Lumen
LUMN
666 hedge funds and large institutions have $15B invested in Lumen in 2015 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 227 reducing their positions, and 61 closing their positions.
104% more call options, than puts
Call options by funds: $189M | Put options by funds: $93M
21% more repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 227
18% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 61
1.22% more ownership
Funds ownership: 75.34% → 76.56% (+1.2%)
0% more funds holding
Funds holding: 665 → 666 (+1)
22% less capital invested
Capital invested by funds: $19.1B → $15B (-$4.11B)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$195M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$141M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$64.7M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$54.6M |
| 5 |
Goldman Sachs
New York
|
+$49.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$424M |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
-$406M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$55.8M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$53.4M |
| 5 |
Jennison Associates
New York
|
-$50.2M |
LUMN Hedge Fund Activity: Q1 2015 in Review
666 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2015, worth a combined $15B — down 22% from $19.1B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new LUMN positions and 61 closed out — a net gain of 11 holders — while 274 added to existing stakes and 227 trimmed.
The largest buyer was Bank of America, adding an estimated $195M. The largest seller was Capital Research Global Investors, cutting an estimated $424M.
- 666 institutional investors held Lumen (LUMN) as of Q1 2015, up from 665 in Q4 2014.
- Funds reported $15B of Lumen stock for Q1 2015, down 22% quarter-over-quarter.
- 72 funds opened new Lumen positions in Q1 2015 and 61 closed out, a net change of +11 holders.
- The largest Lumen buyer in Q1 2015 was Bank of America, an estimated $195M added.
- The largest Lumen seller in Q1 2015 was Capital Research Global Investors, an estimated $424M sold.
Based on aggregated 13F filings for Q1 2015.