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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
PSUF
351
People's United Financial
Connecticut
$673K +$378K +22,298 +124%
Thrivent Financial for Lutherans
352
Thrivent Financial for Lutherans
Minnesota
$650K +$279K +16,477 +73%
LMGAM
353
Liberty Mutual Group Asset Management
Massachusetts
$646K +$279K +16,430 +74%
SPIA
354
Steward Partners Investment Advisory
New York
$644K -$28.9K -1,703 -4%
OI
355
Oakbrook Investments
Illinois
$639K +$244K +14,365 +60%
CL
356
CSS LLC
Illinois
$638K +$648K +38,244 New
TAM
357
Tyers Asset Management
Texas
$635K +$282K +16,640 +78%
AFA
358
Aurora Financial Advisors
Massachusetts
$631K +$642K +37,889 New
MERSOM
359
Municipal Employees' Retirement System of Michigan
Michigan
$621K +$184K +10,843 +41%
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$603K +$505K +29,787 +469%
MA
361
MANA Advisors
New York
$600K +$610K +35,954 New
HH
362
Hilltop Holdings
Texas
$600K +$610K +35,966 New
CCM
363
Cadence Capital Management
Massachusetts
$597K +$272K +16,020 +81%
WP
364
WMS Partners
Maryland
$597K +$607K +35,804 New
N
365
Nuveen
North Carolina
$596K -$86.8K -5,122 -13%
HM
366
Harvest Management
New York
$595K +$393K +23,163 +185%
ASN
367
Advisory Services Network
Georgia
$594K +$298K +17,546 +97%
CI
368
Cigna Investments
Connecticut
$590K +$247K +14,544 +70%
JMPWA
369
JP Morgan Private Wealth Advisors
California
$587K +$133K +7,817 +29%
WPW
370
Winthrop Partners - WNY
New York
$576K +$545K +32,117 New
GCIA
371
Gabelli & Co Investment Advisers
New York
$570K +$580K +34,188 New
AIA
372
Arrow Investment Advisors
Maryland
$568K +$122K +7,200 +27%
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
$565K +$64.5K +3,802 +13%
UCFA
374
United Capital Financial Advisors
Texas
$564K -$286K -16,877 -34%
William Blair & Company
375
William Blair & Company
Illinois
$561K +$31.4K +1,852 +6%

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.