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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
AIA
401
Affinity Investment Advisors
California
$439K
PG
402
PEAK6 Group
Illinois
$438K -$11.2K -659 -2%
KRSITF
403
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$431K +$192K +11,322 +78%
PAM
404
Paradigm Asset Management
New York
$429K -$1.35M -79,350 -76%
JAM
405
Jolley Asset Management
North Carolina
$429K +$418K +24,656 +2,348%
ZIM
406
Zacks Investment Management
Illinois
$421K -$20.1K -1,186 -4%
PM
407
Parametrica Management
Hong Kong
$421K +$428K +25,265 New
1WA
408
180 Wealth Advisors
Washington
$417K +$424K +25,015 New
PGCM
409
Prescott Group Capital Management
Oklahoma
$416K +$422K +24,913 New
VF
410
Virtu Financial
New York
$414K -$513K -30,229 -55%
CC
411
ClearArc Capital
Ohio
$413K +$181K +10,665 +76%
IA
412
IFP Advisors
Florida
$409K -$343K -20,257 -45%
CCB
413
Cutter & Co Brokerage
Missouri
$399K +$406K +23,938 New
AA
414
Ancora Advisors
Ohio
$395K +$402K +23,684 New
ECM
415
Everence Capital Management
Indiana
$388K +$395K +23,288 New
DADC
416
D.A. Davidson & Co
Montana
$386K +$55.4K +3,269 +16%
MHS
417
M Holdings Securities
Oregon
$384K +$18.6K +1,099 +5%
RCM
418
Riverhead Capital Management
Delaware
$383K +$132K +7,806 +51%
SLAM
419
Swiss Life Asset Management
$381K -$93K -5,482 -19%
CIBC World Market
420
CIBC World Market
Ontario, Canada
$377K +$47.4K +2,798 +14%
SBIA
421
Sheaff Brock Investment Advisors
Indiana
$372K +$32K +1,888 +9%
AFP
422
Ausdal Financial Partners
Iowa
$371K +$53.3K +3,146 +16%
AIP
423
Ameritas Investment Partners
Nebraska
$371K +$159K +9,390 +71%
RJT
424
Raymond James Trust
Florida
$367K -$64.8K -3,820 -15%
IAMOG
425
Investors Asset Management of Georgia
Georgia
$367K -$56.7K -3,342 -13%

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.