We are live on ! Find out more

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
QI
326
QS Investors
New York
$393K -$118K -9,450 -19%
SPIA
327
Steward Partners Investment Advisory
New York
$390K -$47.1K -3,770 -8%
SIC
328
SFE Investment Counsel
California
$388K +$323K +25,820 +170%
AC
329
Allstate Corporation
Illinois
$386K -$1.68M -134,035 -77%
SS
330
Simplicity Solutions
Minnesota
$386K +$511K +40,840 New
IG
331
ING Group
Netherlands
$382K +$195K +15,627 +63%
KLCM
332
KG&L Capital Management
Louisiana
$377K +$160K +12,769 +47%
FI
333
FormulaFolio Investments
Michigan
$367K -$52.6K -4,209 -10%
SFS
334
Sowell Financial Services
Arkansas
$359K -$241K -19,264 -34%
DC
335
Davenport & Co
Virginia
$355K +$470K +37,553 New
MYLI
336
Meiji Yasuda Life Insurance
Japan
$353K -$120K -9,605 -20%
AW
337
Alpha Windward
Massachusetts
$346K +$449K +35,880 +5,170%
BIM
338
Bridges Investment Management
Nebraska
$342K +$453K +36,196 New
LNC
339
Lincoln National Corp
Pennsylvania
$341K +$299K +23,898 +197%
IAMOG
340
Investors Asset Management of Georgia
Georgia
$335K -$3.13K -250 -0.7%
JWBC
341
J.W. Burns & Co
New York
$324K -$12.5K -1,000 -3%
EWM
342
Endurance Wealth Management
Rhode Island
$323K +$113K +9,050 +36%
CT
343
Clearstead Trust
Maine
$323K +$154K +12,355 +57%
MML Investors Services
344
MML Investors Services
Massachusetts
$318K -$10.7K -859 -2%
ASN
345
Advisory Services Network
Georgia
$317K -$953K -76,207 -69%
KA
346
Kintegral Advisory
New York
$311K +$46K +3,680 +13%
QP
347
Quilter Plc
United Kingdom
$308K +$27.7K +2,212 +7%
I
348
INVST
Indiana
$306K +$235K +18,787 +117%
PA
349
Pinnacle Associates
New York
$303K -$58.7K -4,698 -13%
ALAM
350
Asahi Life Asset Management
Japan
$300K +$397K +31,740 New

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.