Lumen
LUMN
485 hedge funds and large institutions have $1.06B invested in Lumen in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 116 increasing their positions, 152 reducing their positions, and 66 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 66
1.25% less ownership
Funds ownership: 68.23% → 66.98% (-1.3%)
2% less funds holding
Funds holding: 493 → 485 (-8)
16% less capital invested
Capital invested by funds: $1.26B → $1.06B (-$204M)
24% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 152
67% less call options, than puts
Call options by funds: $20.1M | Put options by funds: $60.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$7.04M |
| 2 |
Renaissance Technologies
New York
|
+$6.35M |
| 3 |
Goldman Sachs
New York
|
+$3.34M |
| 4 |
FSCM
Front Street Capital Management
Missoula,
Montana
|
+$3.3M |
| 5 |
BCM
Brigade Capital Management
New York
|
+$3.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$12.1M |
| 3 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$7.64M |
| 4 |
BlackRock
New York
|
-$5.9M |
| 5 |
D.E. Shaw & Co
New York
|
-$3.87M |
LUMN Hedge Fund Activity: Q1 2024 in Review
485 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2024, worth a combined $1.06B — down 16% from $1.26B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of LUMN and 64 opened new positions — a net loss of 2 holders — while 152 trimmed existing stakes and 116 added.
The largest buyer was Charles Schwab, adding an estimated $7.04M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.
- 485 institutional investors held Lumen (LUMN) as of Q1 2024, down from 493 in Q4 2023.
- Funds reported $1.06B of Lumen stock for Q1 2024, down 16% quarter-over-quarter.
- 64 funds opened new Lumen positions in Q1 2024 and 66 closed out, a net change of -2 holders.
- The largest Lumen buyer in Q1 2024 was Charles Schwab, an estimated $7.04M added.
- The largest Lumen seller in Q1 2024 was Morgan Stanley, an estimated $13.8M sold.
Based on aggregated 13F filings for Q1 2024.