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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
OTPPB
276
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.1M +$393K +35,031 +53%
DF
277
Donoghue Forlines
Massachusetts
$1.1M +$1.13M +100,445 New
KCM
278
Knoll Capital Management
Florida
$1.09M
BCV
279
Banque Cantonale Vaudoise
Switzerland
$1.09M -$66.2K -5,900 -6%
WAOI
280
Wealth Advisors of Iowa
Iowa
$1.08M +$1.11M +99,214 New
JCIA
281
Jackson Creek Investment Advisors
Colorado
$1.08M +$1.11M +99,013 New
DT
282
Diversified Trust
Tennessee
$1.07M -$6.93K -618 -0.6%
IFG
283
Independent Financial Group
California
$1.06M +$154K +13,706 +16%
CAN
284
Cetera Advisor Networks
California
$1.03M +$118K +10,536 +13%
P
285
&Partners
Tennessee
$1.02M +$18.3K +1,630 +2%
RWM
286
Ritholtz Wealth Management
New York
$1M +$424K +37,745 +70%
X
287
Xponance
Pennsylvania
$997K +$345K +30,742 +51%
Impax Asset Management Group
288
Impax Asset Management Group
United Kingdom
$996K -$2.39K -213 -0.2%
PCC
289
Park Circle Company
Maryland
$982K
AA
290
Argent Advisors
Louisiana
$980K -$116K -10,359 -10%
Public Sector Pension Investment Board (PSP Investments)
291
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$976K -$443K -39,434 -31%
SWM
292
Spire Wealth Management
Virginia
$946K +$754K +67,158 +344%
FWM
293
Foresight Wealth Management
Utah
$942K +$82.9K +7,387 +9%
GI
294
GAMCO Investors
Connecticut
$927K
VPIM
295
Vanguard Personalized Indexing Management
California
$925K +$134K +11,937 +16%
EGM
296
Engineers Gate Manager
New York
$919K +$945K +84,195 New
Schroder Investment Management Group
297
Schroder Investment Management Group
United Kingdom
$914K +$633K +56,401 +206%
PFO
298
Pathstone Family Office
New Jersey
$896K +$621K +55,377 +207%
TAM
299
Tocqueville Asset Management
New York
$861K -$140K -12,464 -14%
MSRPS
300
Maryland State Retirement & Pension System
Maryland
$854K

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.