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691 hedge funds and large institutions have $8.12B invested in Lumen in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 248 increasing their positions, 258 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.87% more ownership

Funds ownership: 77.91%78.79% (+0.87%)

4% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 258

4% less funds holding

Funds holding: 721691 (-30)

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 97

28% less capital invested

Capital invested by funds: $11.2B → $8.12B (-$3.11B)

62% less call options, than puts

Call options by funds: $68.6M | Put options by funds: $179M

Holders
691
Holders Change
-30
Holders Change %
-4.16%
% of All Funds
15.23%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
76
Increased
248
Reduced
258
Closed
97
Calls
$68.6M
Puts
$179M
Net Calls
-$110M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
251
Nissay Asset Management
Japan
$931K +$23.3K +1,866 +2%
WAM
252
World Asset Management
Michigan
$923K -$196K -15,666 -14%
Public Sector Pension Investment Board (PSP Investments)
253
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$910K -$918K -73,440 -43%
SAM
254
Securian Asset Management
Minnesota
$908K -$19.9K -1,592 -2%
SO
255
STRS Ohio
Ohio
$899K -$16.3M -1,300,002 -93%
CG
256
Cutler Group
California
$882K +$245K +19,575 +27%
NB
257
Norinchukin Bank
Japan
$872K -$553K -44,253 -32%
FBP
258
Flippin Bruce & Porter
Virginia
$851K -$2.31M -184,707 -67%
CIBC Asset Management
259
CIBC Asset Management
Ontario, Canada
$838K -$150K -11,984 -12%
MA
260
Mutual Advisors
Nebraska
$783K +$52.9K +4,229 +5%
MIH
261
Meitav Investment House
Israel
$769K -$293K -23,460 -22%
Wealth Enhancement Advisory Services
262
Wealth Enhancement Advisory Services
Minnesota
$754K -$182K -14,582 -17%
APF
263
Alaska Permanent Fund
Alaska
$730K +$965K +77,170 New
BBHC
264
Brown Brothers Harriman & Co
New York
$719K +$936K +74,876 +6,433%
CGH
265
Crossmark Global Holdings
Texas
$705K +$500 +40 +0.1%
JMPWA
266
JP Morgan Private Wealth Advisors
California
$697K +$339K +27,135 +58%
CIM
267
Cambria Investment Management
California
$674K -$213K -17,028 -19%
CS
268
Capital Square
Tennessee
$659K +$128K +10,250 +17%
First Manhattan
269
First Manhattan
New York
$656K +$37.5K +3,000 +5%
O
270
Ossiam
France
$654K +$366K +29,241 +73%
QPWM
271
Quadrant Private Wealth Management
Pennsylvania
$644K +$851K +68,046 New
SSA
272
Schonfeld Strategic Advisors
New York
$640K +$530K +42,378 +168%
CA
273
Commerzbank Aktiengesellschaft
Germany
$639K -$13.8M -1,104,205 -94%
KRS
274
Kentucky Retirement Systems
Kentucky
$634K +$207K +16,533 +33%
JG
275
Jefferies Group
New York
$633K -$2.24M -179,471 -73%

LUMN Hedge Fund Activity: Q1 2020 in Review

691 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2020, worth a combined $8.12B — down 28% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LUMN and 76 opened new positions — a net loss of 21 holders — while 258 trimmed existing stakes and 248 added.

The largest buyer was Citigroup, adding an estimated $114M. The largest seller was Southeastern Asset Management, cutting an estimated $54.7M.

  • 691 institutional investors held Lumen (LUMN) as of Q1 2020, down from 721 in Q4 2019.
  • Funds reported $8.12B of Lumen stock for Q1 2020, down 28% quarter-over-quarter.
  • 76 funds opened new Lumen positions in Q1 2020 and 97 closed out, a net change of -21 holders.
  • The largest Lumen buyer in Q1 2020 was Citigroup, an estimated $114M added.
  • The largest Lumen seller in Q1 2020 was Southeastern Asset Management, an estimated $54.7M sold.

Based on aggregated 13F filings for Q1 2020.