Cogent Communications
CCOI
282 hedge funds and large institutions have $3.37B invested in Cogent Communications in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 88 increasing their positions, 107 reducing their positions, and 34 closing their positions.
500% more funds holding in top 10
Funds holding in top 10: 2 → 12 (+10)
377% more call options, than puts
Call options by funds: $9.12M | Put options by funds: $1.91M
74% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 34
25% more capital invested
Capital invested by funds: $2.69B → $3.37B (+$676M)
9% more funds holding
Funds holding: 259 → 282 (+23)
0.36% less ownership
Funds ownership: 87.38% → 87.02% (-0.36%)
18% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 107
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$48.5M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$34.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.5M |
| 4 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$22.7M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
MIG Capital
Newport Beach,
California
|
-$40.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$28M |
| 3 |
Man Group
London,
United Kingdom
|
-$24.3M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$23.7M |
| 5 |
BlackRock
New York
|
-$22.2M |
CCOI Hedge Fund Activity: Q1 2020 in Review
282 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Cogent Communications (CCOI) for Q1 2020, worth a combined $3.37B — up 25% from $2.69B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new CCOI positions and 34 closed out — a net gain of 25 holders — while 88 added to existing stakes and 107 trimmed.
The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $48.5M. The largest seller was MIG Capital, cutting an estimated $40.2M.
- 282 institutional investors held Cogent Communications (CCOI) as of Q1 2020, up from 259 in Q4 2019.
- Funds reported $3.37B of Cogent Communications stock for Q1 2020, up 25% quarter-over-quarter.
- 59 funds opened new Cogent Communications positions in Q1 2020 and 34 closed out, a net change of +25 holders.
- The largest Cogent Communications buyer in Q1 2020 was Vaughan Nelson Investment Management, an estimated $48.5M added.
- The largest Cogent Communications seller in Q1 2020 was MIG Capital, an estimated $40.2M sold.
Based on aggregated 13F filings for Q1 2020.