We are live on ! Find out more

710 hedge funds and large institutions have $15.4B invested in Lumen in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 332 increasing their positions, 145 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more funds holding in top 10

Funds holding in top 10: 722 (+15)

129% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 145

98% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 92

81% more capital invested

Capital invested by funds: $8.51B → $15.4B (+$6.87B)

14% more funds holding

Funds holding: 625710 (+85)

4.38% more ownership

Funds ownership: 81.88%86.26% (+4.4%)

10% less call options, than puts

Call options by funds: $410M | Put options by funds: $453M

Holders
710
Holders Change
+85
Holders Change %
+13.6%
% of All Funds
16.1%
Holding in Top 10
22
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+214.29%
% of All Funds
0.5%
New
182
Increased
332
Reduced
145
Closed
92
Calls
$410M
Puts
$453M
Net Calls
-$43M
Net Calls Change
+$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
476
Adalta Capital Management
New York
$232K +$236K +13,896 New
EWM
477
Evercore Wealth Management
New York
$231K -$203 -12 -0.1%
DS
478
DRW Securities
Illinois
$227K +$231K +13,632 New
LC
479
Lourd Capital
California
$222K +$226K +13,315 New
PCA
480
Personal Capital Advisors
California
$221K +$225K +13,242 New
NFG
481
Next Financial Group
Texas
$220K -$41K -2,416 -15%
JWBC
482
J.W. Burns & Co
New York
$220K
CA
483
Cetera Advisors
Colorado
$219K +$8.85K +522 +4%
RIM
484
Rampart Investment Management
Connecticut
$219K +$93.3K +5,501 +72%
FRM
485
Fox Run Management
Connecticut
$216K +$5.93K +350 +3%
NL
486
NWAM LLC
Washington
$214K -$7.87K -464 -3%
Truist Financial
487
Truist Financial
North Carolina
$212K +$34.4K +2,030 +19%
SMFS
488
Squar Milner Financial Services
California
$211K +$199K +11,728 New
DAL
489
David A. Lorber
$210K +$31.3K +1,845 +17%
CB
490
Chemical Bank
Michigan
$209K -$12.4K -732 -6%
EVM
491
Eaton Vance Management
Massachusetts
$206K -$11.1K -652 -5%
CS
492
Cannell & Spears
New York
$205K
PL
493
Parkwood LLC
Ohio
$204K +$207K +12,211 New
WIA
494
Wealthstreet Investment Advisors
Texas
$202K +$205K +12,100 New
CIA
495
Capital Investment Advisors
Georgia
$201K -$9.43K -556 -4%
NSAM
496
North Star Asset Management
Wisconsin
$199K -$55K -3,245 -21%
FWM
497
Focused Wealth Management
New York
$196K +$189K +11,119 +1,740%
PIA
498
Piedmont Investment Advisors
North Carolina
$196K +$199K +11,745 New
WP
499
WealthSource Partners
California
$193K +$3.32K +196 +2%
Brown Advisory
500
Brown Advisory
Maryland
$191K +$194K +11,466 New

LUMN Hedge Fund Activity: Q4 2017 in Review

710 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2017, worth a combined $15.4B — up 81% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new LUMN positions and 92 closed out — a net gain of 90 holders — while 332 added to existing stakes and 145 trimmed.

The largest buyer was Singapore Technologies Telemedia, opening a new position worth an estimated $1.58B. The largest seller was Corvex Management, exiting entirely with an estimated $370M sold.

  • 710 institutional investors held Lumen (LUMN) as of Q4 2017, up from 625 in Q3 2017.
  • Funds reported $15.4B of Lumen stock for Q4 2017, up 81% quarter-over-quarter.
  • 182 funds opened new Lumen positions in Q4 2017 and 92 closed out, a net change of +90 holders.
  • The largest Lumen buyer in Q4 2017 was Singapore Technologies Telemedia, an estimated $1.58B added.
  • The largest Lumen seller in Q4 2017 was Corvex Management, an estimated $370M sold.

Based on aggregated 13F filings for Q4 2017.