Cogent Communications
CCOI
225 hedge funds and large institutions have $656M invested in Cogent Communications in 2026 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 47 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 72
6% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 47
3.1% less ownership
Funds ownership: 97.51% → 94.41% (-3.1%)
3% less funds holding
Funds holding: 233 → 225 (-8)
20% less call options, than puts
Call options by funds: $10.4M | Put options by funds: $12.9M
29% less capital invested
Capital invested by funds: $919M → $656M (-$263M)
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$21.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$13.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$9.33M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$7.48M |
| 5 |
ACA
AYAL Capital Advisors
Toronto,
Ontario, Canada
|
+$7.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$23.2M |
| 2 |
DG
DigitalBridge Group
Boca Raton,
Florida
|
-$21.5M |
| 3 |
HCM
Harspring Capital Management
New York
|
-$8.99M |
| 4 |
6CM
683 Capital Management
New York
|
-$8.48M |
| 5 |
D.E. Shaw & Co
New York
|
-$8.37M |
CCOI Hedge Fund Activity: Q2 2026 in Review
225 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Cogent Communications (CCOI) for Q2 2026, worth a combined $656M — down 29% from $919M a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of CCOI and 44 opened new positions — a net loss of 3 holders — while 72 trimmed existing stakes and 77 added.
The largest buyer was Park West Asset Management, adding an estimated $21.6M. The largest seller was Morgan Stanley, cutting an estimated $23.2M.
- 225 institutional investors held Cogent Communications (CCOI) as of Q2 2026, down from 233 in Q1 2026.
- Funds reported $656M of Cogent Communications stock for Q2 2026, down 29% quarter-over-quarter.
- 44 funds opened new Cogent Communications positions in Q2 2026 and 47 closed out, a net change of -3 holders.
- The largest Cogent Communications buyer in Q2 2026 was Park West Asset Management, an estimated $21.6M added.
- The largest Cogent Communications seller in Q2 2026 was Morgan Stanley, an estimated $23.2M sold.
Based on aggregated 13F filings for Q2 2026.