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Lumen
LUMN

485 hedge funds and large institutions have $1.06B invested in Lumen in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 116 increasing their positions, 152 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 66

1.25% less ownership

Funds ownership: 68.23% → 66.98% (-1.3%)

2% less funds holding

Funds holding: 493 → 485 (-8)

16% less capital invested

Capital invested by funds: $1.26B → $1.06B (-$204M)

24% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 152

67% less call options, than puts

Call options by funds: $20.1M | Put options by funds: $60.5M

Holders
485
Holders Change
-8
Holders Change %
-1.62%
% of All Funds
6.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
64
Increased
116
Reduced
152
Closed
66
Calls
$20.1M
Puts
$60.5M
Net Calls
-$40.5M
Net Calls Change
+$38.1M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$7.04M
2
Renaissance Technologies
Renaissance Technologies
New York
+$6.35M
3
Goldman Sachs
Goldman Sachs
New York
+$3.34M
4
FSCM
Front Street Capital Management
Montana
+$3.3M
5
BCM
Brigade Capital Management
New York
+$3.13M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$13.8M
2
Invesco
Invesco
Georgia
-$12.1M
3
ETC
Exchange Traded Concepts
Oklahoma
-$7.64M
4
BlackRock
BlackRock
New York
-$5.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
426
Winch Advisory Services
Wisconsin
$183 – – –
FMII
427
Farmers & Merchants Investments Inc
Nebraska
$181 – – –
GTAM
428
Global Trust Asset Management
Florida
$176 – – –
GEA
429
Glen Eagle Advisors
New Jersey
$156 – – –
NECFA
430
New England Capital Financial Advisors
Connecticut
$156 – – –
IA
431
IFP Advisors
Florida
$152 -$1.55K -992 -91%
BFS
432
Burkett Financial Services
South Carolina
$147 – – –
AssetMark Inc
433
AssetMark Inc
California
$139 -$63 -40 -31%
JFA
434
JNBA Financial Advisors
Minnesota
$136 – – –
EFP
435
EnRich Financial Partners
Wisconsin
$122 +$122 +78 New
PK
436
Pflug Koory
Nebraska
$115 – – –
CPBTD
437
Central Pacific Bank - Trust Division
Hawaii
$102 +$109 +70 New
LFG
438
Larson Financial Group
Missouri
$97 – – –
FCT
439
First Community Trust
Iowa
$87 – – –
WTC
440
WhitTier Trust Company
Nevada
$86 +$34 +22 +65%
CFO
441
CVA Family Office
Colorado
$86 +$86 +55 New
TLCM
442
Twin Lakes Capital Management
California
$67 – – –
WIM
443
Westside Investment Management
California
$66 – – –
MSFP
444
Mark Sheptoff Financial Planning
Connecticut
$61 – – –
NB
445
NBT Bank
New York
$61 – – –
SL
446
Salomon & Ludwin
Virginia
$59 – – –
CTWM
447
Cherry Tree Wealth Management
Minnesota
$54 – – –
ANBT
448
American National Bank & Trust
Texas
$53 +$53 +34 New
GI
449
GAMMA Investing
California
$48 -$653 -418 -93%
CA
450
Continuum Advisory
Idaho
$48 +$56 +36 New
16 17
18
19 20

LUMN Hedge Fund Activity: Q1 2024 in Review

485 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2024, worth a combined $1.06B — down 16% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of LUMN and 64 opened new positions — a net loss of 2 holders — while 152 trimmed existing stakes and 116 added.

The largest buyer was Charles Schwab, adding an estimated $7.04M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.

  • 485 institutional investors held Lumen (LUMN) as of Q1 2024, down from 493 in Q4 2023.
  • Funds reported $1.06B of Lumen stock for Q1 2024, down 16% quarter-over-quarter.
  • 64 funds opened new Lumen positions in Q1 2024 and 66 closed out, a net change of -2 holders.
  • The largest Lumen buyer in Q1 2024 was Charles Schwab, an estimated $7.04M added.
  • The largest Lumen seller in Q1 2024 was Morgan Stanley, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2024.