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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
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$64K +$1.81K +41 +3%
VC
352
Vestor Capital
Illinois
$63K
JFGIW
353
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.8K +$59.5K +1,350 New
FMP
354
Financial Management Professionals
Texas
$48K
SS
355
Sunbelt Securities
Texas
$47.4K
PPC
356
Park Place Capital
Alabama
$43.4K -$63.1K -1,432 -60%
EWA
357
EverSource Wealth Advisors
Alabama
$38.8K -$6.39K -145 -14%
QL
358
Quarry LP
New York
$38.4K +$5.73K +130 +18%
Nomura Asset Management
359
Nomura Asset Management
Japan
$37.8K
CSB
360
City State Bank
Iowa
$36K
AAM
361
Advisors Asset Management
Colorado
$31.1K -$309 -7 -1%
KI
362
Kapitalo Investimentos
Brazil
$30K +$29.4K +666 New
GI
363
Gradient Investments
Minnesota
$29.2K -$749 -17 -3%
PAS
364
Point72 Asia (Singapore)
Singapore
$29.1K +$28.5K +647 New
WT
365
Whittier Trust
California
$29K -$5.51K -125 -16%
GA
366
GoalVest Advisory
New York
$27.1K
MCM
367
Manchester Capital Management
Vermont
$22.5K
OCM
368
Orion Capital Management
California
$22.4K
HCP
369
Hexagon Capital Partners
Arkansas
$21.5K -$1.37K -31 -6%
FFA
370
Farther Finance Advisors
California
$21.4K -$22K -498 -51%
IA
371
IFP Advisors
Florida
$18.5K
HNB
372
Huntington National Bank
Ohio
$17.6K +$617 +14 +4%
AWM
373
Atticus Wealth Management
Florida
$17.6K
GI
374
GAMMA Investing
California
$16.8K +$14K +317 New
SWM
375
Sugarloaf Wealth Management
Georgia
$16.1K

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.