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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
BF
451
BOK Financial
Oklahoma
$132K -$75.6K -6,045 -30%
SW
452
SVB Wealth
Massachusetts
$132K -$1.23K -98 -0.7%
MERSOM
453
Municipal Employees' Retirement System of Michigan
Michigan
$132K
Mercer Global Advisors
454
Mercer Global Advisors
Colorado
$130K -$28.8K -2,303 -14%
DILIC
455
Dai-ichi Life Insurance Company
Japan
$129K
XF
456
XML Financial
Maryland
$129K +$30.2K +2,412 +22%
ANI
457
American National Insurance
Texas
$128K
MYAM
458
Meiji Yasuda Asset Management
Japan
$127K -$107K -8,543 -39%
WSC
459
Wellington Shields & Co
New York
$127K +$168K +13,475 New
IFAM
460
Institutional & Family Asset Management
Colorado
$124K +$3.75K +300 +2%
EH
461
Employers Holdings
Nevada
$123K +$162K +12,970 New
AWS
462
Arkfeld Wealth Strategies
Nebraska
$122K -$1.14M -91,345 -88%
Neuberger Berman Group
463
Neuberger Berman Group
New York
$122K -$72.2K -5,774 -31%
APP
464
Avantax Planning Partners
Iowa
$121K +$160K +12,823 New
MOS
465
MGO One Seven
Ohio
$119K -$7.83K -626 -5%
HM
466
Harvest Management
New York
$119K
V
467
Veritable
Delaware
$117K -$37.3K -2,980 -19%
KA
468
Kovack Advisors
Florida
$116K -$75.7K -6,055 -33%
GT
469
Greenleaf Trust
Michigan
$114K -$63.4K -5,074 -30%
VFA
470
Valeo Financial Advisors
Indiana
$114K +$34.2K +2,737 +34%
CI
471
Conning Inc
Connecticut
$112K -$3.16K -253 -2%
EFS
472
Essex Financial Services
Connecticut
$112K +$147K +11,795 New
CIBC World Market
473
CIBC World Market
Ontario, Canada
$111K -$26.6K -2,129 -15%
SWM
474
SeaCrest Wealth Management
New York
$109K -$107K -8,566 -43%
EA
475
Emerald Advisors
Washington
$108K -$49.9K -3,993 -27%

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.