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710 hedge funds and large institutions have $15.4B invested in Lumen in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 332 increasing their positions, 145 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more funds holding in top 10

Funds holding in top 10: 722 (+15)

129% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 145

98% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 92

81% more capital invested

Capital invested by funds: $8.51B → $15.4B (+$6.87B)

14% more funds holding

Funds holding: 625710 (+85)

4.38% more ownership

Funds ownership: 81.88%86.26% (+4.4%)

10% less call options, than puts

Call options by funds: $410M | Put options by funds: $453M

Holders
710
Holders Change
+85
Holders Change %
+13.6%
% of All Funds
16.1%
Holding in Top 10
22
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+214.29%
% of All Funds
0.5%
New
182
Increased
332
Reduced
145
Closed
92
Calls
$410M
Puts
$453M
Net Calls
-$43M
Net Calls Change
+$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
226
Metropolitan Life Insurance Company (MetLife)
New York
$2.51M -$1.87M -110,312 -42%
Mitsubishi UFJ Asset Management
227
Mitsubishi UFJ Asset Management
Japan
$2.48M +$1.09M +64,149 +79%
Baird Financial Group
228
Baird Financial Group
Wisconsin
$2.47M +$2.04M +120,052 +427%
FAAS
229
First Allied Advisory Services
California
$2.46M +$1.8M +106,199 +260%
LTFS
230
Ladenburg Thalmann Financial Services
Florida
$2.45M +$785K +46,321 +46%
GI
231
GAMCO Investors
Connecticut
$2.4M +$2.17M +127,689 +781%
State of New Jersey Common Pension Fund D
232
State of New Jersey Common Pension Fund D
New Jersey
$2.38M +$2.42M +142,860 New
ZIG
233
Zurich Insurance Group
Switzerland
$2.37M +$2.41M +141,910 New
Skandinaviska Enskilda Banken (SEB)
234
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.3M +$453K +26,701 +24%
QC
235
Quadrature Capital
United Kingdom
$2.28M +$2.32M +136,657 New
MSA
236
Mason Street Advisors
Wisconsin
$2.26M +$1M +59,207 +78%
VIA
237
Vident Investment Advisory
Georgia
$2.21M +$134K +7,895 +6%
VAM
238
Visionary Asset Management
Texas
$2.21M +$206K +12,126 +10%
DKCM
239
Davidson Kempner Capital Management
New York
$2.15M
PC
240
Pomelo Capital
New York
$2.14M +$2.18M +128,400 New
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$2.13M +$166K +9,782 +8%
RFC
242
Regions Financial Corp
Alabama
$2.13M +$1.87M +110,072 +628%
AIM
243
Act II Management
New York
$2.08M -$1.19M -70,000 -36%
MSV
244
MN Services Vermogensbeheer
Netherlands
$2.07M +$1.02M +60,151 +68%
SOADOR
245
State of Alaska Department of Revenue
Alaska
$2.05M +$1.24M +73,151 +147%
AB
246
Amalgamated Bank
New York
$2.02M +$1M +59,183 +95%
FIM
247
Frontier Investment Management
Texas
$1.95M -$993K -58,590 -33%
SF
248
Synovus Financial
Georgia
$1.92M -$1.52M -89,509 -44%
Envestnet Asset Management
249
Envestnet Asset Management
Illinois
$1.91M +$1.43M +84,242 +277%
SMC
250
S. Muoio & Co
New York
$1.89M -$376K -22,150 -16%

LUMN Hedge Fund Activity: Q4 2017 in Review

710 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2017, worth a combined $15.4B — up 81% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new LUMN positions and 92 closed out — a net gain of 90 holders — while 332 added to existing stakes and 145 trimmed.

The largest buyer was Singapore Technologies Telemedia, opening a new position worth an estimated $1.58B. The largest seller was Corvex Management, exiting entirely with an estimated $370M sold.

  • 710 institutional investors held Lumen (LUMN) as of Q4 2017, up from 625 in Q3 2017.
  • Funds reported $15.4B of Lumen stock for Q4 2017, up 81% quarter-over-quarter.
  • 182 funds opened new Lumen positions in Q4 2017 and 92 closed out, a net change of +90 holders.
  • The largest Lumen buyer in Q4 2017 was Singapore Technologies Telemedia, an estimated $1.58B added.
  • The largest Lumen seller in Q4 2017 was Corvex Management, an estimated $370M sold.

Based on aggregated 13F filings for Q4 2017.