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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
BCM
251
Brookstone Capital Management
Illinois
$1.39M +$294K +26,195 +26%
DC
252
Davenport & Co
Virginia
$1.39M +$106K +9,456 +8%
SO
253
STRS Ohio
Ohio
$1.39M +$1.05M +93,334 +274%
MOACM
254
Mutual of America Capital Management
New York
$1.38M +$42.4K +3,775 +3%
CIP
255
Cornerstone Investment Partners
Georgia
$1.35M
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$1.35M +$118K +10,549 +9%
UCFA
257
United Capital Financial Advisors
Texas
$1.34M -$445K -39,664 -24%
TPSF
258
Texas Permanent School Fund
Texas
$1.34M +$36.8K +3,279 +3%
Zurich Cantonal Bank
259
Zurich Cantonal Bank
Switzerland
$1.32M -$9.83K -876 -0.7%
VF
260
Virtu Financial
New York
$1.31M -$92.4K -8,235 -6%
Janus Henderson Group
261
Janus Henderson Group
United Kingdom
$1.3M -$72.3M -6,441,615 -98%
OPTFSNA
262
Old Point Trust & Financial Services N A
Virginia
$1.3M -$41K -3,654 -3%
Cambridge Investment Research Advisors
263
Cambridge Investment Research Advisors
Iowa
$1.29M +$132K +11,784 +11%
Public Employees Retirement Association of Colorado
264
Public Employees Retirement Association of Colorado
Colorado
$1.27M
BL
265
Balentine LLC
Georgia
$1.26M +$763K +67,990 +142%
PP
266
Paloma Partners
Connecticut
$1.26M +$1.1M +97,839 +554%
ASN
267
Advisory Services Network
Georgia
$1.26M +$86.7K +7,729 +7%
S
268
Seeyond
France
$1.25M +$972K +86,628 +304%
MML Investors Services
269
MML Investors Services
Massachusetts
$1.24M -$101K -9,039 -7%
IA
270
IFP Advisors
Florida
$1.21M
Truist Financial
271
Truist Financial
North Carolina
$1.2M -$97.2K -8,664 -7%
NAM
272
Nissay Asset Management
Japan
$1.17M +$28.1K +2,503 +2%
BCIM
273
British Columbia Investment Management
British Columbia, Canada
$1.17M -$310K -27,630 -21%
DZ Bank
274
DZ Bank
Germany
$1.15M
Neuberger Berman Group
275
Neuberger Berman Group
New York
$1.11M +$755K +67,265 +207%

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.