We are live on ! Find out more
LUMN icon

Lumen
LUMN

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: 7 → 22 (+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: 625 → 710 (+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

Top Buyers

Rank Fund Capital Flow
1
STT
Singapore Technologies Telemedia
Singapore
+$1.58B
2
Temasek Holdings
Temasek Holdings
Singapore
+$1.58B
3
SAM
Southeastern Asset Management
Tennessee
+$1.21B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$746M
5
BlackRock
BlackRock
New York
+$448M

Top Sellers

Rank Fund Capital Flow
1
CM
Corvex Management
New York
-$370M
2
AIG
American International Group
New York
-$261M
3
CI
Cowen Inc
New York
-$38.8M
4
Goldman Sachs
Goldman Sachs
New York
-$36.6M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
-$35.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$77.2M +$36.2M +2,137,363 +86%
Charles Schwab
27
Charles Schwab
California
$72.7M +$28.1M +1,658,861 +61%
Deutsche Bank
28
Deutsche Bank
Germany
$72.5M +$52.9M +3,120,114 +254%
GC
29
Guggenheim Capital
Illinois
$72.5M +$25.3M +1,494,802 +52%
BMO
30
Beck Mack & Oliver
New York
$71.2M +$56.3M +3,322,807 +352%
AACR
31
ACR Alpine Capital Research
Missouri
$70.5M +$71.7M +4,227,267 New
AAMU
32
Amundi Asset Management US
Massachusetts
$69.3M +$15.2M +895,681 +27%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$67.9M +$68.8M +4,055,472 +29,602%
O
34
OppenheimerFunds
New York
$67.2M +$26.3M +1,551,931 +63%
Grantham, Mayo, Van Otterloo & Co (GMO)
35
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$65.5M +$66.6M +3,925,435 +157,017%
TCIM
36
TIAA CREF Investment Management
New York
$61.6M +$13.7M +806,500 +28%
Swiss National Bank
37
Swiss National Bank
Switzerland
$59.3M +$28.1M +1,656,793 +87%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$57.4M +$2.72M +160,560 +5%
AA
39
ALPS Advisors
Colorado
$54.9M +$14M +825,219 +33%
First Trust Advisors
40
First Trust Advisors
Illinois
$54.9M -$18.1M -1,068,613 -25%
WHRC
41
W.H. Reaves & Co
New Jersey
$52M +$11.3M +665,332 +27%
OTPPB
42
Ontario Teachers' Pension Plan Board
Ontario, Canada
$51.7M +$26.8M +1,580,611 +104%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51.6M +$7.88M +464,443 +18%
BCM
44
Bridgeway Capital Management
Texas
$51.6M +$13.8M +814,500 +36%
UBS AM
45
UBS AM
Illinois
$50.9M +$9.37M +552,396 +22%
PAM
46
PineView Asset Management
Connecticut
$50.3M +$3.28M +193,516 +7%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$50.2M +$15.7M +925,273 +44%
MVP
48
Miller Value Partners
Florida
$46.5M +$47.2M +2,786,450 New
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$45.8M +$20.7M +1,223,426 +80%
Ameriprise
50
Ameriprise
Minnesota
$43.8M -$27.2M -1,602,452 -38%
1
2
3 4 5

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.