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Lumen
LUMN

753 hedge funds and large institutions have $4.16B invested in Lumen in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 218 increasing their positions, 278 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $126M | Put options by funds: $96.8M

5% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 128

1.14% less ownership

Funds ownership: 79.88% → 78.74% (-1.1%)

3% less funds holding

Funds holding: 778 → 753 (-25)

22% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 278

31% less capital invested

Capital invested by funds: $6B → $4.16B (-$1.83B)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
753
Holders Change
-25
Holders Change %
-3.21%
% of All Funds
12.1%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
121
Increased
218
Reduced
278
Closed
128
Calls
$126M
Puts
$96.8M
Net Calls
+$29.7M
Net Calls Change
+$78.2M

Top Buyers

1
Invesco
Invesco
Georgia
+$174M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$98.3M
3
Renaissance Technologies
Renaissance Technologies
New York
+$74.9M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$74.1M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$70.6M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
-$246M
2
BlackRock
BlackRock
New York
-$118M
3
SAM
Southeastern Asset Management
Tennessee
-$115M
4
Morgan Stanley
Morgan Stanley
New York
-$62.2M
5
State Street
State Street
Massachusetts
-$49.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTAS
276
Linden Thomas Advisory Services
North Carolina
$509K +$599K +97,432 New
Nordea Investment Management
277
Nordea Investment Management
Sweden
$506K +$211K +34,323 +55%
JFG
278
Jefferies Financial Group
New York
$497K +$585K +95,200 New
GHAM
279
Gilman Hill Asset Management
Connecticut
$493K -$1.24M -201,850 -68%
CGH
280
Crossmark Global Holdings
Texas
$484K -$848K -137,950 -60%
OPTFSNA
281
Old Point Trust & Financial Services N A
Virginia
$471K -$76.5K -12,450 -12%
Verition Fund Management
282
Verition Fund Management
Connecticut
$464K +$164K +26,643 +43%
HNW
283
High Note Wealth
Minnesota
$461K -$341K -55,473 -39%
BMCM
284
Burns Matteson Capital Management
New York
$460K +$390K +63,404 +257%
TRSOTSOK
285
Teachers Retirement System of the State of Kentucky
Kentucky
$459K – – –
KBC Group
286
KBC Group
Belgium
$453K -$827K -134,548 -61%
P
287
&Partners
Tennessee
$451K -$20.7K -3,375 -4%
CCM
288
CTC Capital Management
Illinois
$443K +$522K +84,900 New
WPC
289
Wedmont Private Capital
Pennsylvania
$439K +$497K +80,865 New
BCIM
290
British Columbia Investment Management
British Columbia, Canada
$428K -$61.2K -9,955 -11%
BA
291
Bridgewater Associates
Connecticut
$427K +$503K +81,874 New
GI
292
GAMCO Investors
Connecticut
$421K -$33.2K -5,396 -6%
IA
293
IFP Advisors
Florida
$413K -$226K -36,712 -50%
MSRPS
294
Maryland State Retirement & Pension System
Maryland
$408K +$481K +78,245 New
SAM
295
Securian Asset Management
Minnesota
$408K +$3.33K +542 +0.7%
IFG
296
Independent Financial Group
California
$407K -$107K -17,443 -18%
CFA
297
Capstone Financial Advisors
Illinois
$400K +$89.3K +14,536 +23%
HIMCH
298
Hartford Investment Management Co (HIMCO)
Connecticut
$397K -$533K -86,656 -53%
KRS
299
Kentucky Retirement Systems
Kentucky
$391K +$2.01K +327 +0.4%
BRWA
300
B. Riley Wealth Advisors
Florida
$382K -$147K -23,982 -25%
10 11
12
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LUMN Hedge Fund Activity: Q4 2022 in Review

753 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2022, worth a combined $4.16B — down 31% from $6B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of LUMN and 121 opened new positions — a net loss of 7 holders — while 278 trimmed existing stakes and 218 added.

The largest buyer was Invesco, adding an estimated $174M. The largest seller was Temasek Holdings, cutting an estimated $246M.

  • 753 institutional investors held Lumen (LUMN) as of Q4 2022, down from 778 in Q3 2022.
  • Funds reported $4.16B of Lumen stock for Q4 2022, down 31% quarter-over-quarter.
  • 121 funds opened new Lumen positions in Q4 2022 and 128 closed out, a net change of -7 holders.
  • The largest Lumen buyer in Q4 2022 was Invesco, an estimated $174M added.
  • The largest Lumen seller in Q4 2022 was Temasek Holdings, an estimated $246M sold.

Based on aggregated 13F filings for Q4 2022.