Lumen
LUMN
612 hedge funds and large institutions have $13.9B invested in Lumen in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 182 increasing their positions, 277 reducing their positions, and 70 closing their positions.
114% more call options, than puts
Call options by funds: $258M | Put options by funds: $121M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
20% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 70
2.07% more ownership
Funds ownership: 72.1% → 74.17% (+2.1%)
1% more funds holding
Funds holding: 603 → 612 (+9)
11% less capital invested
Capital invested by funds: $15.7B → $13.9B (-$1.76B)
34% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 277
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$135M |
| 2 |
Bank of New York Mellon
New York
|
+$124M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$102M |
| 4 |
Jennison Associates
New York
|
+$102M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$48.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$62.6M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$61.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$53.9M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$46M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$40.9M |
LUMN Hedge Fund Activity: Q4 2013 in Review
612 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2013, worth a combined $13.9B — down 11% from $15.7B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new LUMN positions and 70 closed out — a net gain of 14 holders — while 182 added to existing stakes and 277 trimmed.
The largest buyer was Capital International Investors, adding an estimated $135M. The largest seller was Capital Research Global Investors, cutting an estimated $62.6M.
- 612 institutional investors held Lumen (LUMN) as of Q4 2013, up from 603 in Q3 2013.
- Funds reported $13.9B of Lumen stock for Q4 2013, down 11% quarter-over-quarter.
- 84 funds opened new Lumen positions in Q4 2013 and 70 closed out, a net change of +14 holders.
- The largest Lumen buyer in Q4 2013 was Capital International Investors, an estimated $135M added.
- The largest Lumen seller in Q4 2013 was Capital Research Global Investors, an estimated $62.6M sold.
Based on aggregated 13F filings for Q4 2013.