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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
JF
476
Jump Financial
Illinois
-$508K -10,749 Closed
SFS
477
Sowell Financial Services
Arkansas
-$483K -10,224 Closed
CCS
478
Concentric Capital Strategies
Connecticut
-$475K -10,043 Closed
Cetera Investment Advisers
479
Cetera Investment Advisers
Illinois
-$452K -9,555 Closed
WWP
480
WR Wealth Planners
Missouri
-$391K -8,272 Closed
BTWM
481
Baker Tilly Wealth Management
Wisconsin
-$343K -7,250 Closed
MOS
482
MGO One Seven
Ohio
-$342K -7,235 Closed
LAS
483
Lloyd Advisory Services
Georgia
-$339K -7,166 Closed
NG
484
Norden Group
Utah
-$339K -7,166 Closed
LCM
485
Legato Capital Management
California
-$303K -6,420 Closed
Cambridge Investment Research Advisors
486
Cambridge Investment Research Advisors
Iowa
-$284K -6,001 Closed
CWM
487
Cornerstone Wealth Management
Missouri
-$269K -5,689 Closed
AWS
488
Atria Wealth Solutions
New York
-$264K -5,584 Closed
PWG
489
Portside Wealth Group
Utah
-$264K -5,559 Closed
GLR
490
Great Lakes Retirement
Ohio
-$261K -5,531 Closed
BIAS
491
Beacon Investment Advisory Services
New Jersey
-$259K -5,474 Closed
FA
492
FDx Advisors
Illinois
-$256K -5,408 Closed
AWAU
493
Alliance Wealth Advisors (Utah)
Utah
-$252K -5,341 Closed
KPWS
494
Kestra Private Wealth Services
Texas
-$249K -5,264 Closed
IAS
495
Insigneo Advisory Services
Florida
-$245K -5,178 Closed
MCM
496
MAI Capital Management
Ohio
-$237K -5,017 Closed
SI
497
Stephens Inc
Arkansas
-$234K -4,950 Closed
CP
498
Covenant Partners
Tennessee
-$233K -4,938 Closed
MC
499
Moors & Cabot
Massachusetts
-$224K -4,744 Closed
D.E. Shaw & Co
500
D.E. Shaw & Co
New York
-$207K -4,700 Closed

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.