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805 hedge funds and large institutions have $8.91B invested in Lumen in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 322 increasing their positions, 228 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 60

41% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 228

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 778805 (+27)

0.8% more ownership

Funds ownership: 78.64%79.43% (+0.8%)

1% less capital invested

Capital invested by funds: $9.02B → $8.91B (-$110M)

29% less call options, than puts

Call options by funds: $186M | Put options by funds: $263M

Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.56%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
101
Increased
322
Reduced
228
Closed
60
Calls
$186M
Puts
$263M
Net Calls
-$77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$44.1M +$16.5M +1,474,300 +57%
Swiss National Bank
27
Swiss National Bank
Switzerland
$43.6M +$2.53M +225,800 +6%
BMO
28
Beck Mack & Oliver
New York
$43.4M -$3.43M -305,432 -7%
LSV Asset Management
29
LSV Asset Management
Illinois
$40.6M -$2.34M -208,768 -5%
Bank of America
30
Bank of America
North Carolina
$39.8M +$5.24M +466,966 +15%
GHC
31
Graham Holdings Company
Virginia
$39.4M -$14.9M -1,325,000 -27%
FRM
32
Foundation Resource Management
Arkansas
$35.7M +$289K +25,750 +0.8%
Citadel Advisors
33
Citadel Advisors
Florida
$35.1M +$21.8M +1,938,421 +152%
Allianz Asset Management
34
Allianz Asset Management
Germany
$34.7M +$420K +37,417 +1%
FSCM
35
Front Street Capital Management
Montana
$34.5M -$2.48M -220,751 -7%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$34.3M -$23.8M -2,124,279 -40%
Goldman Sachs
37
Goldman Sachs
New York
$33.2M -$5.24M -466,952 -13%
OAM
38
Oppenheimer Asset Management
New York
$31.9M +$48.4K +4,317 +0.1%
Deutsche Bank
39
Deutsche Bank
Germany
$31.4M +$2.57M +228,998 +9%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$27.2M +$769K +68,549 +3%
Victory Capital Management
41
Victory Capital Management
Texas
$27M +$4.16M +370,834 +18%
Grantham, Mayo, Van Otterloo & Co (GMO)
42
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.5M +$1.18M +104,800 +5%
Wells Fargo
43
Wells Fargo
California
$25.6M -$3.73M -332,411 -12%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$25.4M +$3.59M +319,588 +16%
AA
45
ALPS Advisors
Colorado
$25M +$287K +25,613 +1%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$24.5M +$12.2M +1,085,423 +93%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$24.2M +$1.86M +165,447 +8%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$24.2M -$215K -19,148 -0.9%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$24.1M +$9.44M +841,125 +61%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$24M +$8.51M +758,149 +54%

LUMN Hedge Fund Activity: Q2 2022 in Review

805 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2022, worth a combined $8.91B — down 1.2% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new LUMN positions and 60 closed out — a net gain of 41 holders — while 322 added to existing stakes and 228 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.4M. The largest seller was Janus Henderson Group, cutting an estimated $72.3M.

  • 805 institutional investors held Lumen (LUMN) as of Q2 2022, up from 778 in Q1 2022.
  • Funds reported $8.91B of Lumen stock for Q2 2022, down 1.2% quarter-over-quarter.
  • 101 funds opened new Lumen positions in Q2 2022 and 60 closed out, a net change of +41 holders.
  • The largest Lumen buyer in Q2 2022 was Morgan Stanley, an estimated $54.4M added.
  • The largest Lumen seller in Q2 2022 was Janus Henderson Group, an estimated $72.3M sold.

Based on aggregated 13F filings for Q2 2022.