Cogent Communications
CCOI
202 hedge funds and large institutions have $2.27B invested in Cogent Communications in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 24 closing their positions.
59% more call options, than puts
Call options by funds: $8.07M | Put options by funds: $5.09M
33% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 24
21% more capital invested
Capital invested by funds: $1.87B → $2.27B (+$393M)
3% more funds holding
Funds holding: 196 → 202 (+6)
8% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 61
1.48% less ownership
Funds ownership: 93.11% → 91.63% (-1.5%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| 1 |
BlackRock
New York
|
+$14.3M |
| 2 |
Renaissance Technologies
New York
|
+$14.2M |
| 3 |
CS
Central Securities
New York
|
+$9.94M |
| 4 |
Two Sigma Investments
New York
|
+$9.16M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$8.5M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$34.3M |
| 2 |
Jennison Associates
New York
|
-$22.6M |
| 3 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$15.3M |
| 4 |
MC
MIG Capital
Newport Beach,
California
|
-$9.9M |
| 5 |
CLM
ClearBridge LLC (Maryland)
Baltimore,
Maryland
|
-$9.21M |
CCOI Hedge Fund Activity: Q2 2018 in Review
202 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Cogent Communications (CCOI) for Q2 2018, worth a combined $2.27B — up 21% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new CCOI positions and 24 closed out — a net gain of 8 holders — while 66 added to existing stakes and 61 trimmed.
The largest buyer was BlackRock, adding an estimated $14.3M. The largest seller was Fidelity Investments, cutting an estimated $34.3M.
- 202 institutional investors held Cogent Communications (CCOI) as of Q2 2018, up from 196 in Q1 2018.
- Funds reported $2.27B of Cogent Communications stock for Q2 2018, up 21% quarter-over-quarter.
- 32 funds opened new Cogent Communications positions in Q2 2018 and 24 closed out, a net change of +8 holders.
- The largest Cogent Communications buyer in Q2 2018 was BlackRock, an estimated $14.3M added.
- The largest Cogent Communications seller in Q2 2018 was Fidelity Investments, an estimated $34.3M sold.
Based on aggregated 13F filings for Q2 2018.