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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
CCA
426
Checchi Capital Advisers
California
$157K +$59.5K +4,757 +40%
LNWWM
427
Laird Norton Wetherby Wealth Management
California
$156K -$42.8K -3,425 -17%
EGM
428
Engineers Gate Manager
New York
$155K -$342K -27,387 -63%
EWM
429
Evercore Wealth Management
New York
$154K -$6.89K -551 -3%
WANY
430
Wealthspire Advisors (New York)
New York
$154K +$204K +16,319 New
AIP
431
Ameritas Investment Partners
Nebraska
$151K -$18.1K -1,448 -8%
HDIM
432
Hanson & Doremus Investment Management
Vermont
$150K -$6.81K -545 -3%
AAS
433
Avantax Advisory Services
Texas
$149K -$3.21K -257 -2%
WSTAM
434
Wilbanks Smith & Thomas Asset Management
Virginia
$146K -$1.02M -81,726 -84%
FHB
435
First Hawaiian Bank
Hawaii
$145K -$44.7K -3,573 -19%
VFA
436
Voya Financial Advisors
Connecticut
$144K -$120K -9,596 -40%
DY
437
Dowling & Yahnke
California
$144K -$9.37K -749 -5%
WWM
438
Western Wealth Management
Colorado
$144K +$60.1K +4,805 +47%
ATPW
439
Ashton Thomas Private Wealth
Arizona
$143K +$190K +15,158 New
CCM
440
Cadence Capital Management
Massachusetts
$142K +$188K +15,060 New
CIBC Private Wealth Group
441
CIBC Private Wealth Group
Georgia
$140K -$197K -15,784 -52%
ICM
442
Invenomic Capital Management
Massachusetts
$140K +$186K +14,842 New
EVM
443
Eaton Vance Management
Massachusetts
$139K +$488 +39 +0.3%
FNT
444
First National Trust
Pennsylvania
$138K -$14K -1,122 -7%
FTUS
445
Flow Traders U.S.
New York
$138K +$182K +14,550 New
HAG
446
HighPoint Advisor Group
Illinois
$137K +$36.3K +2,903 +27%
DHFB
447
Dixon Hubard Feinour & Brown
Virginia
$134K -$9.56K -765 -5%
CS
448
Cannell & Spears
New York
$134K -$9.12K -729 -5%
PFM
449
Parsec Financial Management
North Carolina
$134K +$177K +14,183 New
DWT
450
Dorsey & Whitney Trust
South Dakota
$133K +$43.7K +3,497 +33%

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.