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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
SB
426
Suntrust Banks
Georgia
$367K -$39.1K -2,305 -9%
ABC
427
Associated Banc-Corp
Wisconsin
$367K +$2.71K +160 +0.7%
FNBOO
428
First National Bank of Omaha
Nebraska
$367K +$373K +22,026 New
V
429
Veritable
Delaware
$367K +$373K +22,027 New
WEC
430
Winslow Evans & Crocker
Massachusetts
$358K +$53.6K +3,160 +17%
FMT
431
First Mercantile Trust
Tennessee
$357K -$64.1K -3,779 -15%
IFAM
432
Institutional & Family Asset Management
Colorado
$354K +$360K +21,249 New
ED
433
Exane Derivatives
France
$352K +$119K +7,042 +50%
MYAM
434
Meiji Yasuda Asset Management
Japan
$349K +$113K +6,684 +47%
Macquarie Group
435
Macquarie Group
Australia
$348K -$18.7K -1,100 -5%
NFG
436
Nations Financial Group
Iowa
$344K -$45.6K -2,689 -12%
NSEDCP
437
NJ State Employees Deferred Compensation Plan
New Jersey
$343K
OP
438
Omni Partners
United Kingdom
$343K +$349K +20,556 New
PAG
439
Private Advisor Group
New Jersey
$341K -$620K -36,549 -65%
CGA
440
Crescent Grove Advisors
Illinois
$334K +$50.5K +2,977 +17%
BBCM
441
Boardman Bay Capital Management
New York
$334K +$339K +20,000 New
KCM
442
KSA Capital Management
New Jersey
$334K +$339K +20,000 New
SCI
443
Stableford Capital II
Arizona
$333K -$15.6K -921 -4%
MA
444
Marshwinds Advisory
Georgia
$328K -$3.39K -200 -1%
DHFB
445
Dixon Hubard Feinour & Brown
Virginia
$327K -$87.3K -5,149 -21%
CI
446
Conning Inc
Connecticut
$327K +$96.4K +5,688 +41%
KC
447
Kellner Capital
New York
$327K +$332K +19,580 New
TIA
448
Trust Investment Advisors
Indiana
$321K -$164K -9,650 -33%
DTL
449
Dynamic Technology Lab
Singapore
$321K +$326K +19,254 New
VFA
450
Voya Financial Advisors
Connecticut
$318K -$15.7K -928 -5%

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.