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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
Mercer Global Advisors
326
Mercer Global Advisors
Colorado
$219K -$7.98K -181 -4%
EP
327
Edgestream Partners
New Jersey
$213K -$589K -13,358 -74%
M&T Bank
328
M&T Bank
New York
$209K -$24.1K -547 -11%
FC
329
FORA Capital
Florida
$206K -$59.4K -1,348 -23%
BC
330
Bartlett & Co
Ohio
$206K
BCWM
331
Bartlett & Co Wealth Management
Ohio
$206K
BPA
332
Beacon Pointe Advisors
California
$205K -$50.4K -1,143 -20%
SP
333
Systematic Portfolios
New York
$204K +$200K +4,541 New
CCM
334
Coldstream Capital Management
Washington
$204K +$200K +4,534 New
AIA
335
Angeles Investment Advisors
California
$203K
PA
336
Parallel Advisors
California
$191K -$11.4K -259 -6%
HFS
337
Hantz Financial Services
Michigan
$183K -$7.7M -174,590 -98%
NICM
338
Neo Ivy Capital Management
New York
$154K +$151K +3,426 New
SPIA
339
Steward Partners Investment Advisory
New York
$148K +$119K +2,693 +445%
OA
340
Operose Advisors
Wisconsin
$145K
QCG
341
Quadrant Capital Group
Ohio
$138K +$1.54K +35 +1%
ST
342
Smithfield Trust
Pennsylvania
$136K
CTC
343
Central Trust Company
Missouri
$114K
LSA
344
Leonteq Securities AG
Switzerland
$107K +$22.3K +505 +27%
FDCDDQ
345
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K
GWM
346
Geneos Wealth Management
Colorado
$100K
Allspring Global Investments
347
Allspring Global Investments
North Carolina
$91.1K -$31.9K -724 -26%
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$73.6K -$19.2K -436 -21%
NA
349
NewEdge Advisors
Louisiana
$70.2K +$16.9K +383 +33%
CT
350
Colonial Trust
South Carolina
$68.2K

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.