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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
TF
376
Trek Financial
Arizona
$458K +$471K +42,009 New
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$457K -$4.17K -372 -0.9%
ICP
378
Interchange Capital Partners
Pennsylvania
$453K +$61.8K +5,506 +15%
EOJOAM
379
E. Ohman J:or Asset Management
Sweden
$452K
CIA
380
Cladis Investment Advisory
Montana
$450K -$50.5K -4,500 -10%
CI
381
CPR Investments
Michigan
$438K -$11.2K -1,000 -2%
KPWS
382
Kestra Private Wealth Services
Texas
$425K +$28.4K +2,534 +7%
AGP
383
Autumn Glory Partners
Texas
$409K
NMIMC
384
Northwestern Mutual Investment Management Company
Wisconsin
$405K +$5.63K +502 +1%
MCP
385
Mirador Capital Partners
California
$404K +$29.3K +2,614 +8%
BTI
386
Blue Trust Inc
Georgia
$402K +$400K +35,689 New
WB
387
West Bancorporation
Iowa
$397K
CFGS
388
Concourse Financial Group Securities
Alabama
$391K +$28.6K +2,551 +8%
WSC
389
Wellington Shields & Co
New York
$389K +$20.1K +1,795 +5%
SP
390
Symmetry Partners
Connecticut
$388K
CCM
391
Chiron Capital Management
Florida
$384K -$12.3K -1,100 -3%
AQR Capital Management
392
AQR Capital Management
Connecticut
$383K +$1.87K +167 +0.5%
JIP
393
Jaffetilchin Investment Partners
Florida
$382K +$44.6K +3,975 +13%
SAM
394
Shell Asset Management
Netherlands
$381K -$172K -15,364 -31%
LSA
395
Leonteq Securities AG
Switzerland
$374K -$48.3K -4,300 -11%
LI
396
LMCG Investments
Massachusetts
$373K -$2.27M -202,052 -86%
CIM
397
Contravisory Investment Management
Massachusetts
$373K +$384K +34,225 New
OWA
398
One Wealth Advisors
California
$372K +$40.6K +3,615 +12%
USAA
399
United Services Automobile Association
Texas
$368K +$379K +33,739 New
KA
400
Kintegral Advisory
New York
$363K +$7.91K +705 +2%

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.