Cogent Communications
CCOI
154 hedge funds and large institutions have $1.5B invested in Cogent Communications in 2015 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 27 closing their positions.
11% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 27
10% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 50
1% more funds holding
Funds holding: 152 → 154 (+2)
1% more call options, than puts
Call options by funds: $14.3M | Put options by funds: $14.2M
3% less capital invested
Capital invested by funds: $1.55B → $1.5B (-$42.9M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.3M |
| 2 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$22.2M |
| 3 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$21.8M |
| 4 |
D.E. Shaw & Co
New York
|
+$21.5M |
| 5 |
WHRC
W.H. Reaves & Co
Jersey City,
New Jersey
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$28.1M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$26.7M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$24.1M |
| 4 |
ACM
Archer Capital Management
New York
|
-$16.7M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$13.5M |
CCOI Hedge Fund Activity: Q2 2015 in Review
154 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Cogent Communications (CCOI) for Q2 2015, worth a combined $1.5B — down 2.8% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new CCOI positions and 27 closed out — a net gain of 3 holders — while 55 added to existing stakes and 50 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $24.3M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $28.1M.
- 154 institutional investors held Cogent Communications (CCOI) as of Q2 2015, up from 152 in Q1 2015.
- Funds reported $1.5B of Cogent Communications stock for Q2 2015, down 2.8% quarter-over-quarter.
- 30 funds opened new Cogent Communications positions in Q2 2015 and 27 closed out, a net change of +3 holders.
- The largest Cogent Communications buyer in Q2 2015 was Fidelity Investments, an estimated $24.3M added.
- The largest Cogent Communications seller in Q2 2015 was Columbia Wanger Asset Management, an estimated $28.1M sold.
Based on aggregated 13F filings for Q2 2015.