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Anterix

93 hedge funds and large institutions have $502M invested in Anterix in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $419K

6% more capital invested

Capital invested by funds: $472M → $502M (+$30.3M)

1.59% more ownership

Funds ownership: 78.75%80.34% (+1.6%)

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less funds holding

Funds holding: 9893 (-5)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
93
Holders Change
-5
Holders Change %
-5.1%
% of All Funds
1.36%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
36
Reduced
34
Closed
13
Calls
$1.51M
Puts
$419K
Net Calls
+$1.09M
Net Calls Change
-$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
OCAM
1
Owl Creek Asset Management
New York
$180M
HCL
2
Heard Capital LLC
Illinois
$61M +$530K +16,420 +0.9%
BlackRock
3
BlackRock
New York
$38.8M +$2.32M +72,001 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$28.9M +$1.18M +36,675 +4%
SCM
5
Stonehill Capital Management
New York
$26.4M +$2.49M +77,330 +11%
Morgan Stanley
6
Morgan Stanley
New York
$20.1M +$15.2M +471,667 +357%
QF
7
QVT Financial
New York
$16.8M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$13.5M +$300K +9,292 +2%
State Street
9
State Street
Massachusetts
$12.4M +$10.6K +330 +0.1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.7M +$467K +14,478 +4%
ClearBridge Investments
11
ClearBridge Investments
New York
$10.4M +$63.8K +1,979 +0.6%
JCP
12
Jennifer C. Price
$10M
RC
13
Roubaix Capital
Colorado
$5.56M +$112K +3,485 +2%
GECH
14
Garnet Equity Capital Holdings
New York
$5.29M +$258K +8,000 +5%
Tudor Investment Corp
15
Tudor Investment Corp
Connecticut
$4.97M +$1.51M +46,905 +46%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$4.95M +$531K +16,465 +12%
Northern Trust
17
Northern Trust
Illinois
$4.92M -$2.45K -76 -0.1%
GF
18
Gabelli Funds
New York
$4.5M +$181K +5,600 +4%
Charles Schwab
19
Charles Schwab
California
$4.5M +$51.4K +1,593 +1%
KMC
20
Kirr Marbach & Co
Indiana
$3.26M +$1.11M +34,425 +54%
Citadel Advisors
21
Citadel Advisors
Florida
$2.71M +$22.8K +706 +0.9%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$2.64M +$1.34M +41,534 +110%
GI
23
GAMCO Investors
Connecticut
$2.5M +$226K +7,000 +10%
Renaissance Technologies
24
Renaissance Technologies
New York
$1.84M -$442K -13,700 -20%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.8M +$127K +3,940 +8%

ATEX Hedge Fund Activity: Q4 2023 in Review

93 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Anterix (ATEX) for Q4 2023, worth a combined $502M — up 6.4% from $472M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ATEX and 8 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 36 added.

The largest buyer was Morgan Stanley, adding an estimated $15.2M. The largest seller was Jefferies Financial Group, exiting entirely with an estimated $5.15M sold.

  • 93 institutional investors held Anterix (ATEX) as of Q4 2023, down from 98 in Q3 2023.
  • Funds reported $502M of Anterix stock for Q4 2023, up 6.4% quarter-over-quarter.
  • 8 funds opened new Anterix positions in Q4 2023 and 13 closed out, a net change of -5 holders.
  • The largest Anterix buyer in Q4 2023 was Morgan Stanley, an estimated $15.2M added.
  • The largest Anterix seller in Q4 2023 was Jefferies Financial Group, an estimated $5.15M sold.

Based on aggregated 13F filings for Q4 2023.