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ALU

Alcatel-Lucent
ALU

Delisted

ALU was delisted on the 24th of February, 2016.

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251 hedge funds and large institutions have $897M invested in Alcatel-Lucent in 2013 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 57 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $48.2M | Put options by funds: $26.2M

39% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 38

5% more funds holding

Funds holding: 240 → 251 (+11)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

4% less capital invested

Capital invested by funds: $936M → $897M (-$39.2M)

59% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 139

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% of All Funds
7.29%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
53
Increased
57
Reduced
139
Closed
38
Calls
$48.2M
Puts
$26.2M
Net Calls
+$22.1M
Net Calls Change
+$9.89M

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$65.2M
2
Deutsche Bank
Deutsche Bank
Germany
+$30.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$28.7M
4
Bank of America
Bank of America
North Carolina
+$19.8M
5
Barclays
Barclays
United Kingdom
+$17.9M

Top Sellers

Rank Fund Capital Flow
1
TCIM
TIAA CREF Investment Management
New York
-$90.1M
2
JCAM
Jericho Capital Asset Management
New York
-$78.5M
3
SCA
SAC Capital Advisors
Connecticut
-$63.4M
4
TA
Teachers Advisors
New York
-$35.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
276
Camarda Financial Advisors
Florida
– +$153 +39 New
CFG
277
CKW Financial Group
Hawaii
– +$153 +39 New
LWCFA
278
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– +$189 +48 New
PFSC
279
Peoples Financial Services Corp
Pennsylvania
– +$212 +54 New
VNB
280
Valley National Bancorp
New York
– +$306 +78 New
TCOV
281
Trust Company of Vermont
Vermont
– +$377 +96 +400%
CG
282
Colony Group
Massachusetts
– +$428 +109 New
CFN
283
Cordasco Financial Network
Florida
– +$436 +111 New
8 9 10 11
12

ALU Hedge Fund Activity: Q4 2013 in Review

251 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Alcatel-Lucent (ALU) for Q4 2013, worth a combined $897M — down 4.2% from $936M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ALU positions and 38 closed out — a net gain of 15 holders — while 57 added to existing stakes and 139 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $65.2M. The largest seller was TIAA CREF Investment Management, cutting an estimated $90.1M.

  • 251 institutional investors held Alcatel-Lucent (ALU) as of Q4 2013, up from 240 in Q3 2013.
  • Funds reported $897M of Alcatel-Lucent stock for Q4 2013, down 4.2% quarter-over-quarter.
  • 53 funds opened new Alcatel-Lucent positions in Q4 2013 and 38 closed out, a net change of +15 holders.
  • The largest Alcatel-Lucent buyer in Q4 2013 was Bank of New York Mellon, an estimated $65.2M added.
  • The largest Alcatel-Lucent seller in Q4 2013 was TIAA CREF Investment Management, an estimated $90.1M sold.

Based on aggregated 13F filings for Q4 2013.