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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
NFA
376
Nuveen Fund Advisors
Illinois
$545K -$498K -29,347 -47%
IB
377
Intrust Bank
Kansas
$540K +$81.6K +4,815 +17%
BRWA
378
B. Riley Wealth Advisors
Florida
$533K +$83.6K +4,928 +18%
WAOTB
379
Wealth Advisors of Tampa Bay
Florida
$533K +$524K +30,907 New
CFA
380
Capstone Financial Advisors
Illinois
$528K +$201K +11,877 +60%
Verition Fund Management
381
Verition Fund Management
Connecticut
$528K +$537K +31,675 New
Pacer Advisors
382
Pacer Advisors
Pennsylvania
$521K +$326K +19,200 +159%
HW
383
Hancock Whitney
Mississippi
$518K -$327K -19,272 -38%
HIIFS
384
Harel Insurance Investments & Financial Services
Israel
$517K +$526K +31,000 New
CAN
385
Cetera Advisor Networks
California
$515K -$29.2K -1,723 -5%
SPC
386
Sigma Planning Corp
Michigan
$514K +$192K +11,308 +58%
CBU
387
CIBC Bank USA
Illinois
$514K +$523K +30,834 New
Nordea Investment Management
388
Nordea Investment Management
Sweden
$513K +$110K +6,474 +27%
GIA
389
Guyasuta Investment Advisors
Pennsylvania
$504K +$512K +30,207 New
JA
390
JOYN Advisors
Georgia
$491K +$499K +29,429 New
EOJOAM
391
E. Ohman J:or Asset Management
Sweden
$490K +$203K +12,000 +69%
FT
392
Fiduciary Trust
Massachusetts
$483K -$556K -32,807 -53%
HNB
393
Huntington National Bank
Ohio
$481K -$56.7K -3,341 -10%
Daiwa Securities Group
394
Daiwa Securities Group
Japan
$478K +$220K +12,969 +83%
II
395
IFM Investors
Australia
$470K +$205K +12,119 +76%
PA
396
Profund Advisors
Maryland
$468K +$235K +13,882 +98%
SM
397
Sciencast Management
New Jersey
$468K +$454K +26,784 New
PCMC
398
Paragon Capital Management (Colorado)
Colorado
$465K +$203 +12 +0%
PCM
399
Prelude Capital Management
New York
$459K +$466K +27,507 New
KF
400
Krilogy Financial
Missouri
$455K +$457K +26,941 +7,654%

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.