Cogent Communications
CCOI
259 hedge funds and large institutions have $2.43B invested in Cogent Communications in 2020 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 90 increasing their positions, 100 reducing their positions, and 49 closing their positions.
105% more call options, than puts
Call options by funds: $8.79M | Put options by funds: $4.29M
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
3.04% more ownership
Funds ownership: 82.97% → 86.02% (+3%)
3% more capital invested
Capital invested by funds: $2.35B → $2.43B (+$81M)
4% less funds holding
Funds holding: 270 → 259 (-11)
10% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 100
20% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$37.3M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$29M |
| 3 |
NIMI
Natixis Investment Managers International
Paris,
France
|
+$21.9M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$17.5M |
| 5 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$26.8M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$20.8M |
| 3 |
Goldman Sachs
New York
|
-$19M |
| 4 |
Two Sigma Investments
New York
|
-$13.8M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$12.9M |
CCOI Hedge Fund Activity: Q4 2020 in Review
259 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Cogent Communications (CCOI) for Q4 2020, worth a combined $2.43B — up 3.4% from $2.35B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of CCOI and 39 opened new positions — a net loss of 10 holders — while 100 trimmed existing stakes and 90 added.
The largest buyer was Brown Advisory, adding an estimated $37.3M. The largest seller was Renaissance Technologies, cutting an estimated $26.8M.
- 259 institutional investors held Cogent Communications (CCOI) as of Q4 2020, down from 270 in Q3 2020.
- Funds reported $2.43B of Cogent Communications stock for Q4 2020, up 3.4% quarter-over-quarter.
- 39 funds opened new Cogent Communications positions in Q4 2020 and 49 closed out, a net change of -10 holders.
- The largest Cogent Communications buyer in Q4 2020 was Brown Advisory, an estimated $37.3M added.
- The largest Cogent Communications seller in Q4 2020 was Renaissance Technologies, an estimated $26.8M sold.
Based on aggregated 13F filings for Q4 2020.