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Cogent Communications

130 hedge funds and large institutions have $1.29B invested in Cogent Communications in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $901K | Put options by funds: $290K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more capital invested

Capital invested by funds: $1.14B → $1.29B (+$145M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 130130 (0)

14% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 51

Holders
130
Holders Change
Holders Change %
0%
% of All Funds
4.22%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
12
Increased
44
Reduced
51
Closed
11
Calls
$901K
Puts
$290K
Net Calls
+$611K
Net Calls Change
+$694K
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
Frontier Capital Management
Massachusetts
$133M -$215K -7,006 -0.2%
SAS
2
Sarbit Advisory Services
Manitoba, Canada
$105M +$1.2M +39,100 +1%
Jennison Associates
3
Jennison Associates
New York
$90.4M -$3M -97,819 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$87.8M +$863K +28,119 +1%
CWAM
5
Columbia Wanger Asset Management
Illinois
$71.8M
FAM
6
Fred Alger Management
New York
$59.5M +$2.19M +71,360 +4%
JCAM
7
Jericho Capital Asset Management
New York
$53.9M +$7.9M +257,335 +18%
BIT
8
BlackRock Institutional Trust
California
$41.7M +$780K +25,409 +2%
BFA
9
BlackRock Fund Advisors
California
$39.6M +$4.52M +147,159 +14%
SRFM
10
Shannon River Fund Management
New York
$38.7M -$245K -8,000 -0.7%
Capital World Investors
11
Capital World Investors
California
$36.6M
Renaissance Technologies
12
Renaissance Technologies
New York
$35.9M +$10.4M +337,500 +44%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$31.2M +$3.49M +113,570 +13%
State Street
14
State Street
Massachusetts
$26.8M -$260K -8,479 -1%
Ameriprise
15
Ameriprise
Minnesota
$25.4M -$4.91K -160 -0%
Capital Research Global Investors
16
Capital Research Global Investors
California
$23.3M
Northern Trust
17
Northern Trust
Illinois
$23.3M -$687K -22,376 -3%
EAM
18
Eagle Asset Management
Florida
$22.1M -$3.75M -122,246 -15%
Canada Life
19
Canada Life
Manitoba, Canada
$20.8M +$8.74M +284,931 +79%
Citadel Advisors
20
Citadel Advisors
Florida
$20.2M +$6.17M +201,048 +47%
ACMM
21
Arbor Capital Management (Minnesota)
Minnesota
$17.9M -$1.99M -64,727 -11%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$17.8M -$68.6K -2,237 -0.4%
RCP
23
RIT Capital Partners
United Kingdom
$16.1M
Norges Bank
24
Norges Bank
Norway
$14.8M
CAM
25
Contour Asset Management
New York
$14.5M -$2.15M -70,000 -13%

CCOI Hedge Fund Activity: Q3 2013 in Review

130 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Cogent Communications (CCOI) for Q3 2013, worth a combined $1.29B — up 13% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CCOI positions and 11 closed out — a net gain of 1 holder — while 44 added to existing stakes and 51 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $10.4M. The largest seller was Century Capital Management, cutting an estimated $25.7M.

  • 130 institutional investors held Cogent Communications (CCOI) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $1.29B of Cogent Communications stock for Q3 2013, up 13% quarter-over-quarter.
  • 12 funds opened new Cogent Communications positions in Q3 2013 and 11 closed out, a net change of +1 holder.
  • The largest Cogent Communications buyer in Q3 2013 was Renaissance Technologies, an estimated $10.4M added.
  • The largest Cogent Communications seller in Q3 2013 was Century Capital Management, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2013.