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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
AA
451
Apriem Advisors
California
$318K +$102K +6,037 +46%
AL
452
AJO LP
Pennsylvania
$316K
BFPW
453
BOK Financial Private Wealth
Colorado
$299K +$304K +17,925 New
DC
454
Davenport & Co
Virginia
$296K -$14.9K -880 -5%
PFGIA
455
Patriot Financial Group Insurance Agency
Massachusetts
$296K +$181K +10,658 +159%
PP
456
Paloma Partners
Connecticut
$292K -$184K -10,869 -38%
TU
457
TDAM USA
Ontario, Canada
$292K -$26.8K -1,583 -8%
WTB
458
Washington Trust Bank
Washington
$290K +$5.87K +346 +2%
D.E. Shaw & Co
459
D.E. Shaw & Co
New York
$286K -$6.8M -400,978 -96%
ANRIA
460
American National Registered Investment Advisor
Texas
$286K
DILIC
461
Dai-ichi Life Insurance Company
Japan
$285K +$108K +6,358 +59%
Federated Hermes
462
Federated Hermes
Pennsylvania
$281K -$221K -13,061 -44%
CAN
463
Claraphi Advisory Network
United States
$271K +$275K +16,218 New
CB
464
Commerce Bank
Missouri
$265K +$10.7K +629 +4%
AC
465
Addison Capital
Pennsylvania
$260K +$264K +15,590 New
FANJ
466
Financial Architects (New Jersey)
New Jersey
$258K +$254K +14,979 +3,140%
SWM
467
SeaCrest Wealth Management
New York
$251K +$255K +15,032 New
MNBTD
468
Moody National Bank Trust Division
Texas
$249K
EFS
469
Essex Financial Services
Connecticut
$246K -$107K -6,295 -30%
CL
470
CPWM LLC
Washington
$245K +$249K +14,668 New
KeyBank National Association
471
KeyBank National Association
Ohio
$243K -$94K -5,543 -28%
LS
472
Livforsakringsbolaget Skandia
Sweden
$243K +$69.4K +4,093 +39%
PI
473
Putnam Investments
Massachusetts
$238K +$242K +14,256 New
IRF
474
IBM Retirement Fund
New York
$238K +$242K +14,273 New
Tudor Investment Corp
475
Tudor Investment Corp
Connecticut
$237K +$241K +14,232 New

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.