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Cogent Communications

188 hedge funds and large institutions have $1.73B invested in Cogent Communications in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $1.75M | Put options by funds: $1.02M

58% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 53

0.03% more ownership

Funds ownership: 95.26%95.29% (+0.03%)

3% less funds holding

Funds holding: 194188 (-6)

7% less capital invested

Capital invested by funds: $1.87B → $1.73B (-$133M)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
188
Holders Change
-6
Holders Change %
-3.09%
% of All Funds
4.69%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
16
Increased
84
Reduced
53
Closed
21
Calls
$1.75M
Puts
$1.02M
Net Calls
+$732K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$14.6M +$1.09M +26,380 +8%
Principal Financial Group
27
Principal Financial Group
Iowa
$13.7M +$227K +5,472 +2%
BFM
28
Boston Financial Management
Massachusetts
$13.6M +$1.92M +46,246 +16%
Goldman Sachs
29
Goldman Sachs
New York
$12M +$5.16M +124,594 +71%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$11.2M -$265K -6,392 -2%
Ameriprise
31
Ameriprise
Minnesota
$10.8M +$1.95M +46,968 +21%
CCM
32
Copeland Capital Management
Pennsylvania
$10.8M +$11.1M +268,299 New
PCA
33
Personal Capital Advisors
California
$10.7M -$5.95M -143,534 -35%
AC
34
Asturias Capital
New York
$9.68M -$2.68M -64,611 -21%
RRAM
35
River Road Asset Management
Kentucky
$8.8M +$9.09M +219,454 New
GC
36
Guggenheim Capital
Illinois
$8.09M +$1.62M +39,046 +24%
Charles Schwab
37
Charles Schwab
California
$7.49M +$718K +17,340 +10%
KCM
38
Kornitzer Capital Management
Kansas
$7.07M -$3.33M -80,445 -31%
William Blair & Company
39
William Blair & Company
Illinois
$6.13M +$73K +1,763 +1%
NI
40
Numeric Investors
Massachusetts
$5.83M +$1.09M +26,400 +22%
Morgan Stanley
41
Morgan Stanley
New York
$5.67M +$2.17M +52,368 +59%
OC
42
Oppenheimer & Co
New York
$5.54M +$4.05M +97,677 +242%
ANI
43
American National Insurance
Texas
$5.46M
QI
44
QS Investors
New York
$5.2M -$46.1K -1,112 -0.9%
RCMC
45
RK Capital Management (Colorado)
Colorado
$4.96M -$4.66M -112,500 -48%
SCA
46
Secor Capital Advisors
New York
$4.94M +$1.08M +26,130 +27%
TCIM
47
TIAA CREF Investment Management
New York
$4.5M -$151K -3,641 -3%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$4.5M +$1.24M +29,900 +36%
Invesco
49
Invesco
Georgia
$4.39M +$273K +6,598 +6%
HAM
50
Harber Asset Management
North Carolina
$4.15M +$4.29M +103,508 New

CCOI Hedge Fund Activity: Q2 2017 in Review

188 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cogent Communications (CCOI) for Q2 2017, worth a combined $1.73B — down 7.1% from $1.87B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of CCOI and 16 opened new positions — a net loss of 5 holders — while 53 trimmed existing stakes and 84 added.

The largest buyer was Copeland Capital Management, opening a new position worth an estimated $11.1M. The largest seller was Fidelity International, exiting entirely with an estimated $25.7M sold.

  • 188 institutional investors held Cogent Communications (CCOI) as of Q2 2017, down from 194 in Q1 2017.
  • Funds reported $1.73B of Cogent Communications stock for Q2 2017, down 7.1% quarter-over-quarter.
  • 16 funds opened new Cogent Communications positions in Q2 2017 and 21 closed out, a net change of -5 holders.
  • The largest Cogent Communications buyer in Q2 2017 was Copeland Capital Management, an estimated $11.1M added.
  • The largest Cogent Communications seller in Q2 2017 was Fidelity International, an estimated $25.7M sold.

Based on aggregated 13F filings for Q2 2017.