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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
SC
326
Scotia Capital
Ontario, Canada
$928K +$38.8K +2,289 +4%
AAM
327
Auxier Asset Management
Oregon
$927K -$33.9K -2,000 -3%
OCAM
328
Onex Canada Asset Management
Ontario, Canada
$897K -$10.8M -636,305 -92%
AHC
329
Adell Harriman & Carpenter
Texas
$891K -$736K -43,383 -45%
LIA
330
LS Investment Advisors
Michigan
$889K +$135K +7,942 +18%
EP
331
Elkfork Partners
Oregon
$873K +$388K +22,880 +78%
LFAS
332
Level Four Advisory Services
Texas
$869K +$203K +11,997 +30%
BB
333
Bell Bank
North Dakota
$867K -$68.2K -4,024 -7%
Wolverine Trading
334
Wolverine Trading
Illinois
$853K -$858K -50,573 -50%
MML Investors Services
335
MML Investors Services
Massachusetts
$824K +$44.2K +2,605 +6%
IG
336
ING Group
Netherlands
$802K -$431K -25,399 -35%
MME
337
Meag Munich Ergo
Germany
$801K +$789K +46,534 New
TAF
338
Tredje AP-fonden
Sweden
$800K -$987K -58,204 -55%
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$774K +$69.3K +4,087 +10%
LAM
340
Lingohr Asset Management
Germany
$764K -$271K -15,999 -26%
BI
341
Bramshill Investments
Florida
$758K -$32.7K -1,928 -4%
MCC
342
Malaga Cove Capital
California
$755K +$767K +45,257 New
HDIM
343
Hanson & Doremus Investment Management
Vermont
$728K -$240K -14,128 -24%
RIM
344
Redpoint Investment Management
Australia
$713K +$725K +42,733 New
GWM
345
Geneos Wealth Management
Colorado
$707K +$93.6K +5,519 +15%
TL
346
TrueWealth LLC
Georgia
$698K +$710K +41,872 New
VCM
347
Virtue Capital Management
Tennessee
$684K +$696K +41,030 New
TAM
348
Tiverton Asset Management
Delaware
$682K +$694K +40,900 New
Robeco Institutional Asset Management
349
Robeco Institutional Asset Management
Netherlands
$681K -$5.12M -302,075 -88%
SFWA
350
Summit Financial Wealth Advisors
Louisiana
$675K -$171K -10,064 -20%

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.