holders — while 56 added to existing stakes and 58 trimmed.
The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $40.8M. The largest seller was Victory Capital Management, cutting an estimated $53.3M.
- 175 institutional investors held Adtran (ADTN) as of Q3 2021, up from 155 in Q2 2021.
- Funds reported $837M of Adtran stock for Q3 2021, down 9.5% quarter-over-quarter.
- 36 funds opened new Adtran positions in Q3 2021 and 15 closed out, a net change of +21 holders.
- The largest Adtran buyer in Q3 2021 was Westwood Holdings Group, an estimated $40.8M added.
- The largest Adtran seller in Q3 2021 was Victory Capital Management, an estimated $53.3M sold.
Based on aggregated 13F filings for Q3 2021.