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691 hedge funds and large institutions have $8.12B invested in Lumen in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 248 increasing their positions, 258 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.87% more ownership

Funds ownership: 77.91%78.79% (+0.87%)

4% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 258

4% less funds holding

Funds holding: 721691 (-30)

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 97

28% less capital invested

Capital invested by funds: $11.2B → $8.12B (-$3.11B)

62% less call options, than puts

Call options by funds: $68.6M | Put options by funds: $179M

Holders
691
Holders Change
-30
Holders Change %
-4.16%
% of All Funds
15.23%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
76
Increased
248
Reduced
258
Closed
97
Calls
$68.6M
Puts
$179M
Net Calls
-$110M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
B
301
Barings
North Carolina
$454K
IFG
302
Independent Financial Group
California
$452K +$597K +47,755 New
M&T Bank
303
M&T Bank
New York
$448K -$78.7K -6,292 -12%
ONB
304
Old National Bancorp
Indiana
$448K -$21.5K -1,716 -3%
LOAMS
305
Lombard Odier Asset Management (Switzerland)
Switzerland
$445K +$588K +46,996 New
VCA
306
Verdence Capital Advisors
Maryland
$441K +$241K +19,250 +70%
EWM
307
Empirical Wealth Management
Washington
$437K +$170K +13,583 +42%
CCP
308
Corient Capital Partners
California
$433K +$390K +31,194 +215%
WS
309
Wedbush Securities
California
$430K -$132K -10,566 -19%
BA
310
Bridgewater Associates
Connecticut
$429K +$567K +45,344 New
CFA
311
Capstone Financial Advisors
Illinois
$428K +$50 +4 +0%
HWM
312
Hohimer Wealth Management
Washington
$426K +$515K +41,192 New
SPC
313
Sigma Planning Corp
Michigan
$416K -$74.4K -5,954 -12%
MAM
314
Meeder Asset Management
Ohio
$415K +$532K +42,571 +3,085%
MIM
315
Marco Investment Management
Georgia
$414K -$85K -6,800 -13%
HT
316
HighTower Trust
Texas
$410K +$172K +13,742 +46%
HA
317
H2O AM
United Kingdom
$406K +$471K +37,686 +733%
BCV
318
Banque Cantonale Vaudoise
Switzerland
$404K
CMBA
319
C.M. Bidwell & Associates
Hawaii
$401K +$9.13K +730 +2%
DT
320
Diversified Trust
Tennessee
$399K +$25.2K +2,017 +5%
BSG
321
Black Swift Group
Colorado
$399K +$228K +18,265 +76%
Daiwa Securities Group
322
Daiwa Securities Group
Japan
$398K
AAM
323
Auxier Asset Management
Oregon
$396K -$40.6K -3,250 -7%
PA
324
Profund Advisors
Maryland
$395K -$153K -12,208 -23%
LSERS
325
Louisiana State Employees Retirement System
Louisiana
$394K -$61.3K -4,900 -11%

LUMN Hedge Fund Activity: Q1 2020 in Review

691 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2020, worth a combined $8.12B — down 28% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LUMN and 76 opened new positions — a net loss of 21 holders — while 258 trimmed existing stakes and 248 added.

The largest buyer was Citigroup, adding an estimated $114M. The largest seller was Southeastern Asset Management, cutting an estimated $54.7M.

  • 691 institutional investors held Lumen (LUMN) as of Q1 2020, down from 721 in Q4 2019.
  • Funds reported $8.12B of Lumen stock for Q1 2020, down 28% quarter-over-quarter.
  • 76 funds opened new Lumen positions in Q1 2020 and 97 closed out, a net change of -21 holders.
  • The largest Lumen buyer in Q1 2020 was Citigroup, an estimated $114M added.
  • The largest Lumen seller in Q1 2020 was Southeastern Asset Management, an estimated $54.7M sold.

Based on aggregated 13F filings for Q1 2020.