We are live on ! Find out more
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
First Trust Advisors
76
First Trust Advisors
Illinois
$188K +$5.24K +1,426 +3%
Ameriprise
77
Ameriprise
Minnesota
$187K +$27.8K +7,565 +18%
Geode Capital Management
78
Geode Capital Management
Massachusetts
$185K +$9.5K +2,586 +5%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$184K +$53.7K +14,626 +42%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$134K -$48.5K -13,195 -27%
HighTower Advisors
81
HighTower Advisors
Illinois
$119K +$6.46K +1,758 +6%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$110K +$9.29K +2,527 +9%
TDC
83
Thompson Davis & Co
Virginia
$110K +$91.9K +25,000 +542%
ICAS
84
Investors Capital Advisory Services
Massachusetts
$103K -$1.91K -519 -2%
LNWWM
85
Laird Norton Wetherby Wealth Management
California
$103K +$4.62K +1,256 +5%
FCI
86
Financial Counselors Inc
Kansas
$94K +$1.17K +318 +1%
WS
87
Wedbush Securities
California
$90K -$1.6K -436 -2%
PVWM
88
Point View Wealth Management
New Jersey
$88K
DY
89
Dowling & Yahnke
California
$87K
GCP
90
GSA Capital Partners
United Kingdom
$86K +$84.7K +23,059 New
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$85K +$36.8K +10,025 +79%
FAAS
92
First Allied Advisory Services
California
$83K +$34.4K +9,363 +71%
HF
93
HRT Financial
New York
$82K +$80.8K +21,995 New
US Bancorp
94
US Bancorp
Minnesota
$78K +$8.61K +2,344 +13%
BBHC
95
Brown Brothers Harriman & Co
New York
$75K -$62 -17 -0.1%
RJT
96
Raymond James Trust
Florida
$75K +$206 +56 +0.3%
OA
97
OFI Advisors
Pennsylvania
$70K -$4.71K -1,282 -6%
PA
98
Pinnacle Associates
New York
$70K -$312 -85 -0.5%
ANI
99
American National Insurance
Texas
$67K
Aviva
100
Aviva
United Kingdom
$66K

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.