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307 hedge funds and large institutions have $3.86B invested in Ciena in 2018 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 101 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 37

23% more capital invested

Capital invested by funds: $3.14B → $3.86B (+$718M)

5% more funds holding

Funds holding: 291307 (+16)

10% more call options, than puts

Call options by funds: $88.9M | Put options by funds: $81.1M

0.71% less ownership

Funds ownership: 104.51%103.8% (-0.71%)

2% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 103

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
307
Holders Change
+16
Holders Change %
+5.5%
% of All Funds
7.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
57
Increased
101
Reduced
103
Closed
37
Calls
$88.9M
Puts
$81.1M
Net Calls
+$7.81M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
276
Advantage Investment Management
Iowa
$13K
AIL
277
AGF Investments LLC
Ontario, Canada
$9K -$6.47K -275 -44%
ST
278
Smithfield Trust
Pennsylvania
$9K -$3.91K -166 -33%
WT
279
Whittier Trust
California
$9K
GAM
280
Gemmer Asset Management
California
$8K
APP
281
Avantax Planning Partners
Iowa
$8K +$7.27K +309 New
WIM
282
Westside Investment Management
California
$7.09K
IP
283
Intellectus Partners
California
$7K
BFC
284
Bedel Financial Consulting
Indiana
$7K +$6.09K +259 New
CAW
285
Cornerstone Advisors (Washington)
Washington
$6K +$871 +37 +19%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$5K -$6.33K -269 -57%
LFA
287
Legacy Financial Advisors
Kentucky
$5K +$4.71K +200 New
AWM
288
Aevitas Wealth Management
Massachusetts
$3K
MCA
289
Mercer Capital Advisers
New Jersey
$3K
TWA
290
TCI Wealth Advisors
Arizona
$3K
QCG
291
Quadrant Capital Group
Ohio
$3K +$2.45K +104 +168%
TDC
292
Thompson Davis & Co
Virginia
$3K +$2.94K +125 New
RFC
293
Regions Financial Corp
Alabama
$2K
HR
294
Howe & Rusling
New York
$1K -$168K -7,130 -99%
AIS
295
Accurate Investment Solutions
Pennsylvania
$1K
LF
296
Lee Financial
Texas
$1K
PFGIA
297
Patriot Financial Group Insurance Agency
Massachusetts
$1K
WTC
298
WhitTier Trust Company
Nevada
$1K
Bessemer Group
299
Bessemer Group
New Jersey
$1K +$541 +23 New
JA
300
JOYN Advisors
Georgia
$1K +$894 +38 New

CIEN Hedge Fund Activity: Q1 2018 in Review

307 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Ciena (CIEN) for Q1 2018, worth a combined $3.86B — up 23% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new CIEN positions and 37 closed out — a net gain of 20 holders — while 101 added to existing stakes and 103 trimmed.

The largest buyer was Shapiro Capital Management, opening a new position worth an estimated $61.2M. The largest seller was Wellington Management Group, cutting an estimated $53.9M.

  • 307 institutional investors held Ciena (CIEN) as of Q1 2018, up from 291 in Q4 2017.
  • Funds reported $3.86B of Ciena stock for Q1 2018, up 23% quarter-over-quarter.
  • 57 funds opened new Ciena positions in Q1 2018 and 37 closed out, a net change of +20 holders.
  • The largest Ciena buyer in Q1 2018 was Shapiro Capital Management, an estimated $61.2M added.
  • The largest Ciena seller in Q1 2018 was Wellington Management Group, an estimated $53.9M sold.

Based on aggregated 13F filings for Q1 2018.