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778 hedge funds and large institutions have $9.02B invested in Lumen in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 307 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $247M | Put options by funds: $192M

26% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 244

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 97

1.4% less ownership

Funds ownership: 80.04%78.64% (-1.4%)

2% less funds holding

Funds holding: 791778 (-13)

12% less capital invested

Capital invested by funds: $10.2B → $9.02B (-$1.2B)

Holders
778
Holders Change
-13
Holders Change %
-1.64%
% of All Funds
12.27%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
95
Increased
307
Reduced
244
Closed
97
Calls
$247M
Puts
$192M
Net Calls
+$55.7M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
276
Great Lakes Advisors
Illinois
$1.16M +$1.17M +102,545 New
AA
277
Argent Advisors
Louisiana
$1.13M +$182K +15,859 +19%
KCM
278
Knoll Capital Management
Florida
$1.13M
DT
279
Diversified Trust
Tennessee
$1.11M +$125K +10,880 +12%
Creative Planning
280
Creative Planning
Kansas
$1.09M +$10.4K +911 +0.9%
Voloridge Investment Management
281
Voloridge Investment Management
Florida
$1.08M -$15.9M -1,391,200 -94%
P
282
&Partners
Tennessee
$1.04M +$3.72K +325 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
283
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.04M +$1.05M +92,051 New
Impax Asset Management Group
284
Impax Asset Management Group
United Kingdom
$1.03M +$149K +13,000 +17%
TAM
285
Tocqueville Asset Management
New York
$1.03M +$40.2K +3,516 +4%
PCC
286
Park Circle Company
Maryland
$1.01M
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$989K -$203K -17,739 -17%
GI
288
GAMCO Investors
Connecticut
$958K +$29.2K +2,547 +3%
NB
289
Norinchukin Bank
Japan
$956K +$73K +6,378 +8%
CAN
290
Cetera Advisor Networks
California
$950K +$76.8K +6,711 +9%
IFG
291
Independent Financial Group
California
$946K +$217K +18,948 +29%
SIC
292
SFE Investment Counsel
California
$927K -$506K -44,215 -35%
JF
293
Jump Financial
Illinois
$908K +$346K +30,212 +60%
ACM
294
AlphaCrest Capital Management
New York
$903K -$487K -42,526 -35%
FWM
295
Foresight Wealth Management
Utah
$890K +$219K +19,132 +32%
MSRPS
296
Maryland State Retirement & Pension System
Maryland
$882K
HSA
297
Hussman Strategic Advisors
Maryland
$879K
SAM
298
Securian Asset Management
Minnesota
$845K -$13.1K -1,148 -2%
CS
299
Candriam SCA
Luxembourg
$845K +$73.1K +6,390 +9%
VPIM
300
Vanguard Personalized Indexing Management
California
$821K +$572K +49,962 +218%

LUMN Hedge Fund Activity: Q1 2022 in Review

778 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2022, worth a combined $9.02B — down 12% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LUMN and 95 opened new positions — a net loss of 2 holders — while 244 trimmed existing stakes and 307 added.

The largest buyer was Marshall Wace, adding an estimated $61.5M. The largest seller was Temasek Holdings, cutting an estimated $282M.

  • 778 institutional investors held Lumen (LUMN) as of Q1 2022, down from 791 in Q4 2021.
  • Funds reported $9.02B of Lumen stock for Q1 2022, down 12% quarter-over-quarter.
  • 95 funds opened new Lumen positions in Q1 2022 and 97 closed out, a net change of -2 holders.
  • The largest Lumen buyer in Q1 2022 was Marshall Wace, an estimated $61.5M added.
  • The largest Lumen seller in Q1 2022 was Temasek Holdings, an estimated $282M sold.

Based on aggregated 13F filings for Q1 2022.