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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
Barclays
26
Barclays
United Kingdom
$51.8M -$1.74M -138,912 -2%
N
27
Nuveen
North Carolina
$49.4M -$28.2M -2,254,330 -30%
UBS Group
28
UBS Group
Switzerland
$45.2M -$5.19M -414,961 -8%
AAMU
29
Amundi Asset Management US
Massachusetts
$41.9M +$4.2M +336,159 +8%
JP Morgan Chase
30
JP Morgan Chase
New York
$41.8M -$4.64M -370,786 -8%
Bank of Nova Scotia
31
Bank of Nova Scotia
Ontario, Canada
$39.5M -$4.11M -328,834 -7%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$38.9M +$3.81M +304,775 +8%
Robeco Institutional Asset Management
33
Robeco Institutional Asset Management
Netherlands
$38M +$7.86M +628,668 +19%
Swiss National Bank
34
Swiss National Bank
Switzerland
$36M +$8.91M +712,600 +23%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$35.3M -$14.5M -1,155,927 -24%
Man Group
36
Man Group
United Kingdom
$34.9M +$40.6M +3,244,592 +724%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$33.8M +$40.4M +3,235,054 +955%
Capital Research Global Investors
38
Capital Research Global Investors
California
$33.2M +$27.8K +2,222 +0.1%
OAM
39
Oppenheimer Asset Management
New York
$31.2M +$4.19M +334,721 +11%
BCM
40
Bridgeway Capital Management
Texas
$29.7M -$14.9M -1,191,480 -27%
CS
41
Credit Suisse
Switzerland
$28M +$14.5M +1,161,677 +64%
American Century Companies
42
American Century Companies
Missouri
$27.1M +$21.4M +1,713,223 +149%
Truist Financial
43
Truist Financial
North Carolina
$26.6M -$917K -73,370 -3%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$25.5M -$4.5M -360,289 -12%
Prudential Financial
45
Prudential Financial
New Jersey
$25.5M -$1.39M -111,390 -4%
WFI
46
West Family Investments
California
$24.5M +$100K +8,000 +0.3%
Wells Fargo
47
Wells Fargo
California
$23.7M -$5.78M -462,197 -16%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$23.6M -$4.41M -352,825 -12%
PFC
49
Poplar Forest Capital
California
$23.3M +$9.64M +770,962 +46%
CA
50
CapWealth Advisors
Tennessee
$23M +$9.93M +794,129 +48%

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.