Alcatel-Lucent
ALU
ALU was delisted on the 24th of February, 2016.
252 hedge funds and large institutions have $729M invested in Alcatel-Lucent in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 83 reducing their positions, and 31 closing their positions.
293% more call options, than puts
Call options by funds: $26.9M | Put options by funds: $6.84M
13% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 31
0% more funds holding
Funds holding: 251 → 252 (+1)
19% less capital invested
Capital invested by funds: $897M → $729M (-$168M)
34% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 83
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$42.9M |
| 2 |
Barclays
London,
United Kingdom
|
+$33.6M |
| 3 |
JP Morgan Chase
New York
|
+$20.1M |
| 4 |
RCM
Raging Capital Management
Rocky Hill,
New Jersey
|
+$11.7M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$49.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.6M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$20.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$17.3M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$14.6M |
ALU Hedge Fund Activity: Q1 2014 in Review
252 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Alcatel-Lucent (ALU) for Q1 2014, worth a combined $729M — down 19% from $897M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new ALU positions and 31 closed out — a net gain of 4 holders — while 55 added to existing stakes and 83 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $42.9M. The largest seller was Allianz Asset Management, cutting an estimated $49.5M.
- 252 institutional investors held Alcatel-Lucent (ALU) as of Q1 2014, up from 251 in Q4 2013.
- Funds reported $729M of Alcatel-Lucent stock for Q1 2014, down 19% quarter-over-quarter.
- 35 funds opened new Alcatel-Lucent positions in Q1 2014 and 31 closed out, a net change of +4 holders.
- The largest Alcatel-Lucent buyer in Q1 2014 was Deutsche Bank, an estimated $42.9M added.
- The largest Alcatel-Lucent seller in Q1 2014 was Allianz Asset Management, an estimated $49.5M sold.
Based on aggregated 13F filings for Q1 2014.