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307 hedge funds and large institutions have $3.86B invested in Ciena in 2018 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 101 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 37

23% more capital invested

Capital invested by funds: $3.14B → $3.86B (+$718M)

5% more funds holding

Funds holding: 291307 (+16)

10% more call options, than puts

Call options by funds: $88.9M | Put options by funds: $81.1M

0.71% less ownership

Funds ownership: 104.51%103.8% (-0.71%)

2% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 103

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
307
Holders Change
+16
Holders Change %
+5.5%
% of All Funds
7.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
57
Increased
101
Reduced
103
Closed
37
Calls
$88.9M
Puts
$81.1M
Net Calls
+$7.81M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$403M +$9.34M +396,999 +3%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$350M +$17.3M +736,006 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$325M +$8.85M +375,979 +3%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$128M -$286K -12,134 -0.2%
State Street
5
State Street
Massachusetts
$125M +$187K +7,935 +0.2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$118M +$48.2M +2,047,067 +81%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$114M +$24.2M +1,026,844 +30%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$113M -$53.9M -2,290,430 -34%
Fidelity International
9
Fidelity International
Bermuda
$104M +$10.7M +453,397 +13%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$93.8M -$435K -18,493 -0.5%
TCIM
11
TIAA CREF Investment Management
New York
$87.1M +$18.5M +786,894 +31%
Invesco
12
Invesco
Georgia
$78.3M -$41.8M -1,776,718 -37%
TA
13
Teachers Advisors
New York
$72.6M -$4.14M -176,089 -6%
SCM
14
Shapiro Capital Management
Georgia
$67.4M +$61.2M +2,601,004 New
Northern Trust
15
Northern Trust
Illinois
$57.1M +$575K +24,421 +1%
Goldman Sachs
16
Goldman Sachs
New York
$53.3M -$9.1M -386,697 -16%
Boston Partners
17
Boston Partners
Massachusetts
$50.4M +$10.9M +462,933 +31%
LSV Asset Management
18
LSV Asset Management
Illinois
$45.2M +$37.3M +1,586,915 +996%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$44.5M -$451K -19,160 -1%
Norges Bank
20
Norges Bank
Norway
$44.5M +$9.13M +388,144 +29%
Bank of America
21
Bank of America
North Carolina
$42.7M +$16.8M +714,654 +76%
MC
22
Maverick Capital
Texas
$37.9M -$22.8M -970,270 -40%
Renaissance Technologies
23
Renaissance Technologies
New York
$37.9M -$10.7M -454,300 -24%
Deutsche Bank
24
Deutsche Bank
Germany
$37.3M -$4.05M -172,184 -11%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$37M -$4.84M -205,536 -13%

CIEN Hedge Fund Activity: Q1 2018 in Review

307 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Ciena (CIEN) for Q1 2018, worth a combined $3.86B — up 23% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new CIEN positions and 37 closed out — a net gain of 20 holders — while 101 added to existing stakes and 103 trimmed.

The largest buyer was Shapiro Capital Management, opening a new position worth an estimated $61.2M. The largest seller was Wellington Management Group, cutting an estimated $53.9M.

  • 307 institutional investors held Ciena (CIEN) as of Q1 2018, up from 291 in Q4 2017.
  • Funds reported $3.86B of Ciena stock for Q1 2018, up 23% quarter-over-quarter.
  • 57 funds opened new Ciena positions in Q1 2018 and 37 closed out, a net change of +20 holders.
  • The largest Ciena buyer in Q1 2018 was Shapiro Capital Management, an estimated $61.2M added.
  • The largest Ciena seller in Q1 2018 was Wellington Management Group, an estimated $53.9M sold.

Based on aggregated 13F filings for Q1 2018.