Ceragon Networks
CRNT
72 hedge funds and large institutions have $39.5M invested in Ceragon Networks in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 12 closing their positions.
3.39% less ownership
Funds ownership: 21.34% → 17.94% (-3.4%)
4% less funds holding
Funds holding: 75 → 72 (-3)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
34% less capital invested
Capital invested by funds: $60M → $39.5M (-$20.5M)
35% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 26
66% less call options, than puts
Call options by funds: $202K | Put options by funds: $589K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
+$2.5M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$525K |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
+$495K |
| 4 |
Squarepoint
New York
|
+$464K |
| 5 |
MC
Menta Capital
San Francisco,
California
|
+$276K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$2.49M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.76M |
| 3 |
LCM
Lomas Capital Management
New York
|
-$1.69M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$1.53M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$842K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QI
76
QS Investors
New York
| – | -$181K | -50,200 | Closed |
|
77
Goldman Sachs
New York
| – | -$129K | -36,064 | Closed |
|
78
Two Sigma Investments
New York
| – | -$104K | -29,015 | Closed |
|
79
Parallax Volatility Advisers
San Francisco,
California
| – | -$38K | -10,447 | Closed |
|
80
UBS Group
Zurich,
Switzerland
| – | -$34K | -9,446 | Closed |
|
|
DWA
81
Dorsey Wright & Associates
Pasadena,
California
| – | -$7K | -1,839 | Closed |
|
|
AG
82
Aperio Group
Sausalito,
California
| – | +$327 | +100 | New |
|
CRNT Hedge Fund Activity: Q2 2019 in Review
72 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Ceragon Networks (CRNT) for Q2 2019, worth a combined $39.5M — down 34% from $60M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of CRNT and 9 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 17 added.
The largest buyer was First Wilshire Securities Management, adding an estimated $2.5M. The largest seller was AJO LP, exiting entirely with an estimated $2.49M sold.
- 72 institutional investors held Ceragon Networks (CRNT) as of Q2 2019, down from 75 in Q1 2019.
- Funds reported $39.5M of Ceragon Networks stock for Q2 2019, down 34% quarter-over-quarter.
- 9 funds opened new Ceragon Networks positions in Q2 2019 and 12 closed out, a net change of -3 holders.
- The largest Ceragon Networks buyer in Q2 2019 was First Wilshire Securities Management, an estimated $2.5M added.
- The largest Ceragon Networks seller in Q2 2019 was AJO LP, an estimated $2.49M sold.
Based on aggregated 13F filings for Q2 2019.