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805 hedge funds and large institutions have $8.91B invested in Lumen in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 322 increasing their positions, 228 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 60

41% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 228

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 778805 (+27)

0.8% more ownership

Funds ownership: 78.64%79.43% (+0.8%)

1% less capital invested

Capital invested by funds: $9.02B → $8.91B (-$110M)

29% less call options, than puts

Call options by funds: $186M | Put options by funds: $263M

Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.56%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
101
Increased
322
Reduced
228
Closed
60
Calls
$186M
Puts
$263M
Net Calls
-$77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
GIBU
226
Gulf International Bank (UK)
United Kingdom
$1.74M
GAM
227
Gotham Asset Management
New York
$1.73M -$586K -52,205 -25%
II
228
IFM Investors
Australia
$1.72M
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$1.7M +$197K +17,559 +13%
Fidelity International
230
Fidelity International
Bermuda
$1.69M +$431K +38,388 +33%
AWS
231
Arkfeld Wealth Strategies
Nebraska
$1.64M +$2.51K +224 +0.1%
GFA
232
Gifford Fong Associates
California
$1.64M
ACG
233
Allen Capital Group
Nebraska
$1.63M +$5.42K +483 +0.3%
ACM
234
AlphaCrest Capital Management
New York
$1.6M +$747K +66,535 +83%
FIM
235
Freedom Investment Management
Connecticut
$1.58M +$1.73K +154 +0.1%
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$1.58M +$75.3K +6,707 +5%
HNW
237
High Note Wealth
Minnesota
$1.56M +$9.49K +846 +0.6%
Teacher Retirement System of Texas
238
Teacher Retirement System of Texas
Texas
$1.55M -$430K -38,313 -21%
MA
239
Mutual Advisors
Nebraska
$1.55M -$38.3K -3,410 -2%
WBC
240
Westpac Banking Corp
Australia
$1.54M +$163K +14,509 +11%
JWCA
241
J.W. Cole Advisors
Florida
$1.51M -$1.42M -126,527 -48%
Cetera Investment Advisers
242
Cetera Investment Advisers
Illinois
$1.5M +$353K +31,498 +30%
PP
243
Prudential plc
United Kingdom
$1.5M +$1.19M +106,244 +341%
COPPSERS
244
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.48M +$135K +12,072 +10%
SEC
245
Seven Eight Capital
New York
$1.47M -$750K -66,797 -33%
Nisa Investment Advisors
246
Nisa Investment Advisors
Missouri
$1.47M +$71K +6,329 +5%
SOADOR
247
State of Alaska Department of Revenue
Alaska
$1.46M +$44.5K +3,965 +3%
Creative Planning
248
Creative Planning
Kansas
$1.45M +$405K +36,113 +37%
NYLIM
249
New York Life Investment Management
New York
$1.44M +$1.48M +131,697 New
TC
250
Trilogy Capital
California
$1.41M +$224K +19,964 +18%

LUMN Hedge Fund Activity: Q2 2022 in Review

805 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2022, worth a combined $8.91B — down 1.2% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new LUMN positions and 60 closed out — a net gain of 41 holders — while 322 added to existing stakes and 228 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.4M. The largest seller was Janus Henderson Group, cutting an estimated $72.3M.

  • 805 institutional investors held Lumen (LUMN) as of Q2 2022, up from 778 in Q1 2022.
  • Funds reported $8.91B of Lumen stock for Q2 2022, down 1.2% quarter-over-quarter.
  • 101 funds opened new Lumen positions in Q2 2022 and 60 closed out, a net change of +41 holders.
  • The largest Lumen buyer in Q2 2022 was Morgan Stanley, an estimated $54.4M added.
  • The largest Lumen seller in Q2 2022 was Janus Henderson Group, an estimated $72.3M sold.

Based on aggregated 13F filings for Q2 2022.