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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
EWM
101
Edge Wealth Management
New York
$66K
Pacer Advisors
102
Pacer Advisors
Pennsylvania
$64K +$62.6K +17,038 New
Stifel Financial
103
Stifel Financial
Missouri
$60K +$768 +209 +1%
FIM
104
Freedom Investment Management
Connecticut
$51K -$643 -175 -1%
SEIA
105
Signature Estate & Investment Advisors
California
$50K
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$47K +$12.7K +3,469 +38%
ANTB
107
AMG National Trust Bank
Colorado
$46K -$261 -71 -0.6%
SF
108
Synovus Financial
Georgia
$46K -$176 -48 -0.4%
ACM
109
Azimuth Capital Management
Michigan
$45K
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$43K +$42K +11,437 New
CNB
111
City National Bank
California
$41K +$1.23K +334 +3%
AA
112
ALPS Advisors
Colorado
$41K +$40.8K +11,096 New
MA
113
Marshwinds Advisory
Georgia
$40K -$386 -105 -1%
EAM
114
Evanson Asset Management
California
$40K
SI
115
SII Investments
Wisconsin
$39K -$2.83K -771 -7%
State Street
116
State Street
Massachusetts
$38K
TFCP
117
Twin Focus Capital Partners
Massachusetts
$38K
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$34K -$11 -3 -0%
NFG
119
Next Financial Group
Texas
$27K -$4 -1 -0%
JIC
120
Joel Isaacson & Co
New York
$27K +$625 +170 +2%
AF
121
Allworth Financial
California
$19K +$540 +147 +3%
ClearBridge Investments
122
ClearBridge Investments
New York
$14K -$28.8K -7,836 -68%
AIG
123
American International Group
New York
$13.8K -$1.65K -448 -11%
FWM
124
Focused Wealth Management
New York
$12K
FMII
125
Farmers & Merchants Investments Inc
Nebraska
$11K

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.