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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
SM
301
Sciencast Management
New Jersey
$850K +$877K +78,152 New
Bank of Nova Scotia
302
Bank of Nova Scotia
Ontario, Canada
$842K -$411K -36,660 -32%
ECM
303
ExodusPoint Capital Management
New York
$836K +$860K +76,671 New
SAM
304
Securian Asset Management
Minnesota
$822K +$3.2K +285 +0.4%
CS
305
Candriam SCA
Luxembourg
$818K
IC
306
Intersect Capital
California
$816K +$433K +38,549 +106%
GAA
307
Green Alpha Advisors
Colorado
$807K +$224K +19,961 +37%
1832 Asset Management
308
1832 Asset Management
Ontario, Canada
$801K +$824K +73,438 New
EMPI
309
Elo Mutual Pension Insurance
Finland
$792K -$534K -47,586 -40%
AIM
310
Achmea Investment Management
Netherlands
$788K
BMCM
311
Burns Matteson Capital Management
New York
$780K +$803K +71,513 New
PAG
312
Private Advisor Group
New Jersey
$773K +$278K +24,745 +54%
BRWA
313
B. Riley Wealth Advisors
Florida
$760K -$10K -893 -1%
KRS
314
Kentucky Retirement Systems
Kentucky
$753K +$115K +10,268 +17%
TRCT
315
Tower Research Capital (TRC)
New York
$748K -$703K -62,605 -48%
APP
316
Alpha Paradigm Partners
Illinois
$742K +$233K +20,783 +44%
IAMOG
317
Investors Asset Management of Georgia
Georgia
$738K
Canada Pension Plan Investment Board
318
Canada Pension Plan Investment Board
Ontario, Canada
$726K +$642K +57,242 +613%
MAM
319
Meeder Asset Management
Ohio
$722K +$55.6K +4,955 +8%
OQS
320
Occudo Quantitative Strategies
Florida
$719K +$577K +51,417 +355%
CWM
321
CIBC World Markets
New York
$708K +$99.6K +8,879 +16%
DU
322
Delphia (USA)
Ontario, Canada
$702K +$313K +27,901 +76%
SWP
323
Stratos Wealth Partners
Ohio
$695K +$3.59K +320 +0.5%
SWMP
324
Signature Wealth Management Partners
New Jersey
$693K +$14.7K +1,311 +2%
AAS
325
Avantax Advisory Services
Texas
$684K +$62.6K +5,575 +10%

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.