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719 hedge funds and large institutions have $11.4B invested in Lumen in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 272 increasing their positions, 217 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 217

22% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 78

2% more funds holding

Funds holding: 707719 (+12)

4% more capital invested

Capital invested by funds: $11B → $11.4B (+$405M)

0.87% more ownership

Funds ownership: 75.38%76.26% (+0.87%)

1% more call options, than puts

Call options by funds: $190M | Put options by funds: $189M

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
719
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
12.52%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
95
Increased
272
Reduced
217
Closed
78
Calls
$190M
Puts
$189M
Net Calls
+$1.42M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
26
Robeco Institutional Asset Management
Netherlands
$55.4M +$6.96M +504,429 +14%
N
27
Nuveen
North Carolina
$55M +$2.25M +163,146 +4%
Goldman Sachs
28
Goldman Sachs
New York
$52.6M -$4.08M -295,597 -7%
Swiss National Bank
29
Swiss National Bank
Switzerland
$51.7M +$3.02M +218,549 +6%
CS
30
Credit Suisse
Switzerland
$50.2M +$11.7M +846,803 +30%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$50M +$19.5M +1,410,387 +62%
LSV Asset Management
32
LSV Asset Management
Illinois
$47.5M -$363K -26,300 -0.7%
American Century Companies
33
American Century Companies
Missouri
$46M +$23.8M +1,725,080 +104%
Wells Fargo
34
Wells Fargo
California
$44.2M +$7.75M +561,490 +21%
FSCM
35
Front Street Capital Management
Montana
$44M +$2.31M +167,154 +5%
Deutsche Bank
36
Deutsche Bank
Germany
$39.2M -$1.04M -75,172 -3%
APG Asset Management
37
APG Asset Management
Netherlands
$39M +$12.9M +937,516 +38%
T
38
TOBAM
France
$38.4M +$15.4M +1,116,492 +65%
Amundi
39
Amundi
France
$34M +$34.5M +2,498,679 New
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$33.9M -$830K -60,168 -2%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$33.1M +$4.07M +294,690 +14%
OAM
42
Oppenheimer Asset Management
New York
$32.9M -$83.9K -6,080 -0.3%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$31.8M +$19.4M +1,402,991 +150%
Ensign Peak Advisors
44
Ensign Peak Advisors
Utah
$30.7M +$5.22M +378,175 +20%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$29.5M -$4.11M -297,900 -12%
FRM
46
Foundation Resource Management
Arkansas
$29.1M +$42.9K +3,112 +0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
47
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$28.2M +$3.68M +266,900 +15%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$26.8M +$232K +16,825 +0.9%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$26.4M +$2.22M +160,889 +9%
Man Group
50
Man Group
United Kingdom
$26.1M +$9.89M +716,598 +59%