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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
Luther King Capital Management (LKCM)
351
Luther King Capital Management (LKCM)
Texas
$579K -$112K -10,000 -16%
HT
352
HAP Trading
New York
$577K -$1.05M -93,799 -64%
M&T Bank
353
M&T Bank
New York
$575K +$191K +16,989 +41%
First Manhattan
354
First Manhattan
New York
$572K -$3.06K -273 -0.5%
TI
355
Tidal Investments
Wisconsin
$568K -$189K -16,831 -24%
AWM
356
Avior Wealth Management
Nebraska
$567K -$12.8K -1,141 -2%
MIAN
357
Mariner Independent Advisor Network
Kansas
$558K -$29.9K -2,663 -5%
NMERB
358
New Mexico Educational Retirement Board
New Mexico
$558K -$28.1K -2,500 -5%
AWM
359
Adams Wealth Management
Utah
$558K +$100K +8,920 +21%
Parallax Volatility Advisers
360
Parallax Volatility Advisers
California
$546K +$561K +50,000 New
ABLA
361
Alan B. Lancz & Associates
Ohio
$544K -$37K -3,300 -6%
Federated Hermes
362
Federated Hermes
Pennsylvania
$529K -$3.51K -313 -0.6%
PI
363
PEAK6 Investments
Illinois
$521K -$648K -57,758 -55%
BAMF
364
BI Asset Management Fondsmaeglerselskab
Denmark
$517K -$89.7K -7,994 -14%
TG
365
TCW Group
California
$508K
SF
366
Symphony Financial
Texas
$507K +$52.6K +4,689 +12%
VAS
367
Vestmark Advisory Solutions
Massachusetts
$504K -$729 -65 -0.1%
FA
368
FDx Advisors
Illinois
$490K +$67.3K +5,998 +15%
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$489K -$482K -42,928 -49%
EI
370
Ethic Inc
New York
$488K +$103K +9,167 +26%
CCC
371
Chelsea Counsel Company
California
$484K +$498K +44,400 New
SPWM
372
Straight Path Wealth Management
Michigan
$475K +$22.4K +2,000 +5%
SW
373
SVB Wealth
Massachusetts
$473K +$276K +24,610 +131%
FDCDDQ
374
Federation des caisses Desjardins du Quebec
Quebec, Canada
$461K +$53.9K +4,800 +13%
PP
375
PDT Partners
New York
$459K +$472K +42,033 New

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.