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778 hedge funds and large institutions have $9.02B invested in Lumen in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 307 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $247M | Put options by funds: $192M

26% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 244

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 97

1.4% less ownership

Funds ownership: 80.04%78.64% (-1.4%)

2% less funds holding

Funds holding: 791778 (-13)

12% less capital invested

Capital invested by funds: $10.2B → $9.02B (-$1.2B)

Holders
778
Holders Change
-13
Holders Change %
-1.64%
% of All Funds
12.27%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
95
Increased
307
Reduced
244
Closed
97
Calls
$247M
Puts
$192M
Net Calls
+$55.7M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
376
Ethic Inc
New York
$401K -$69.2K -6,041 -15%
I
377
INVST
Indiana
$401K -$7.33K -640 -2%
SP
378
Symmetry Partners
Connecticut
$400K
AQR Capital Management
379
AQR Capital Management
Connecticut
$393K -$15.2K -1,324 -4%
CA
380
Cetera Advisors
Colorado
$393K +$180K +15,744 +82%
MCP
381
Mirador Capital Partners
California
$388K +$146K +12,796 +59%
SO
382
STRS Ohio
Ohio
$383K -$2.04M -178,005 -84%
WSC
383
Wellington Shields & Co
New York
$382K +$11.2K +975 +3%
CFGS
384
Concourse Financial Group Securities
Alabama
$375K +$134K +11,731 +54%
KA
385
Kintegral Advisory
New York
$367K +$8.35K +729 +2%
TCM
386
Teza Capital Management
Illinois
$365K +$145K +12,690 +64%
WS
387
Wedbush Securities
California
$362K -$46 -4 -0%
JIP
388
Jaffetilchin Investment Partners
Florida
$356K +$355K +31,048 New
CIBC World Market
389
CIBC World Market
Ontario, Canada
$354K +$80.6K +7,040 +29%
SPIA
390
Steward Partners Investment Advisory
New York
$352K -$33K -2,880 -8%
PP
391
Prudential plc
United Kingdom
$351K +$356K +31,129 New
IFWM
392
Institute for Wealth Management
Colorado
$350K +$355K +31,054 New
SA
393
Syntax Advisors
New York
$343K +$1.53K +134 +0.4%
VCG
394
Vantage Consulting Group
Virginia
$343K +$1.53K +134 +0.4%
OWA
395
One Wealth Advisors
California
$343K +$5.89K +515 +2%
HGWM
396
Horst & Graben Wealth Management
Oregon
$341K +$7.75K +677 +2%
SKK
397
Shepherd Kaplan Krochuk
Massachusetts
$340K
TCOO
398
Trust Company of Oklahoma
Oklahoma
$339K
MCM
399
McRae Capital Management
New Jersey
$338K -$46.5K -4,062 -12%
MIM
400
Marco Investment Management
Georgia
$338K

LUMN Hedge Fund Activity: Q1 2022 in Review

778 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2022, worth a combined $9.02B — down 12% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LUMN and 95 opened new positions — a net loss of 2 holders — while 244 trimmed existing stakes and 307 added.

The largest buyer was Marshall Wace, adding an estimated $61.5M. The largest seller was Temasek Holdings, cutting an estimated $282M.

  • 778 institutional investors held Lumen (LUMN) as of Q1 2022, down from 791 in Q4 2021.
  • Funds reported $9.02B of Lumen stock for Q1 2022, down 12% quarter-over-quarter.
  • 95 funds opened new Lumen positions in Q1 2022 and 97 closed out, a net change of -2 holders.
  • The largest Lumen buyer in Q1 2022 was Marshall Wace, an estimated $61.5M added.
  • The largest Lumen seller in Q1 2022 was Temasek Holdings, an estimated $282M sold.

Based on aggregated 13F filings for Q1 2022.