Lumen
LUMN
645 hedge funds and large institutions have $12.4B invested in Lumen in 2015 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 262 increasing their positions, 236 reducing their positions, and 66 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
11% more repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 236
1.22% less ownership
Funds ownership: 76.56% → 75.34% (-1.2%)
3% less funds holding
Funds holding: 666 → 645 (-21)
12% less call options, than puts
Call options by funds: $155M | Put options by funds: $177M
17% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 66
17% less capital invested
Capital invested by funds: $15B → $12.4B (-$2.55B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$56.7M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$51.8M |
| 3 |
Teacher Retirement System of Texas
Austin,
Texas
|
+$46.7M |
| 4 |
Goldman Sachs
New York
|
+$33.1M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$136M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$93.3M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$65M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$57.9M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$52M |
LUMN Hedge Fund Activity: Q2 2015 in Review
645 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2015, worth a combined $12.4B — down 17% from $15B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of LUMN and 55 opened new positions — a net loss of 11 holders — while 236 trimmed existing stakes and 262 added.
The largest buyer was BlackRock Fund Advisors, adding an estimated $56.7M. The largest seller was Capital Research Global Investors, cutting an estimated $136M.
- 645 institutional investors held Lumen (LUMN) as of Q2 2015, down from 666 in Q1 2015.
- Funds reported $12.4B of Lumen stock for Q2 2015, down 17% quarter-over-quarter.
- 55 funds opened new Lumen positions in Q2 2015 and 66 closed out, a net change of -11 holders.
- The largest Lumen buyer in Q2 2015 was BlackRock Fund Advisors, an estimated $56.7M added.
- The largest Lumen seller in Q2 2015 was Capital Research Global Investors, an estimated $136M sold.
Based on aggregated 13F filings for Q2 2015.