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ALU

Alcatel-Lucent
ALU

Delisted

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

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250 hedge funds and large institutions have $430M invested in Alcatel-Lucent in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 74 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $4.32M

6% more capital invested

Capital invested by funds: $407M → $430M (+$22.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

1% less funds holding

Funds holding: 253 → 250 (-3)

18% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 74

Holders
250
Holders Change
-3
Holders Change %
-1.19%
% of All Funds
6.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
61
Reduced
74
Closed
27
Calls
$16.6M
Puts
$4.32M
Net Calls
+$12.3M
Net Calls Change
+$1.59M

Top Buyers

Rank Fund Capital Flow
1
AA
AQR Arbitrage
Connecticut
+$29.4M
2
AAM
Alpine Associates Management
Florida
+$17M
3
Nomura Holdings
Nomura Holdings
Japan
+$16.8M
4
LIM
Longfellow Investment Management
Massachusetts
+$11.9M
5
ACPU
Arrowgrass Capital Partners (US)
Delaware
+$8.99M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$61.9M
2
Barclays
Barclays
United Kingdom
-$32.7M
3
OMC
Old Mission Capital
Illinois
-$4.83M
4
JG
Jefferies Group
New York
-$2.47M
5
Deutsche Bank
Deutsche Bank
Germany
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
126
Farmers & Merchants Investments Inc
Nebraska
$10K -$67 -19 -0.7%
ZB
127
Zions Bancorporation
Utah
$10K +$8.68K +2,479 New
ASN
128
Advisory Services Network
Georgia
$9K +$172 +49 +2%
MFS
129
MSI Financial Services
Massachusetts
$8K -$392 -112 -5%
CLOS
130
Compagnie Lombard Odier SCmA
Switzerland
$8K +$889 +254 +14%
EWM
131
Evercore Wealth Management
New York
$7K +$6.66K +1,903 +2,928%
DADC
132
D.A. Davidson & Co
Montana
$6K +$7 +2 +0.1%
First Manhattan
133
First Manhattan
New York
$5K – – –
PAM
134
Panagora Asset Management
Massachusetts
$5K – – –
VNA
135
Valley National Advisers
Pennsylvania
$4K -$1.16K -330 -24%
CFA
136
Carroll Financial Associates
North Carolina
$4K -$207 -59 -4%
EDRH
137
Edmond de Rothschild Holding
Switzerland
$4K – – –
TCM
138
Tradewinds Capital Management
Washington
$4K – – –
LIA
139
LS Investment Advisors
Michigan
$4K +$67 +19 +2%
S
140
SignatureFD
Georgia
$4K +$3.12K +890 +618%
KT
141
Kanaly Trust
Texas
$4K +$3.57K +1,021 New
SEI Investments
142
SEI Investments
Pennsylvania
$4K +$3.57K +1,021 +1,760%
HNB
143
Huntington National Bank
Ohio
$3K – – –
KA
144
Klingman & Associates
New York
$3K – – –
ECM
145
Estabrook Capital Management
New York
$2.49K +$546 +156 +30%
WEC
146
Winslow Evans & Crocker
Massachusetts
$2.42K – – –
OSNBOA
147
Old Second National Bank of Aurora
Illinois
$2K -$280 -80 -15%
AWS
148
Aris Wealth Services
Pennsylvania
$2K -$263 -75 -14%
EDRS
149
Edmond de Rothschild (Suisse)
Switzerland
$2K – – –
IP
150
Isthmus Partners
Wisconsin
$2K – – –
4 5
6
7 8

ALU Hedge Fund Activity: Q3 2015 in Review

250 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Alcatel-Lucent (ALU) for Q3 2015, worth a combined $430M — up 5.5% from $407M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ALU and 26 opened new positions — a net loss of 1 holder — while 74 trimmed existing stakes and 61 added.

The largest buyer was AQR Arbitrage, adding an estimated $29.4M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $61.9M sold.

  • 250 institutional investors held Alcatel-Lucent (ALU) as of Q3 2015, down from 253 in Q2 2015.
  • Funds reported $430M of Alcatel-Lucent stock for Q3 2015, up 5.5% quarter-over-quarter.
  • 26 funds opened new Alcatel-Lucent positions in Q3 2015 and 27 closed out, a net change of -1 holder.
  • The largest Alcatel-Lucent buyer in Q3 2015 was AQR Arbitrage, an estimated $29.4M added.
  • The largest Alcatel-Lucent seller in Q3 2015 was Arrowstreet Capital, an estimated $61.9M sold.

Based on aggregated 13F filings for Q3 2015.