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Lumen
LUMN

485 hedge funds and large institutions have $1.06B invested in Lumen in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 116 increasing their positions, 152 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 66

1.25% less ownership

Funds ownership: 68.23% → 66.98% (-1.3%)

2% less funds holding

Funds holding: 493 → 485 (-8)

16% less capital invested

Capital invested by funds: $1.26B → $1.06B (-$204M)

24% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 152

67% less call options, than puts

Call options by funds: $20.1M | Put options by funds: $60.5M

Holders
485
Holders Change
-8
Holders Change %
-1.62%
% of All Funds
6.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
64
Increased
116
Reduced
152
Closed
66
Calls
$20.1M
Puts
$60.5M
Net Calls
-$40.5M
Net Calls Change
+$38.1M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$7.04M
2
Renaissance Technologies
Renaissance Technologies
New York
+$6.35M
3
Goldman Sachs
Goldman Sachs
New York
+$3.34M
4
FSCM
Front Street Capital Management
Montana
+$3.3M
5
BCM
Brigade Capital Management
New York
+$3.13M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$13.8M
2
Invesco
Invesco
Georgia
-$12.1M
3
ETC
Exchange Traded Concepts
Oklahoma
-$7.64M
4
BlackRock
BlackRock
New York
-$5.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
CapWealth Advisors
Tennessee
$5.19M +$521K +333,357 +11%
Connor, Clark & Lunn Investment Management (CC&L)
27
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.59M +$15.2K +9,713 +0.3%
Ameriprise
28
Ameriprise
Minnesota
$4.56M -$181K -115,767 -4%
FRM
29
Foundation Resource Management
Arkansas
$4.19M -$99.7K -63,839 -2%
JP Morgan Chase
30
JP Morgan Chase
New York
$4.06M -$2.5M -1,601,614 -38%
Bank of America
31
Bank of America
North Carolina
$3.88M +$499K +319,175 +15%
AQR Capital Management
32
AQR Capital Management
Connecticut
$3.71M +$878K +562,179 +31%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$3.64M -$3K -1,920 -0.1%
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.23M -$40.1K -25,640 -1%
Mitsubishi UFJ Trust & Banking
35
Mitsubishi UFJ Trust & Banking
Japan
$3.2M +$627K +401,399 +22%
A
36
AustralianSuper
Australia
$3.13M – – –
BCM
37
Brigade Capital Management
New York
$3.12M +$3.13M +2,000,000 New
Swiss National Bank
38
Swiss National Bank
Switzerland
$3.1M – – –
State Board of Administration of Florida Retirement System
39
State Board of Administration of Florida Retirement System
Florida
$3.03M +$1.27M +814,474 +248%
VDBMI
40
Van Den Berg Management I
Texas
$3.02M +$1.33M +849,206 +78%
UBS AM
41
UBS AM
Illinois
$2.91M +$275K +175,921 +10%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$2.84M -$476K -304,365 -14%
UBS Group
43
UBS Group
Switzerland
$2.82M +$1.39M +888,160 +96%
LOAMU
44
Lombard Odier Asset Management (USA)
New York
$2.34M +$1.68M +1,076,400 +254%
Federated Hermes
45
Federated Hermes
Pennsylvania
$2.28M +$31.8K +20,366 +1%
KS
46
Karpas Strategies
Connecticut
$2.14M -$922 -590 -0%
CS
47
Credit Suisse
Switzerland
$2.12M -$200K -128,206 -9%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$1.99M – – –
Jane Street
49
Jane Street
New York
$1.98M -$595K -380,968 -23%
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.92M -$254K -162,726 -12%
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LUMN Hedge Fund Activity: Q1 2024 in Review

485 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2024, worth a combined $1.06B — down 16% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of LUMN and 64 opened new positions — a net loss of 2 holders — while 152 trimmed existing stakes and 116 added.

The largest buyer was Charles Schwab, adding an estimated $7.04M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.

  • 485 institutional investors held Lumen (LUMN) as of Q1 2024, down from 493 in Q4 2023.
  • Funds reported $1.06B of Lumen stock for Q1 2024, down 16% quarter-over-quarter.
  • 64 funds opened new Lumen positions in Q1 2024 and 66 closed out, a net change of -2 holders.
  • The largest Lumen buyer in Q1 2024 was Charles Schwab, an estimated $7.04M added.
  • The largest Lumen seller in Q1 2024 was Morgan Stanley, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2024.