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Anterix

98 hedge funds and large institutions have $493M invested in Anterix in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,462% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $94K

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5% more funds holding

Funds holding: 9398 (+5)

2% less capital invested

Capital invested by funds: $502M → $493M (-$9.22M)

1.1% less ownership

Funds ownership: 80.34%79.23% (-1.1%)

41% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 39

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
1.41%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
14
Increased
23
Reduced
39
Closed
9
Calls
$1.47M
Puts
$94K
Net Calls
+$1.37M
Net Calls Change
+$284K
Name Holding Trade Value Shares
Change
Change in
Stake
OCAM
1
Owl Creek Asset Management
New York
$182M
HCL
2
Heard Capital LLC
Illinois
$58.4M -$3.13M -93,147 -5%
BlackRock
3
BlackRock
New York
$37.8M -$1.29M -38,513 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$29.4M +$270K +8,020 +0.9%
SCM
5
Stonehill Capital Management
New York
$24.9M -$1.72M -51,283 -6%
QF
6
QVT Financial
New York
$17M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$13.8M +$210K +6,251 +2%
State Street
8
State Street
Massachusetts
$12.3M -$287K -8,530 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.1M +$261K +7,749 +2%
Morgan Stanley
10
Morgan Stanley
New York
$11.2M -$9.07M -269,910 -45%
ClearBridge Investments
11
ClearBridge Investments
New York
$10.7M +$230K +6,844 +2%
JCP
12
Jennifer C. Price
$8.4M -$1.68M -50,000 -17%
GECH
13
Garnet Equity Capital Holdings
New York
$6.34M +$1.01M +30,000 +19%
RC
14
Roubaix Capital
Colorado
$6M +$392K +11,666 +7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$4.97M -$22K -653 -0.4%
Northern Trust
16
Northern Trust
Illinois
$4.74M -$228K -6,792 -5%
Tudor Investment Corp
17
Tudor Investment Corp
Connecticut
$4.63M -$380K -11,304 -8%
Charles Schwab
18
Charles Schwab
California
$4.61M +$69.6K +2,070 +2%
GF
19
Gabelli Funds
New York
$4.51M -$33.6K -1,000 -0.7%
Bank of America
20
Bank of America
North Carolina
$3.28M +$2.4M +71,357 +273%
KMC
21
Kirr Marbach & Co
Indiana
$3.25M -$39.2K -1,165 -1%
GI
22
GAMCO Investors
Connecticut
$3.14M +$612K +18,195 +24%
Citadel Advisors
23
Citadel Advisors
Florida
$2.31M -$425K -12,655 -16%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$2.27M -$390K -11,614 -15%
2C
25
272 Capital
Texas
$2.07M +$2.07M +61,678 New

ATEX Hedge Fund Activity: Q1 2024 in Review

98 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Anterix (ATEX) for Q1 2024, worth a combined $493M — down 1.8% from $502M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ATEX positions and 9 closed out — a net gain of 5 holders — while 23 added to existing stakes and 39 trimmed.

The largest buyer was Bank of America, adding an estimated $2.4M. The largest seller was Morgan Stanley, cutting an estimated $9.07M.

  • 98 institutional investors held Anterix (ATEX) as of Q1 2024, up from 93 in Q4 2023.
  • Funds reported $493M of Anterix stock for Q1 2024, down 1.8% quarter-over-quarter.
  • 14 funds opened new Anterix positions in Q1 2024 and 9 closed out, a net change of +5 holders.
  • The largest Anterix buyer in Q1 2024 was Bank of America, an estimated $2.4M added.
  • The largest Anterix seller in Q1 2024 was Morgan Stanley, an estimated $9.07M sold.

Based on aggregated 13F filings for Q1 2024.