Cogent Communications
CCOI
274 hedge funds and large institutions have $2.72B invested in Cogent Communications in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 117 increasing their positions, 94 reducing their positions, and 40 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
69% more call options, than puts
Call options by funds: $4.68M | Put options by funds: $2.77M
24% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 94
0.1% less ownership
Funds ownership: 86.56% → 86.47% (-0.1%)
4% less funds holding
Funds holding: 284 → 274 (-10)
9% less capital invested
Capital invested by funds: $2.97B → $2.72B (-$255M)
20% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$13.5M |
| 2 |
WHRC
W.H. Reaves & Co
Jersey City,
New Jersey
|
+$12.7M |
| 3 |
MGIM
M&G Investment Management
London,
United Kingdom
|
+$12.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$25.9M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$10.5M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$10.3M |
| 4 |
Morgan Stanley
New York
|
-$9.77M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.95M |
CCOI Hedge Fund Activity: Q1 2022 in Review
274 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cogent Communications (CCOI) for Q1 2022, worth a combined $2.72B — down 8.6% from $2.97B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of CCOI and 32 opened new positions — a net loss of 8 holders — while 94 trimmed existing stakes and 117 added.
The largest buyer was State Street, adding an estimated $13.5M. The largest seller was Goldman Sachs, cutting an estimated $25.9M.
- 274 institutional investors held Cogent Communications (CCOI) as of Q1 2022, down from 284 in Q4 2021.
- Funds reported $2.72B of Cogent Communications stock for Q1 2022, down 8.6% quarter-over-quarter.
- 32 funds opened new Cogent Communications positions in Q1 2022 and 40 closed out, a net change of -8 holders.
- The largest Cogent Communications buyer in Q1 2022 was State Street, an estimated $13.5M added.
- The largest Cogent Communications seller in Q1 2022 was Goldman Sachs, an estimated $25.9M sold.
Based on aggregated 13F filings for Q1 2022.