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ALU

Alcatel-Lucent
ALU

Delisted

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

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: 240251 (+11)

0% more funds holding in top 10

Funds holding in top 10: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
101
Nadler Financial Group
Illinois
$134K -$743 -189 -0.6%
AAP
102
Ardsley Advisory Partners
Connecticut
$132K -$291K -74,000 -71%
AIG
103
American International Group
New York
$130K +$7.92K +2,017 +7%
Credit Agricole
104
Credit Agricole
France
$122K -$170K -43,388 -61%
NES
105
New England Securities
New York
$122K -$107K -27,181 -50%
CPC
106
Cookson Peirce & Co
Pennsylvania
$122K -$47.1K -11,995 -30%
FCI
107
Financial Counselors Inc
Kansas
$112K -$23.4K -5,961 -19%
PVWM
108
Point View Wealth Management
New Jersey
$105K +$93.4K +23,769 New
LNWWM
109
Laird Norton Wetherby Wealth Management
California
$92K +$3.03K +771 +4%
PCM
110
Prelude Capital Management
New York
$90K -$194K -49,330 -71%
BBHC
111
Brown Brothers Harriman & Co
New York
$89K -$3.18K -810 -4%
RJT
112
Raymond James Trust
Florida
$88K -$5K -1,272 -6%
DD
113
Dominick & Dominick
New York
$88K -$3.14K -800 -4%
KT
114
Kanaly Trust
Texas
$88K -$3.14K -800 -4%
NTCOC
115
Northern Trust Company of Connecticut
Connecticut
$88K -$3.14K -800 -4%
ANI
116
American National Insurance
Texas
$88K -$3.13K -796 -4%
PA
117
Pinnacle Associates
New York
$85K -$6.63K -1,687 -8%
RCM
118
Reynolds Capital Management
Nevada
$84K +$14.2K +3,604 +23%
CBOA
119
Commonwealth Bank of Australia
Australia
$82K -$112K -28,568 -61%
ICAS
120
Investors Capital Advisory Services
Massachusetts
$81K -$248K -63,235 -77%
CWM
121
Concert Wealth Management
California
$78K -$36.6K -9,304 -34%
Aviva
122
Aviva
United Kingdom
$78K -$2.77K -706 -4%
EWM
123
Edge Wealth Management
New York
$77K -$2.77K -705 -4%
US Bancorp
124
US Bancorp
Minnesota
$75K -$10.9K -2,765 -14%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$73K +$6.13K +1,561 +10%

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.