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710 hedge funds and large institutions have $15.4B invested in Lumen in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 332 increasing their positions, 145 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more funds holding in top 10

Funds holding in top 10: 722 (+15)

129% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 145

98% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 92

81% more capital invested

Capital invested by funds: $8.51B → $15.4B (+$6.87B)

14% more funds holding

Funds holding: 625710 (+85)

4.38% more ownership

Funds ownership: 81.88%86.26% (+4.4%)

10% less call options, than puts

Call options by funds: $410M | Put options by funds: $453M

Holders
710
Holders Change
+85
Holders Change %
+13.6%
% of All Funds
16.1%
Holding in Top 10
22
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+214.29%
% of All Funds
0.5%
New
182
Increased
332
Reduced
145
Closed
92
Calls
$410M
Puts
$453M
Net Calls
-$43M
Net Calls Change
+$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
301
First Manhattan
New York
$1.17M +$554K +32,666 +88%
SAM
302
Shell Asset Management
Netherlands
$1.16M -$475K -28,033 -29%
OPTFSNA
303
Old Point Trust & Financial Services N A
Virginia
$1.15M -$385K -22,716 -25%
SMDAM
304
Sumitomo Mitsui DS Asset Management
Japan
$1.14M +$441K +25,997 +61%
LTI
305
Laffer Tengler Investments
Tennessee
$1.13M
WSCM
306
Wellington Shields Capital Management
New York
$1.11M +$362K +21,367 +47%
MCIM
307
Meadow Creek Investment Management
Georgia
$1.11M +$494K +29,120 +78%
AWM
308
AE Wealth Management
Kansas
$1.07M +$156K +9,205 +17%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$1.06M +$75.6K +4,461 +8%
DC
310
Diametric Capital
Massachusetts
$1.04M +$1.06M +62,665 New
SWP
311
Stratos Wealth Partners
Ohio
$1.04M -$11.3K -667 -1%
SS
312
Simplicity Solutions
Minnesota
$1.04M +$1.05M +62,139 New
M&T Bank
313
M&T Bank
New York
$1.02M +$161K +9,473 +18%
CCA
314
Covey Capital Advisors
Georgia
$1.01M +$1.03M +60,871 New
KRS
315
Kentucky Retirement Systems
Kentucky
$1M +$446K +26,291 +78%
RA
316
Rational Advisors
New York
$994K +$554K +32,700 +122%
WBC
317
Westpac Banking Corp
Australia
$994K +$440K +25,959 +77%
HPCM
318
High Pointe Capital Management
Illinois
$988K +$1M +59,220 New
LSERS
319
Louisiana State Employees Retirement System
Louisiana
$982K +$417K +24,600 +72%
W
320
Wealthfront
California
$973K +$511K +30,146 +107%
ANTB
321
AMG National Trust Bank
Colorado
$972K +$988K +58,261 New
IC
322
InterOcean Capital
Illinois
$967K +$983K +58,000 New
WS
323
Wedbush Securities
California
$951K +$195K +11,513 +25%
Axa
324
Axa
France
$940K +$202K +11,889 +27%
APA
325
American Portfolios Advisors
New York
$939K +$954K +56,273 New

LUMN Hedge Fund Activity: Q4 2017 in Review

710 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2017, worth a combined $15.4B — up 81% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new LUMN positions and 92 closed out — a net gain of 90 holders — while 332 added to existing stakes and 145 trimmed.

The largest buyer was Singapore Technologies Telemedia, opening a new position worth an estimated $1.58B. The largest seller was Corvex Management, exiting entirely with an estimated $370M sold.

  • 710 institutional investors held Lumen (LUMN) as of Q4 2017, up from 625 in Q3 2017.
  • Funds reported $15.4B of Lumen stock for Q4 2017, up 81% quarter-over-quarter.
  • 182 funds opened new Lumen positions in Q4 2017 and 92 closed out, a net change of +90 holders.
  • The largest Lumen buyer in Q4 2017 was Singapore Technologies Telemedia, an estimated $1.58B added.
  • The largest Lumen seller in Q4 2017 was Corvex Management, an estimated $370M sold.

Based on aggregated 13F filings for Q4 2017.