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Cogent Communications

314 hedge funds and large institutions have $3.58B invested in Cogent Communications in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 116 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more call options, than puts

Call options by funds: $49.1M | Put options by funds: $8.54M

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

5% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 38

2% more capital invested

Capital invested by funds: $3.52B → $3.58B (+$64.3M)

0.27% more ownership

Funds ownership: 94.52%94.79% (+0.27%)

1% less funds holding

Funds holding: 316314 (-2)

11% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 116

Holders
314
Holders Change
-2
Holders Change %
-0.63%
% of All Funds
4.14%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.2%
New
40
Increased
103
Reduced
116
Closed
38
Calls
$49.1M
Puts
$8.54M
Net Calls
+$40.5M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$524M -$6.21M -77,931 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$394M +$3.47M +43,523 +0.9%
Brown Advisory
3
Brown Advisory
Maryland
$146M +$29.4M +368,129 +24%
State Street
4
State Street
Massachusetts
$142M +$6.83M +85,659 +5%
EIG
5
EdgePoint Investment Group
Ontario, Canada
$119M +$61.1K +766 +0%
HRCM
6
Hood River Capital Management
Florida
$111M +$20.5M +257,383 +22%
MC
7
MIG Capital
California
$89.1M -$8.24M -103,303 -8%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$80.1M -$38.1K -478 -0%
HCM
9
Harspring Capital Management
New York
$79.8M -$11.3M -141,703 -12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$78.1M -$111K -1,395 -0.1%
Capital World Investors
11
Capital World Investors
California
$75.7M
Morgan Stanley
12
Morgan Stanley
New York
$70.4M -$391K -4,902 -0.5%
DG
13
DigitalBridge Group
Florida
$70M +$51.5M +645,521 +246%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$62.3M +$615K +7,714 +1%
Ameriprise
15
Ameriprise
Minnesota
$58M +$18.8M +235,842 +46%
Renaissance Technologies
16
Renaissance Technologies
New York
$57M -$12.4M -155,400 -17%
BRIM
17
Broad Run Investment Management
Virginia
$54M -$530K -6,644 -0.9%
WHRC
18
W.H. Reaves & Co
New Jersey
$53.8M +$8.13M +101,956 +17%
BFM
19
Boston Financial Management
Massachusetts
$46M -$1.04M -13,000 -2%
WHG
20
Westwood Holdings Group
Texas
$45M -$2.85M -35,713 -6%
SIG
21
Senator Investment Group
New York
$45M -$6.42M -80,538 -12%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$41.6M -$2.23M -27,922 -5%
Northern Trust
23
Northern Trust
Illinois
$40.9M -$980K -12,292 -2%
NM
24
Newtyn Management
New York
$40.5M
Raymond James Financial
25
Raymond James Financial
Florida
$39.8M +$41.2M +516,993 New

CCOI Hedge Fund Activity: Q4 2024 in Review

314 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cogent Communications (CCOI) for Q4 2024, worth a combined $3.58B — up 1.8% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CCOI positions and 38 closed out — a net gain of 2 holders — while 103 added to existing stakes and 116 trimmed.

The largest buyer was DigitalBridge Group, adding an estimated $51.5M. The largest seller was Copeland Capital Management, cutting an estimated $60M.

  • 314 institutional investors held Cogent Communications (CCOI) as of Q4 2024, down from 316 in Q3 2024.
  • Funds reported $3.58B of Cogent Communications stock for Q4 2024, up 1.8% quarter-over-quarter.
  • 40 funds opened new Cogent Communications positions in Q4 2024 and 38 closed out, a net change of +2 holders.
  • The largest Cogent Communications buyer in Q4 2024 was DigitalBridge Group, an estimated $51.5M added.
  • The largest Cogent Communications seller in Q4 2024 was Copeland Capital Management, an estimated $60M sold.

Based on aggregated 13F filings for Q4 2024.