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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
IB
401
Intrust Bank
Kansas
$199K
VI
402
Vestcor Inc
New Brunswick, Canada
$199K +$49.9K +3,993 +23%
GT
403
Glenmede Trust
Pennsylvania
$198K
TL
404
TrueWealth LLC
Georgia
$198K
HNB
405
Huntington National Bank
Ohio
$195K -$32.8K -2,620 -11%
NSEDCP
406
NJ State Employees Deferred Compensation Plan
New Jersey
$194K
CC
407
Cognios Capital
Kansas
$194K +$8.31K +665 +3%
AWCI
408
Alpine Woods Capital Investors
New York
$190K
CTA
409
Chesley Taft & Associates
Illinois
$189K +$250K +20,024 New
AP
410
Advisor Partners
California
$184K +$38.1K +3,044 +18%
IAP
411
Indie Asset Partners
Indiana
$182K +$30.6K +2,450 +15%
PWM
412
Perigon Wealth Management
California
$180K +$11K +876 +5%
PIA
413
Piedmont Investment Advisors
North Carolina
$179K +$3.44K +275 +1%
BC
414
Brinker Capital
Pennsylvania
$179K +$237K +18,941 New
ACA
415
Atlas Capital Advisors
Wyoming
$176K +$184K +14,719 +384%
PCM
416
Prelude Capital Management
New York
$175K -$226K -18,039 -49%
Acadian Asset Management
417
Acadian Asset Management
Massachusetts
$168K +$165K +13,227 +289%
GIA
418
Gladstone Institutional Advisory
Florida
$166K +$219K +17,518 New
MCA
419
Morris Capital Advisors
Pennsylvania
$165K
DADC
420
D.A. Davidson & Co
Montana
$164K -$66.4K -5,312 -23%
RIM
421
Redpoint Investment Management
Australia
$164K
ACI
422
Alpha Cubed Investments
California
$163K +$11.1K +885 +5%
VCP
423
Verus Capital Partners
Arizona
$162K -$3.59K -287 -2%
S
424
SignatureFD
Georgia
$162K +$5.51K +441 +3%
Brown Advisory
425
Brown Advisory
Maryland
$161K -$1.6K -128 -0.7%

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.