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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
RVM
276
Robinson Value Management
Texas
$1.48M -$42.2K -2,486 -3%
COPPSERS
277
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.45M +$1.48M +87,014 New
SBH
278
Segall Bryant & Hamill
Illinois
$1.45M -$45.7K -2,697 -3%
RJFSA
279
Raymond James Financial Services Advisors
Florida
$1.44M -$854K -50,359 -37%
Assenagon Asset Management
280
Assenagon Asset Management
Luxembourg
$1.44M +$1.09M +64,055 +292%
QAM
281
Quantres Asset Management
Cayman Islands
$1.41M +$1.15M +68,100 +420%
SGCA
282
Steel Grove Capital Advisors
Tennessee
$1.39M -$317K -18,721 -18%
ANI
283
American National Insurance
Texas
$1.38M
BF
284
BOK Financial
Oklahoma
$1.36M -$595K -35,103 -30%
CIP
285
Cornerstone Investment Partners
Georgia
$1.36M +$124K +7,320 +10%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$1.35M +$37.1K +2,190 +3%
NB
287
Norinchukin Bank
Japan
$1.35M +$625K +36,870 +84%
GHCM
288
Glen Harbor Capital Management
California
$1.35M +$600K +35,360 +78%
ERSOT
289
Employees Retirement System of Texas
Texas
$1.33M +$339K +20,000 +34%
Natixis Advisors
290
Natixis Advisors
Massachusetts
$1.31M +$833K +49,134 +168%
TCM
291
Twin Capital Management
Pennsylvania
$1.3M +$83.9K +4,950 +7%
CSS
292
Cubist Systematic Strategies
Connecticut
$1.24M -$1.38M -81,621 -52%
SFS
293
Sowell Financial Services
Arkansas
$1.23M -$395K -23,287 -25%
OMCS
294
Old Mutual Customised Solutions
South Africa
$1.22M +$559K +32,982 +82%
SCA
295
Snowden Capital Advisors
New York
$1.21M +$33.4K +1,969 +3%
GIP
296
Greatmark Investment Partners
Georgia
$1.19M +$1.21M +71,575 New
MIM
297
Marco Investment Management
Georgia
$1.19M -$183K -10,800 -13%
NAM
298
Nissay Asset Management
Japan
$1.19M +$1.2M +71,015 New
KL
299
KWMG LLC
Kansas
$1.17M +$7.88K +465 +0.7%
SIM
300
Sentry Investment Management
Wisconsin
$1.17M +$541K +31,912 +84%

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.