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778 hedge funds and large institutions have $9.02B invested in Lumen in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 307 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $247M | Put options by funds: $192M

26% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 244

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 97

1.4% less ownership

Funds ownership: 80.04%78.64% (-1.4%)

2% less funds holding

Funds holding: 791778 (-13)

12% less capital invested

Capital invested by funds: $10.2B → $9.02B (-$1.2B)

Holders
778
Holders Change
-13
Holders Change %
-1.64%
% of All Funds
12.27%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
95
Increased
307
Reduced
244
Closed
97
Calls
$247M
Puts
$192M
Net Calls
+$55.7M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
26
LSV Asset Management
Illinois
$44.3M +$573K +50,055 +1%
UBS AM
27
UBS AM
Illinois
$43.9M +$18.8K +1,646 +0%
N
28
Nuveen
North Carolina
$43.8M +$2.36M +206,095 +5%
Barclays
29
Barclays
United Kingdom
$42.8M +$43.1M +3,763,811 New
Swiss National Bank
30
Swiss National Bank
Switzerland
$42.5M +$2.28M +199,200 +6%
Goldman Sachs
31
Goldman Sachs
New York
$39.5M -$21.8M -1,906,289 -35%
FSCM
32
Front Street Capital Management
Montana
$38.1M +$558K +48,738 +1%
FRM
33
Foundation Resource Management
Arkansas
$36.6M +$11.8M +1,032,288 +47%
Bank of America
34
Bank of America
North Carolina
$35.8M -$24M -2,095,429 -40%
Allianz Asset Management
35
Allianz Asset Management
Germany
$35.5M +$14.8M +1,294,368 +70%
OAM
36
Oppenheimer Asset Management
New York
$32.9M +$9.91M +865,350 +42%
Wells Fargo
37
Wells Fargo
California
$30.2M -$148K -12,891 -0.5%
Deutsche Bank
38
Deutsche Bank
Germany
$29.9M +$2.06M +179,974 +7%
American Century Companies
39
American Century Companies
Missouri
$29M -$18.6M -1,627,138 -39%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$27.4M +$17.3M +1,513,510 +166%
T
41
TOBAM
France
$27.3M +$3.23M +282,365 +13%
APG Asset Management
42
APG Asset Management
Netherlands
$26.2M +$2.08M +181,900 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.1M +$4.11M +359,400 +18%
AA
44
ALPS Advisors
Colorado
$25.5M +$3.98M +347,844 +18%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$25.3M -$3.39M -296,191 -12%
Retirement Systems of Alabama
46
Retirement Systems of Alabama
Alabama
$23.5M +$20.4M +1,781,084 +583%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$23.2M +$2.12M +185,056 +10%
RJA
48
Raymond James & Associates
Florida
$22.8M +$1.68M +146,566 +8%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$22.6M -$9.34M -815,899 -29%
Victory Capital Management
50
Victory Capital Management
Texas
$21.2M +$21.7M +1,893,276 +903%