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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
NA
376
NewEdge Advisors
Louisiana
$249K +$29.3K +2,341 +10%
Fiera Capital (Canada)
377
Fiera Capital (Canada)
Quebec, Canada
$242K +$6.78K +542 +2%
IRF
378
IBM Retirement Fund
New York
$241K +$120K +9,636 +61%
Impax Asset Management Group
379
Impax Asset Management Group
United Kingdom
$240K +$50.9K +4,068 +19%
MMG
380
Monetary Management Group
Missouri
$239K +$313K +25,000 +10,000%
AA
381
Ancora Advisors
Ohio
$233K +$95.3K +7,619 +45%
LIA
382
LS Investment Advisors
Michigan
$230K -$154K -12,306 -34%
ACM
383
AlphaCrest Capital Management
New York
$229K -$291K -23,280 -49%
CB
384
Commerce Bank
Missouri
$227K +$142K +11,332 +90%
CDH
385
Charles D. Hyman
$226K -$2.29K -183 -0.8%
MNBTD
386
Moody National Bank Trust Division
Texas
$225K
GC
387
Grimes & Company
Massachusetts
$222K +$525 +42 +0.2%
OWD
388
Osborn Williams & Donohoe
Ohio
$221K +$292K +23,350 New
GWM
389
Geneos Wealth Management
Colorado
$219K -$4.43K -354 -1%
HCP
390
Holt Capital Partners
Texas
$218K -$37.1K -2,965 -11%
BRWA
391
B. Riley Wealth Advisors
Florida
$218K -$5.95K -476 -2%
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$217K -$5.28K -422 -2%
WTB
393
Washington Trust Bank
Washington
$217K +$46.4K +3,709 +19%
CWM
394
Cornerstone Wealth Management
Missouri
$216K +$12.3K +986 +5%
WCM
395
Wedge Capital Management
North Carolina
$215K -$120K -9,624 -30%
SF
396
Synovus Financial
Georgia
$206K +$44.8K +3,581 +19%
PAG
397
Private Advisor Group
New Jersey
$205K -$66.1K -5,284 -20%
BFPW
398
BOK Financial Private Wealth
Colorado
$203K -$19.9K -1,592 -7%
GAM
399
Gotham Asset Management
New York
$199K -$6.43M -514,480 -96%
AWA
400
Arete Wealth Advisors
Illinois
$199K -$11.7K -938 -4%

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.