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Lumen
LUMN

485 hedge funds and large institutions have $1.06B invested in Lumen in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 116 increasing their positions, 152 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 66

1.25% less ownership

Funds ownership: 68.23% → 66.98% (-1.3%)

2% less funds holding

Funds holding: 493 → 485 (-8)

16% less capital invested

Capital invested by funds: $1.26B → $1.06B (-$204M)

24% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 152

67% less call options, than puts

Call options by funds: $20.1M | Put options by funds: $60.5M

Holders
485
Holders Change
-8
Holders Change %
-1.62%
% of All Funds
6.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
64
Increased
116
Reduced
152
Closed
66
Calls
$20.1M
Puts
$60.5M
Net Calls
-$40.5M
Net Calls Change
+$38.1M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$7.04M
2
Renaissance Technologies
Renaissance Technologies
New York
+$6.35M
3
Goldman Sachs
Goldman Sachs
New York
+$3.34M
4
FSCM
Front Street Capital Management
Montana
+$3.3M
5
BCM
Brigade Capital Management
New York
+$3.13M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$13.8M
2
Invesco
Invesco
Georgia
-$12.1M
3
ETC
Exchange Traded Concepts
Oklahoma
-$7.64M
4
BlackRock
BlackRock
New York
-$5.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
451
FinTrust Capital Advisors
South Carolina
$43 – – –
WIA
452
Wetzel Investment Advisors
Indiana
$41 -$3.91K -2,500 -99%
IA
453
IFS Advisors
Kansas
$40 – – –
PGAM
454
Princeton Global Asset Management
New Jersey
$33 – – –
SSB
455
Sandy Spring Bank
Maryland
$33 +$33 +21 New
WT
456
Whittier Trust
California
$32 -$34 -22 -51%
VWM
457
Valley Wealth Managers
New Jersey
$30 – – –
CWC
458
Carolinas Wealth Consulting
North Carolina
$28 – – –
TH
459
TCTC Holdings
Texas
$27 – – –
FGA
460
Fortis Group Advisors
New Jersey
$25 -$25 -16 -50%
FFA
461
Frazier Financial Advisors
Ohio
$25 – – –
AIC
462
Archer Investment Corporation
Indiana
$20 – – –
MFT
463
Moisand Fitzgerald Tamayo
Florida
$19 – – –
MCM
464
MV Capital Management
Maryland
$16 +$16 +10 New
HI
465
Hoey Investments
Pennsylvania
$15 – – –
CPG
466
Cornerstone Planning Group
New Jersey
$14 – – –
RFA
467
Register Financial Advisors
Georgia
$14 +$14 +9 New
TAM
468
Tucker Asset Management
Colorado
$12 – – –
Credit Agricole
469
Credit Agricole
France
$8 – – –
NL
470
NVWM LLC
Pennsylvania
$8 – – –
HCM
471
Hollencrest Capital Management
California
$6 – – –
BIM
472
Breakwater Investment Management
Washington
$5 +$5 +3 New
IWP
473
IAG Wealth Partners
Wisconsin
$3 – – –
AWM
474
AllSquare Wealth Management
New York
$2 – – –
CS
475
Clear Street
New York
$2 – – –
17 18
19
20 21

LUMN Hedge Fund Activity: Q1 2024 in Review

485 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2024, worth a combined $1.06B — down 16% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of LUMN and 64 opened new positions — a net loss of 2 holders — while 152 trimmed existing stakes and 116 added.

The largest buyer was Charles Schwab, adding an estimated $7.04M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.

  • 485 institutional investors held Lumen (LUMN) as of Q1 2024, down from 493 in Q4 2023.
  • Funds reported $1.06B of Lumen stock for Q1 2024, down 16% quarter-over-quarter.
  • 64 funds opened new Lumen positions in Q1 2024 and 66 closed out, a net change of -2 holders.
  • The largest Lumen buyer in Q1 2024 was Charles Schwab, an estimated $7.04M added.
  • The largest Lumen seller in Q1 2024 was Morgan Stanley, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2024.