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805 hedge funds and large institutions have $8.91B invested in Lumen in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 322 increasing their positions, 228 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 60

41% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 228

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 778805 (+27)

0.8% more ownership

Funds ownership: 78.64%79.43% (+0.8%)

1% less capital invested

Capital invested by funds: $9.02B → $8.91B (-$110M)

29% less call options, than puts

Call options by funds: $186M | Put options by funds: $263M

Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.56%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
101
Increased
322
Reduced
228
Closed
60
Calls
$186M
Puts
$263M
Net Calls
-$77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
451
Schechter Investment Advisors
Michigan
$270K +$147K +13,132 +113%
RDWM
452
Red Door Wealth Management
Tennessee
$269K
CCP
453
Corient Capital Partners
California
$260K +$43.6K +3,884 +20%
IAP
454
Indie Asset Partners
Indiana
$256K
BRWM
455
B. Riley Wealth Management
Tennessee
$255K +$307K +27,385 New
CIAS
456
Capital Investment Advisory Services
North Carolina
$253K +$66.3K +5,905 +34%
CA
457
Cetera Advisors
Colorado
$250K -$134K -11,976 -34%
JF
458
Jump Financial
Illinois
$248K -$649K -57,845 -72%
SG Americas Securities
459
SG Americas Securities
New York
$248K +$255K +22,720 New
CANY
460
Caxton Associates (New York)
New York
$247K +$254K +22,670 New
FFM
461
Forum Financial Management
Illinois
$246K -$24.5K -2,180 -9%
FRM
462
Fox Run Management
Connecticut
$246K +$253K +22,573 New
DGAM
463
Desjardins Global Asset Management
Quebec, Canada
$243K -$50.9K -4,532 -17%
C
464
Covestor
United Kingdom
$243K +$162K +14,442 +183%
FFWM
465
Future Financial Wealth Management
Ohio
$242K
VanEck Associates
466
VanEck Associates
New York
$240K -$9.98K -889 -4%
MCM
467
MAI Capital Management
Ohio
$240K +$12.6K +1,125 +5%
MIM
468
Marco Investment Management
Georgia
$239K -$89.8K -8,000 -27%
UWPG
469
Ullmann Wealth Partners Group
Florida
$239K
Lido Advisors
470
Lido Advisors
California
$237K +$34 +3 +0%
HCA
471
Heck Capital Advisors
Wisconsin
$234K +$240K +21,422 New
ACA
472
Atlas Capital Advisors
Wyoming
$233K +$39.7K +3,536 +20%
Holocene Advisors
473
Holocene Advisors
New York
$233K +$240K +21,376 New
SC
474
Savant Capital
Illinois
$232K +$52.2K +4,653 +28%
GC
475
Grimes & Company
Massachusetts
$231K

LUMN Hedge Fund Activity: Q2 2022 in Review

805 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2022, worth a combined $8.91B — down 1.2% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new LUMN positions and 60 closed out — a net gain of 41 holders — while 322 added to existing stakes and 228 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.4M. The largest seller was Janus Henderson Group, cutting an estimated $72.3M.

  • 805 institutional investors held Lumen (LUMN) as of Q2 2022, up from 778 in Q1 2022.
  • Funds reported $8.91B of Lumen stock for Q2 2022, down 1.2% quarter-over-quarter.
  • 101 funds opened new Lumen positions in Q2 2022 and 60 closed out, a net change of +41 holders.
  • The largest Lumen buyer in Q2 2022 was Morgan Stanley, an estimated $54.4M added.
  • The largest Lumen seller in Q2 2022 was Janus Henderson Group, an estimated $72.3M sold.

Based on aggregated 13F filings for Q2 2022.