We are live on ! Find out more

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
CFA
326
Capstone Financial Advisors
Illinois
$678K +$184K +16,430 +36%
HSA
327
Hussman Strategic Advisors
Maryland
$676K -$180K -16,000 -21%
EF
328
Empirical Finance
Pennsylvania
$671K +$483K +43,003 +232%
US Bancorp
329
US Bancorp
Minnesota
$670K +$148K +13,178 +27%
ASFA
330
All Season Financial Advisors
Colorado
$667K +$687K +61,181 New
Connor, Clark & Lunn Investment Management (CC&L)
331
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$661K +$680K +60,552 New
ACM
332
Aquatic Capital Management
Illinois
$660K +$660K +58,800 +3,459%
QC
333
Quadrature Capital
United Kingdom
$657K +$675K +60,138 New
Daiwa Securities Group
334
Daiwa Securities Group
Japan
$651K +$40.2K +3,580 +6%
LSERS
335
Louisiana State Employees Retirement System
Louisiana
$650K +$8.98K +800 +1%
NB
336
Norinchukin Bank
Japan
$648K -$284K -25,346 -30%
SMDAM
337
Sumitomo Mitsui DS Asset Management
Japan
$647K +$6.17K +550 +0.9%
SSG
338
Summit Securities Group
New York
$644K -$34K -3,034 -5%
CC
339
Cipher Capital
New York
$637K +$655K +58,396 New
CC
340
Corton Capital
Ontario, Canada
$633K +$75.1K +6,691 +13%
MLICM
341
Metropolitan Life Insurance Company (MetLife)
New York
$611K -$9.73K -867 -2%
PAS
342
Park Avenue Securities
New York
$609K +$106K +9,409 +20%
QPWM
343
Quadrant Private Wealth Management
Pennsylvania
$604K -$11.3K -1,005 -2%
BCM
344
Bayesian Capital Management
New York
$604K +$621K +55,379 New
TCM
345
Teza Capital Management
Illinois
$603K +$257K +22,891 +71%
Vontobel Holding
346
Vontobel Holding
Switzerland
$590K -$40.4K -3,604 -6%
AP
347
Advisor Partners
California
$589K +$164K +14,603 +37%
SFS
348
Sowell Financial Services
Arkansas
$589K +$606K +53,962 New
CWM
349
Cornerstone Wealth Management
Missouri
$586K +$18.4K +1,644 +3%
Nordea Investment Management
350
Nordea Investment Management
Sweden
$580K +$62K +5,529 +12%

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.