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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
SWP
276
Stratos Wealth Partners
Ohio
$633K -$59.3K -4,742 -7%
Mariner
277
Mariner
Kansas
$629K +$92.9K +7,432 +13%
CCMT
278
CMT Capital Markets Trading
Germany
$615K -$288K -23,000 -26%
COPPSERS
279
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$593K -$6.24K -499 -0.8%
Franklin Resources
280
Franklin Resources
California
$592K -$105K -8,397 -12%
PI
281
PEAK6 Investments
Illinois
$586K +$693K +55,422 +856%
NMERB
282
New Mexico Educational Retirement Board
New Mexico
$584K -$154K -12,350 -17%
PIM
283
Platinum Investment Management
Australia
$576K -$4.64M -371,436 -86%
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$555K -$20.2K -1,612 -3%
BBVA
285
Banco Bilbao Vizcaya Argentaria
Spain
$553K -$448K -35,830 -38%
SAM
286
Shell Asset Management
Netherlands
$552K +$8.75K +700 +1%
GIA
287
Guyasuta Investment Advisors
Pennsylvania
$547K -$747K -59,750 -51%
AIMCA
288
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$544K
AWM
289
AE Wealth Management
Kansas
$535K +$479K +38,314 +210%
Marshall Wace
290
Marshall Wace
United Kingdom
$505K +$667K +53,348 New
US Bancorp
291
US Bancorp
Minnesota
$503K -$70.5K -5,639 -10%
SMC
292
S. Muoio & Co
New York
$500K -$375K -30,000 -36%
AC
293
Avenir Corporation
Virginia
$495K +$169K +13,540 +35%
NMIMC
294
Northwestern Mutual Investment Management Company
Wisconsin
$482K +$160K +12,826 +34%
Nordea Investment Management
295
Nordea Investment Management
Sweden
$480K
JIC
296
Johnson Investment Counsel
Ohio
$477K -$12.7K -1,018 -2%
HSA
297
Hussman Strategic Advisors
Maryland
$473K +$625K +50,000 New
CSS
298
Cubist Systematic Strategies
Connecticut
$470K -$5.03M -402,005 -89%
MPAM
299
Murphy Pohlad Asset Management
Minnesota
$462K +$233K +18,620 +61%
IAIM
300
International Assets Investment Management
Florida
$459K +$606K +48,500 New

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.