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ALU

Alcatel-Lucent
ALU

Delisted

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

62 hedge funds and large institutions have $3.67M invested in Alcatel-Lucent in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 19 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 19

73% less funds holding

Funds holding: 23262 (-170)

98% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 171

99% less capital invested

Capital invested by funds: $350M → $3.67M (-$346M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
62
Holders Change
-170
Holders Change %
-73.28%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
8
Reduced
19
Closed
171
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$8.28M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1
Aperio Group
California
$1.74M +$40.8K +11,128 +2%
WAM
2
World Asset Management
Michigan
$596K +$35.9K +9,796 +7%
Comerica Bank
3
Comerica Bank
Texas
$525K -$121 -33 -0%
CAM
4
Capstone Asset Management
Texas
$276K
Ameriprise
5
Ameriprise
Minnesota
$141K -$48.7K -13,266 -25%
BBHC
6
Brown Brothers Harriman & Co
New York
$69K
RJT
7
Raymond James Trust
Florida
$69K
UCFA
8
United Capital Financial Advisors
Texas
$62K +$5.38K +1,467 +9%
CCA
9
Checchi Capital Advisers
California
$60K +$4.02K +1,095 +7%
ANTB
10
AMG National Trust Bank
Colorado
$40K
QCG
11
Quadrant Capital Group
Ohio
$18K -$1.18K -321 -6%
AIM
12
Acrospire Investment Management
Illinois
$18K +$19.3K +5,259 New
FWM
13
Focused Wealth Management
New York
$11K
FMII
14
Farmers & Merchants Investments Inc
Nebraska
$10K
TDC
15
Thompson Davis & Co
Virginia
$8K -$2.55K -695 -19%
ASN
16
Advisory Services Network
Georgia
$8K +$33 +9 +0.4%
PCP
17
Proficio Capital Partners
Massachusetts
$3K -$1.3K -355 -28%
TCM
18
Tradewinds Capital Management
Washington
$3K -$1.14K -311 -26%
WC
19
Whitnell & Co
Illinois
$3K +$3.27K +891 New
ECM
20
Estabrook Capital Management
New York
$2.45K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2K -$39.9K -10,878 -96%
VNA
22
Valley National Advisers
Pennsylvania
$2K +$917 +250 +85%
GT
23
Glenmede Trust
Pennsylvania
$2K +$1.4K +381 +78%
SEI Investments
24
SEI Investments
Pennsylvania
$1K -$3.94K -1,075 -74%
CFA
25
Carroll Financial Associates
North Carolina
$1K -$3.26K -888 -69%

ALU Hedge Fund Activity: Q1 2016 in Review

62 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Alcatel-Lucent (ALU) for Q1 2016, worth a combined $3.67M — down 99% from $350M a quarter earlier.

Sellers outnumbered buyers: 171 funds closed out of ALU and 3 opened new positions — a net loss of 168 holders — while 19 trimmed existing stakes and 8 added.

The largest buyer was Aperio Group, adding an estimated $40.8K. The largest seller was Alpine Associates Management, exiting entirely with an estimated $75.9M sold.

  • 62 institutional investors held Alcatel-Lucent (ALU) as of Q1 2016, down from 232 in Q4 2015.
  • Funds reported $3.67M of Alcatel-Lucent stock for Q1 2016, down 99% quarter-over-quarter.
  • 3 funds opened new Alcatel-Lucent positions in Q1 2016 and 171 closed out, a net change of -168 holders.
  • The largest Alcatel-Lucent buyer in Q1 2016 was Aperio Group, an estimated $40.8K added.
  • The largest Alcatel-Lucent seller in Q1 2016 was Alpine Associates Management, an estimated $75.9M sold.

Based on aggregated 13F filings for Q1 2016.