Cogent Communications
CCOI
233 hedge funds and large institutions have $919M invested in Cogent Communications in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 77 increasing their positions, 80 reducing their positions, and 48 closing their positions.
378% more call options, than puts
Call options by funds: $106M | Put options by funds: $22.1M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
4% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 80
1.91% less ownership
Funds ownership: 99.42% → 97.51% (-1.9%)
5% less funds holding
Funds holding: 246 → 233 (-13)
10% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 48
13% less capital invested
Capital invested by funds: $1.05B → $919M (-$134M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.9M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$11.6M |
| 3 |
DG
DigitalBridge Group
Boca Raton,
Florida
|
+$11.2M |
| 4 |
HF
HRT Financial
New York
|
+$10.1M |
| 5 |
D.E. Shaw & Co
New York
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$25.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$19.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.9M |
| 4 |
HCM
Harspring Capital Management
New York
|
-$6.95M |
| 5 |
Man Group
London,
United Kingdom
|
-$5.2M |
CCOI Hedge Fund Activity: Q1 2026 in Review
233 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Cogent Communications (CCOI) for Q1 2026, worth a combined $919M — down 13% from $1.05B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of CCOI and 43 opened new positions — a net loss of 5 holders — while 80 trimmed existing stakes and 77 added.
The largest buyer was Morgan Stanley, adding an estimated $13.9M. The largest seller was First Trust Advisors, exiting entirely with an estimated $25.4M sold.
- 233 institutional investors held Cogent Communications (CCOI) as of Q1 2026, down from 246 in Q4 2025.
- Funds reported $919M of Cogent Communications stock for Q1 2026, down 13% quarter-over-quarter.
- 43 funds opened new Cogent Communications positions in Q1 2026 and 48 closed out, a net change of -5 holders.
- The largest Cogent Communications buyer in Q1 2026 was Morgan Stanley, an estimated $13.9M added.
- The largest Cogent Communications seller in Q1 2026 was First Trust Advisors, an estimated $25.4M sold.
Based on aggregated 13F filings for Q1 2026.