Lumen
LUMN
719 hedge funds and large institutions have $11.4B invested in Lumen in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 272 increasing their positions, 217 reducing their positions, and 78 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 272 | Existing positions reduced: 217
22% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 78
2% more funds holding
Funds holding: 707 → 719 (+12)
4% more capital invested
Capital invested by funds: $11B → $11.4B (+$405M)
0.87% more ownership
Funds ownership: 75.38% → 76.26% (+0.87%)
1% more call options, than puts
Call options by funds: $190M | Put options by funds: $189M
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$83.5M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$57.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$30.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$25M |
| 5 |
State Street
Boston,
Massachusetts
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$41.8M |
| 2 |
AssetMark Inc
Concord,
California
|
-$38.5M |
| 3 |
CA
Capitolis Advisors
New York
|
-$28.9M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$26M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$17.5M |
LUMN Hedge Fund Activity: Q2 2021 in Review
719 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2021, worth a combined $11.4B — up 3.7% from $11B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new LUMN positions and 78 closed out — a net gain of 17 holders — while 272 added to existing stakes and 217 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $83.5M. The largest seller was First Trust Advisors, cutting an estimated $41.8M.
- 719 institutional investors held Lumen (LUMN) as of Q2 2021, up from 707 in Q1 2021.
- Funds reported $11.4B of Lumen stock for Q2 2021, up 3.7% quarter-over-quarter.
- 95 funds opened new Lumen positions in Q2 2021 and 78 closed out, a net change of +17 holders.
- The largest Lumen buyer in Q2 2021 was Morgan Stanley, an estimated $83.5M added.
- The largest Lumen seller in Q2 2021 was First Trust Advisors, an estimated $41.8M sold.
Based on aggregated 13F filings for Q2 2021.