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ALU

Alcatel-Lucent
ALU

Delisted

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

253 hedge funds and large institutions have $460M invested in Alcatel-Lucent in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 59 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $5.96M | Put options by funds: $3.4M

24% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 59

5% more capital invested

Capital invested by funds: $439M → $460M (+$21.3M)

0% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 33

2% less funds holding

Funds holding: 257253 (-4)

Holders
253
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
6.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
73
Reduced
59
Closed
33
Calls
$5.96M
Puts
$3.4M
Net Calls
+$2.57M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
McGlinn Capital Management
Pennsylvania
$584K -$3.67K -1,000 -0.6%
JP Morgan Chase
52
JP Morgan Chase
New York
$580K -$203K -55,298 -26%
WAM
53
World Asset Management
Michigan
$533K -$3.77K -1,027 -0.7%
Comerica Bank
54
Comerica Bank
Texas
$517K -$435K -118,253 -46%
RCM
55
Riverhead Capital Management
Delaware
$497K
ICM
56
ICC Capital Management
Florida
$428K +$6.76K +1,840 +2%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$417K +$240K +65,424 +142%
OC
58
Oppenheimer & Co
New York
$383K +$109K +29,590 +41%
Walleye Trading
59
Walleye Trading
New York
$376K -$3.31K -900 -0.9%
Millennium Management
60
Millennium Management
New York
$372K
CA
61
Commerzbank Aktiengesellschaft
Germany
$370K +$31.6K +8,602 +9%
AC
62
Amici Capital
New York
$343K +$338K +92,000 New
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$296K +$19.5K +5,297 +7%
BBA
64
BLB&B Advisors
Pennsylvania
$292K -$4.12K -1,120 -1%
MCM
65
Marathon Capital Management
Maryland
$286K -$18.4K -5,000 -6%
LMGAM
66
Liberty Mutual Group Asset Management
Massachusetts
$261K +$126K +34,297 +96%
IAMOG
67
Investors Asset Management of Georgia
Georgia
$248K +$2.6K +708 +1%
Invesco
68
Invesco
Georgia
$245K +$31.1K +8,465 +15%
RFC
69
Russell Frank Company
Washington
$226K
TH
70
Timber Hill
Connecticut
$225K -$119K -32,322 -35%
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$222K +$219K +59,510 New
NFG
72
Nadler Financial Group
Illinois
$219K +$23.6K +6,410 +12%
UR
73
USCA RIA
Texas
$216K +$808 +220 +0.4%
SCM
74
SOL Capital Management
Maryland
$201K
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$189K +$22.5K +6,118 +14%

ALU Hedge Fund Activity: Q1 2015 in Review

253 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Alcatel-Lucent (ALU) for Q1 2015, worth a combined $460M — up 4.9% from $439M a quarter earlier.

Fund positioning in ALU was balanced in Q1 2015: 33 funds opened new positions, 33 closed out, 73 added to existing stakes and 59 trimmed.

The largest buyer was Criterion Capital Management, adding an estimated $27.2M. The largest seller was Putnam Investments, exiting entirely with an estimated $32.2M sold.

  • 253 institutional investors held Alcatel-Lucent (ALU) as of Q1 2015, down from 257 in Q4 2014.
  • Funds reported $460M of Alcatel-Lucent stock for Q1 2015, up 4.9% quarter-over-quarter.
  • 33 funds opened new Alcatel-Lucent positions in Q1 2015 and 33 closed out, a net change of 0 holders.
  • The largest Alcatel-Lucent buyer in Q1 2015 was Criterion Capital Management, an estimated $27.2M added.
  • The largest Alcatel-Lucent seller in Q1 2015 was Putnam Investments, an estimated $32.2M sold.

Based on aggregated 13F filings for Q1 2015.