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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 $407M invested in Alcatel-Lucent in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 50 increasing their positions, 69 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $16M | Put options by funds: $5.37M

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

0% more funds holding

Funds holding: 253253 (0)

11% less capital invested

Capital invested by funds: $460M → $407M (-$52.8M)

28% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 69

Holders
253
Holders Change
Holders Change %
0%
% of All Funds
6.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
50
Reduced
69
Closed
34
Calls
$16M
Puts
$5.37M
Net Calls
+$10.7M
Net Calls Change
+$8.09M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
101
GAMCO Investors
Connecticut
$57K +$60.7K +15,819 New
BSA
102
Braun Stacey Associates
New York
$55K +$58.1K +15,140 New
TSS
103
Two Sigma Securities
New York
$52K +$55.3K +14,391 New
FIMG
104
Financial & Investment Management Group
Michigan
$49K +$51.9K +13,513 New
EAM
105
Evanson Asset Management
California
$47K +$7.68K +2,000 +19%
Verition Fund Management
106
Verition Fund Management
Connecticut
$47K +$49.7K +12,931 New
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$45.1K -$39.2K -10,205 -45%
ACM
108
Azimuth Capital Management
Michigan
$44K
US Bancorp
109
US Bancorp
Minnesota
$43K -$34.2K -8,903 -42%
SF
110
Synovus Financial
Georgia
$43K -$1.92K -500 -4%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$43K -$1.46K -380 -3%
ANTB
112
AMG National Trust Bank
Colorado
$42K -$2.06K -536 -4%
CWM
113
Concert Wealth Management
California
$42K -$1.69K -441 -4%
AA
114
ALPS Advisors
Colorado
$41K +$1.35K +352 +3%
SI
115
SII Investments
Wisconsin
$39K +$177 +46 +0.4%
MA
116
Marshwinds Advisory
Georgia
$37K -$1.74K -452 -4%
EWM
117
Edge Wealth Management
New York
$36K -$29.2K -7,596 -43%
State Street
118
State Street
Massachusetts
$36K
ST
119
Sphinx Trading
Illinois
$36K +$38.4K +10,000 New
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$34K +$883 +230 +3%
BCM
121
Brookstone Capital Management
Illinois
$32K +$33.9K +8,828 New
AF
122
Allworth Financial
California
$19K +$146 +38 +0.7%
NFG
123
Next Financial Group
Texas
$16K -$11.5K -3,000 -40%
ClearBridge Investments
124
ClearBridge Investments
New York
$14K
AIG
125
American International Group
New York
$12.7K -$760 -198 -5%

ALU Hedge Fund Activity: Q2 2015 in Review

253 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Alcatel-Lucent (ALU) for Q2 2015, worth a combined $407M — down 11% from $460M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ALU positions and 34 closed out — a net gain of 6 holders — while 50 added to existing stakes and 69 trimmed.

The largest buyer was Barclays, adding an estimated $81.9M. The largest seller was TIAA CREF Investment Management, cutting an estimated $83.5M.

  • 253 institutional investors held Alcatel-Lucent (ALU) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $407M of Alcatel-Lucent stock for Q2 2015, down 11% quarter-over-quarter.
  • 40 funds opened new Alcatel-Lucent positions in Q2 2015 and 34 closed out, a net change of +6 holders.
  • The largest Alcatel-Lucent buyer in Q2 2015 was Barclays, an estimated $81.9M added.
  • The largest Alcatel-Lucent seller in Q2 2015 was TIAA CREF Investment Management, an estimated $83.5M sold.

Based on aggregated 13F filings for Q2 2015.