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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
PA
401
Profund Advisors
Maryland
$355K -$38.3K -3,409 -9%
SIC
402
SFE Investment Counsel
California
$354K -$558K -49,765 -61%
KRSITF
403
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$347K +$51.2K +4,565 +17%
EFS
404
Essex Financial Services
Connecticut
$344K +$103K +9,166 +41%
IFWM
405
Institute for Wealth Management
Colorado
$339K
WAM
406
Wakefield Asset Management
Colorado
$339K +$349K +31,075 New
HGWM
407
Horst & Graben Wealth Management
Oregon
$338K +$7.43K +662 +2%
WS
408
Wedbush Securities
California
$336K -$14.3K -1,277 -4%
SA
409
Syntax Advisors
New York
$330K -$2.2K -196 -0.6%
VCG
410
Vantage Consulting Group
Virginia
$330K -$2.2K -196 -0.6%
SKK
411
Shepherd Kaplan Krochuk
Massachusetts
$330K
TCOO
412
Trust Company of Oklahoma
Oklahoma
$328K
SPC
413
Sigma Planning Corp
Michigan
$328K +$10K +894 +3%
MCM
414
McRae Capital Management
New Jersey
$327K
IG
415
ING Group
Netherlands
$324K +$333K +29,693 New
WP
416
WealthSource Partners
California
$323K +$12.3K +1,100 +4%
AAM
417
Auxier Asset Management
Oregon
$322K
PWM
418
Perigon Wealth Management
California
$321K +$12.3K +1,094 +4%
AG
419
Ascent Group
Virginia
$315K +$202K +18,024 +165%
PCIA
420
Prime Capital Investment Advisors
Kansas
$314K +$323K +28,773 New
BMSSC
421
B. Metzler seel. Sohn & Co
Germany
$313K +$137K +12,249 +74%
Two Sigma Investments
422
Two Sigma Investments
New York
$312K +$321K +28,622 New
SPIA
423
Steward Partners Investment Advisory
New York
$310K -$31.2K -2,781 -9%
PWP
424
Principle Wealth Partners
Connecticut
$310K
IMC Chicago
425
IMC Chicago
Illinois
$309K +$318K +28,342 New

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.