Cogent Communications
CCOI
152 hedge funds and large institutions have $1.55B invested in Cogent Communications in 2015 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 46 reducing their positions, and 17 closing their positions.
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
35% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 46
5% more funds holding
Funds holding: 145 → 152 (+7)
6% more call options, than puts
Call options by funds: $9.55M | Put options by funds: $8.98M
1% more capital invested
Capital invested by funds: $1.54B → $1.55B (+$8.22M)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.1M |
| 2 |
WHRC
W.H. Reaves & Co
Jersey City,
New Jersey
|
+$19.9M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$12.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.1M |
| 5 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$9.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCAM
Jericho Capital Asset Management
New York
|
-$28.6M |
| 2 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$23M |
| 3 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$19.6M |
| 4 |
ACM
Archer Capital Management
New York
|
-$18.4M |
| 5 |
VDBMI
Van Den Berg Management I
Austin,
Texas
|
-$12.6M |
CCOI Hedge Fund Activity: Q1 2015 in Review
152 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Cogent Communications (CCOI) for Q1 2015, worth a combined $1.55B — up 0.53% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new CCOI positions and 17 closed out — a net gain of 7 holders — while 62 added to existing stakes and 46 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $21.1M. The largest seller was Jericho Capital Asset Management, exiting entirely with an estimated $28.6M sold.
- 152 institutional investors held Cogent Communications (CCOI) as of Q1 2015, up from 145 in Q4 2014.
- Funds reported $1.55B of Cogent Communications stock for Q1 2015, up 0.53% quarter-over-quarter.
- 24 funds opened new Cogent Communications positions in Q1 2015 and 17 closed out, a net change of +7 holders.
- The largest Cogent Communications buyer in Q1 2015 was Fidelity Investments, an estimated $21.1M added.
- The largest Cogent Communications seller in Q1 2015 was Jericho Capital Asset Management, an estimated $28.6M sold.
Based on aggregated 13F filings for Q1 2015.