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ALU

Alcatel-Lucent
ALU

Delisted

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

257 hedge funds and large institutions have $439M invested in Alcatel-Lucent in 2014 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 49 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $20.4M | Put options by funds: $6.63M

119% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 26

53% more capital invested

Capital invested by funds: $287M → $439M (+$152M)

12% more funds holding

Funds holding: 229257 (+28)

28% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 68

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
257
Holders Change
+28
Holders Change %
+12.23%
% of All Funds
6.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
57
Increased
49
Reduced
68
Closed
26
Calls
$20.4M
Puts
$6.63M
Net Calls
+$13.8M
Net Calls Change
+$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
151
BlackRock Investment Management
Delaware
$3K +$1.69K +542 +223%
RMAM
152
Raab & Moskowitz Asset Management
New Jersey
$3K +$2.26K +724 New
KA
153
Klingman & Associates
New York
$3K +$3.04K +976 New
WEC
154
Winslow Evans & Crocker
Massachusetts
$2.35K
FCCM
155
First City Capital Management
Georgia
$2.08K
Bessemer Group
156
Bessemer Group
New Jersey
$2K -$8.66K -2,777 -82%
NES
157
New England Securities
New York
$2K -$312 -100 -16%
ARMC
158
American Research & Management Company
Massachusetts
$2K
HCM
159
Highlander Capital Management
New Jersey
$2K
MWP
160
MYCIO Wealth Partners
Pennsylvania
$2K
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$2K
Schroder Investment Management Group
162
Schroder Investment Management Group
United Kingdom
$2K +$633 +203 +55%
HCC
163
Hirtle Callaghan & Co
Pennsylvania
$2K +$1.48K +475 New
OSNBOA
164
Old Second National Bank of Aurora
Illinois
$2K +$1.62K +521 New
BWFA
165
Baltimore-Washington Financial Advisors
Maryland
$2K +$1.78K +572 New
IP
166
Isthmus Partners
Wisconsin
$2K +$1.9K +610 New
CLOS
167
Compagnie Lombard Odier SCmA
Switzerland
$1K -$1.27K -409 -72%
RAM
168
Riggs Asset Management
Pennsylvania
$1K -$489 -157 -29%
CFA
169
Carroll Financial Associates
North Carolina
$1K -$337 -108 -25%
BPBT
170
Boston Private Bank & Trust
Massachusetts
$1K -$315 -101 -29%
PSI
171
Pinnacle Summer Investments
Virginia
$1K -$306 -98 -20%
TWA
172
TCI Wealth Advisors
Arizona
$1K -$65 -21 -5%
BFEC
173
Benjamin F. Edwards & Company
Missouri
$1K
CIM
174
Contravisory Investment Management
Massachusetts
$1K
FBT
175
Founders Bank & Trust
Michigan
$1K

ALU Hedge Fund Activity: Q4 2014 in Review

257 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Alcatel-Lucent (ALU) for Q4 2014, worth a combined $439M — up 53% from $287M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ALU positions and 26 closed out — a net gain of 31 holders — while 49 added to existing stakes and 68 trimmed.

The largest buyer was TIAA CREF Investment Management, opening a new position worth an estimated $70.3M. The largest seller was Raging Capital Management, exiting entirely with an estimated $34.1M sold.

  • 257 institutional investors held Alcatel-Lucent (ALU) as of Q4 2014, up from 229 in Q3 2014.
  • Funds reported $439M of Alcatel-Lucent stock for Q4 2014, up 53% quarter-over-quarter.
  • 57 funds opened new Alcatel-Lucent positions in Q4 2014 and 26 closed out, a net change of +31 holders.
  • The largest Alcatel-Lucent buyer in Q4 2014 was TIAA CREF Investment Management, an estimated $70.3M added.
  • The largest Alcatel-Lucent seller in Q4 2014 was Raging Capital Management, an estimated $34.1M sold.

Based on aggregated 13F filings for Q4 2014.