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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
BRWA
501
B. Riley Wealth Advisors
Florida
-$222K -4,691 Closed
LWAM
502
Legacy Wealth Asset Management
Minnesota
-$218K -4,616 Closed
JIP
503
Jaffetilchin Investment Partners
Florida
-$212K -4,482 Closed
LFAS
504
Level Four Advisory Services
Texas
-$210K -4,447 Closed
VAS
505
Vestmark Advisory Solutions
Massachusetts
-$207K -4,390 Closed
CAM
506
Claret Asset Management
Quebec, Canada
-$203K -4,294 Closed
PPWM
507
PFG Private Wealth Management
Florida
-$161K -3,400 Closed
TPCW
508
TD Private Client Wealth
New York
-$143K -3,025 Closed
Point72 Asset Management
509
Point72 Asset Management
Connecticut
-$110K -2,329 Closed
Mitsubishi UFJ Trust & Banking
510
Mitsubishi UFJ Trust & Banking
Japan
-$101K -2,143 Closed
CFGS
511
Concourse Financial Group Securities
Alabama
-$59.8K -1,357 Closed
CG
512
Cutler Group
California
-$33K -706 Closed
RFA
513
Register Financial Advisors
Georgia
-$31.6K -668 Closed
CSPIA
514
Cary Street Partners Investment Advisory
Virginia
-$18.9K -400 Closed
HGERS
515
Householder Group Estate & Retirement Specialist
Arizona
-$17.5K -370 Closed
LAS
516
LWM Advisory Services
Florida
-$13.4K -284 Closed
FAM
517
Flaharty Asset Management
Florida
-$11.3K -240 Closed
KFS
518
Kelly Financial Services
Massachusetts
-$8.79K -186 Closed
AAP
519
Arax Advisory Partners
Colorado
-$7.09K -150 Closed
EARNEST Partners
520
EARNEST Partners
Georgia
-$4.54K -96 Closed
SIC
521
Salem Investment Counselors
North Carolina
-$4.49K -95 Closed
BCMLT
522
Beacon Capital Management LLC (Tennessee)
Tennessee
-$1.87K -44 Closed
OLVIG
523
Oliver Lagore Vanvalin Investment Group
Michigan
-$1.42K -30 Closed
CA
524
Crewe Advisors
Utah
-$142 -3 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.