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451 hedge funds and large institutions have $6.1B invested in Ciena in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 132 increasing their positions, 172 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $48.5M | Put options by funds: $31.6M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2.32% more ownership

Funds ownership: 91.14%93.46% (+2.3%)

4% less capital invested

Capital invested by funds: $6.37B → $6.1B (-$270M)

4% less funds holding

Funds holding: 468451 (-17)

15% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 74

23% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 172

Holders
451
Holders Change
-17
Holders Change %
-3.63%
% of All Funds
6.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
63
Increased
132
Reduced
172
Closed
74
Calls
$48.5M
Puts
$31.6M
Net Calls
+$16.9M
Net Calls Change
-$8.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
301
PEAK6 Investments
Illinois
$314K +$308K +6,977 New
PA
302
PSI Advisors
Florida
$306K -$2.2K -50 -0.7%
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$300K -$188K -4,257 -39%
XT
304
XTX Topco
Cayman Islands
$297K -$39.5K -897 -12%
CIBC World Market
305
CIBC World Market
Ontario, Canada
$295K
SCM
306
Shelton Capital Management
Colorado
$287K -$24.3K -551 -8%
SMH
307
Sanders Morris Harris
Texas
$284K
FB
308
Fulton Bank
Pennsylvania
$284K +$46.1K +1,046 +20%
MAM
309
Marketfield Asset Management
New York
$283K
EI
310
Ethic Inc
New York
$280K +$275K +6,231 New
HI
311
Handelsinvest Investeringsforvaltning
Denmark
$276K +$270K +6,128 New
I
312
InceptionR
California
$268K -$353K -8,000 -57%
WAM
313
Watershed Asset Management
California
$267K +$18.4K +418 +8%
Mackenzie Financial
314
Mackenzie Financial
Ontario, Canada
$260K +$254K +5,769 New
VA
315
Vident Advisory
Georgia
$259K -$81.7K -1,853 -24%
SWP
316
Stratos Wealth Partners
Ohio
$250K -$61K -1,383 -20%
ASN
317
Advisory Services Network
Georgia
$246K +$882 +20 +0.4%
HWM
318
HB Wealth Management
Georgia
$245K -$4.76M -108,058 -95%
PAG
319
Private Advisor Group
New Jersey
$238K +$233K +5,280 New
GT
320
Greenleaf Trust
Michigan
$233K -$9.74K -221 -4%
PAM
321
Panagora Asset Management
Massachusetts
$232K -$8.02K -182 -3%
DT
322
Diversified Trust
Tennessee
$228K -$47.5K -1,077 -18%
KAS
323
Kestra Advisory Services
Texas
$226K -$100K -2,274 -31%
Creative Planning
324
Creative Planning
Kansas
$221K -$35K -795 -14%
GC
325
Grimes & Company
Massachusetts
$220K -$55.5K -1,260 -20%

CIEN Hedge Fund Activity: Q4 2023 in Review

451 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ciena (CIEN) for Q4 2023, worth a combined $6.1B — down 4.2% from $6.37B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of CIEN and 63 opened new positions — a net loss of 11 holders — while 172 trimmed existing stakes and 132 added.

The largest buyer was Fidelity Investments, adding an estimated $105M. The largest seller was AllianceBernstein, cutting an estimated $102M.

  • 451 institutional investors held Ciena (CIEN) as of Q4 2023, down from 468 in Q3 2023.
  • Funds reported $6.1B of Ciena stock for Q4 2023, down 4.2% quarter-over-quarter.
  • 63 funds opened new Ciena positions in Q4 2023 and 74 closed out, a net change of -11 holders.
  • The largest Ciena buyer in Q4 2023 was Fidelity Investments, an estimated $105M added.
  • The largest Ciena seller in Q4 2023 was AllianceBernstein, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2023.