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ALU

Alcatel-Lucent
ALU

Delisted

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

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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: 253 → 253 (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

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$81.9M
2
AAM
Alpine Associates Management
Florida
+$35.2M
3
CC
Carlson Capital
Texas
+$23M
4
AA
AQR Arbitrage
Connecticut
+$20.2M
5
BCM
BBT Capital Management
Texas
+$15.8M

Top Sellers

Rank Fund Capital Flow
1
TCIM
TIAA CREF Investment Management
New York
-$83.5M
2
TA
Teachers Advisors
New York
-$34.1M
3
CCM
Criterion Capital Management
California
-$33.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$21.8M
5
Deutsche Bank
Deutsche Bank
Germany
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
IP
151
Isthmus Partners
Wisconsin
$2K – – –
OSNBOA
152
Old Second National Bank of Aurora
Illinois
$2K – – –
PSI
153
Pinnacle Summer Investments
Virginia
$2K – – –
AWS
154
Aris Wealth Services
Pennsylvania
$2K +$288 +75 +16%
TC
155
Trust Company
Kansas
$2K +$2.24K +584 New
EDRS
156
Edmond de Rothschild (Suisse)
Switzerland
$2K +$2.25K +585 New
ECM
157
Estabrook Capital Management
New York
$1.91K – – –
JIC
158
Joel Isaacson & Co
New York
$1K -$26.9K -7,000 -97%
TRCT
159
Tower Research Capital (TRC)
New York
$1K -$9.7K -2,525 -93%
CPA
160
Cowen Prime Advisors
New York
$1K -$2.58K -673 -69%
TIM
161
Tortoise Investment Management
New York
$1K -$134 -35 -14%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$1K -$96 -25 -11%
BFEC
163
Benjamin F. Edwards & Company
Missouri
$1K -$12 -3 -2%
BAM
164
Barrett Asset Management
New York
$1K – – –
BKA
165
Brick & Kyle Associates
Pennsylvania
$1K – – –
CHC
166
City Holding Co
West Virginia
$1K – – –
CIM
167
Contravisory Investment Management
Massachusetts
$1K – – –
GWM
168
Gupta Wealth Management
California
$1K – – –
HMS
169
Hanseatic Management Services
New Mexico
$1K – – –
MWP
170
MYCIO Wealth Partners
Pennsylvania
$1K – – –
SC
171
Searle & Co
Connecticut
$1K – – –
SNT
172
Security National Trust
West Virginia
$1K – – –
S
173
SignatureFD
Georgia
$1K – – –
TWA
174
TCI Wealth Advisors
Arizona
$1K – – –
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$1K – – –
5 6
7
8 9

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.