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IIVI

Coherent Corp. 6.00% Series A Mandatory Convertible Preferred Stock

Delisted

IIVI was delisted on the 30th of June, 2023.

34 hedge funds and large institutions have $422M invested in Coherent Corp. 6.00% Series A Mandatory Convertible Preferred Stock in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3434 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

30% less capital invested

Capital invested by funds: $604M → $422M (-$182M)

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
9
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
1
HSBC Holdings
United Kingdom
$79.8M +$21.9M +87,000 +31%
WAM
2
Wolverine Asset Management
Illinois
$69.9M -$1.26M -5,001 -2%
Two Sigma Investments
3
Two Sigma Investments
New York
$44.1M
Allianz Asset Management
4
Allianz Asset Management
Germany
$41M
BlackRock
5
BlackRock
New York
$38.9M -$566K -2,246 -1%
Ameriprise
6
Ameriprise
Minnesota
$25M -$3.05M -12,100 -9%
Wells Fargo
7
Wells Fargo
California
$17.9M
RA
8
Royce & Associates
New York
$17.8M +$380K +1,507 +2%
AAI
9
Aequim Alternative Investments
California
$12.9M
SM
10
Skaana Management
New York
$12.4M -$5.02M -19,929 -26%
Calamos Advisors
11
Calamos Advisors
Illinois
$10.8M
WAM
12
Weiss Asset Management
Massachusetts
$7.48M -$13.2M -52,281 -60%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$7.47M -$241K -956 -3%
Barclays
14
Barclays
United Kingdom
$7.46M +$2.54M +10,091 +41%
State Street
15
State Street
Massachusetts
$7.01M -$1.61M -6,400 -16%
JP Morgan Chase
16
JP Morgan Chase
New York
$6.33M +$1.69M +6,696 +29%
Morgan Stanley
17
Morgan Stanley
New York
$5.59M -$805K -3,196 -11%
American Century Companies
18
American Century Companies
Missouri
$2.68M -$20.9K -83 -0.7%
LTI
19
Laffer Tengler Investments
Tennessee
$2.25M +$2.27K +9 +0.1%
UIC
20
Uniplan Investment Counsel
Wisconsin
$2.12M +$179K +712 +8%
CS
21
Credit Suisse
Switzerland
$861K
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$825K
Wellington Management Group
23
Wellington Management Group
Massachusetts
$334K -$39.3K -156 -9%
Bank of America
24
Bank of America
North Carolina
$313K +$335K +1,332 +1,066%
CL
25
CSS LLC
Illinois
$271K -$3.27M -12,992 -91%

IIVI Hedge Fund Activity: Q2 2022 in Review

34 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Coherent Corp. 6.00% Series A Mandatory Convertible Preferred Stock (IIVI) for Q2 2022, worth a combined $422M — down 30% from $604M a quarter earlier.

Fund positioning in IIVI was balanced in Q2 2022: 1 fund opened new positions, 1 closed out, 9 added to existing stakes and 12 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $21.9M. The largest seller was Weiss Asset Management, cutting an estimated $13.2M.

  • 34 institutional investors held Coherent Corp. 6.00% Series A Mandatory Convertible Preferred Stock (IIVI) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $422M of Coherent Corp. 6.00% Series A Mandatory Convertible Preferred Stock stock for Q2 2022, down 30% quarter-over-quarter.
  • 1 fund opened new Coherent Corp. 6.00% Series A Mandatory Convertible Preferred Stock positions in Q2 2022 and 1 closed out, a net change of 0 holders.
  • The largest Coherent Corp. 6.00% Series A Mandatory Convertible Preferred Stock buyer in Q2 2022 was HSBC Holdings, an estimated $21.9M added.
  • The largest Coherent Corp. 6.00% Series A Mandatory Convertible Preferred Stock seller in Q2 2022 was Weiss Asset Management, an estimated $13.2M sold.

Based on aggregated 13F filings for Q2 2022.