We are live on ! Find out more

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
TAM
401
Tucker Asset Management
Colorado
$6.08K
Bessemer Group
402
Bessemer Group
New Jersey
$6K -$234K -5,300 -97%
BBPWM
403
Blue Bell Private Wealth Management
Pennsylvania
$5.63K
TCA
404
Trifecta Capital Advisors
Illinois
$5.54K +$5.42K +123 New
SAM
405
Smartleaf Asset Management
Massachusetts
$5.28K +$5.33K +121 New
NFA
406
Northwest Financial Advisors
Virginia
$5.09K +$4.98K +113 New
BFEC
407
Benjamin F. Edwards & Company
Missouri
$5K +$4.76K +108 New
VWM
408
Venturi Wealth Management
Texas
$4.95K +$4.85K +110 New
QC
409
Quent Capital
New York
$4.91K -$5.51K -125 -53%
AF
410
Allworth Financial
California
$4.77K +$265 +6 +6%
JWA
411
JFS Wealth Advisors
Pennsylvania
$4.59K +$1.68K +38 +59%
BIA
412
Bell Investment Advisors
California
$4.41K +$1.5K +34 +53%
ADL
413
Asset Dedication LLC
California
$4K
GJIA
414
Glass Jacobson Investment Advisors
Maryland
$3.83K
Mitsubishi UFJ Asset Management
415
Mitsubishi UFJ Asset Management
Japan
$3.79K
OSNBOA
416
Old Second National Bank of Aurora
Illinois
$3.2K
HI
417
Hoey Investments
Pennsylvania
$2.93K
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$2.79K
RWPA
419
Richard W. Paul & Associates
Michigan
$2.7K
CAS
420
Coppell Advisory Solutions
Texas
$2.43K +$2.38K +54 New
DJSG
421
D.J. St. Germain
Massachusetts
$2.12K
NC
422
NewSquare Capital
Pennsylvania
$2.07K
VNA
423
Valley National Advisers
Pennsylvania
$2K +$1.98K +45 New
NFSG
424
Newbridge Financial Services Group
Florida
$1.98K
GRP
425
Global Retirement Partners
California
$1.87K -$94.3K -2,139 -98%

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.