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691 hedge funds and large institutions have $8.12B invested in Lumen in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 248 increasing their positions, 258 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.87% more ownership

Funds ownership: 77.91%78.79% (+0.87%)

4% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 258

4% less funds holding

Funds holding: 721691 (-30)

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 97

28% less capital invested

Capital invested by funds: $11.2B → $8.12B (-$3.11B)

62% less call options, than puts

Call options by funds: $68.6M | Put options by funds: $179M

Holders
691
Holders Change
-30
Holders Change %
-4.16%
% of All Funds
15.23%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
76
Increased
248
Reduced
258
Closed
97
Calls
$68.6M
Puts
$179M
Net Calls
-$110M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
476
Raymond James Trust
Florida
$108K +$113 +9 +0.1%
PWP
477
Principle Wealth Partners
Connecticut
$104K +$11.4K +915 +9%
WP
478
WealthPLAN Partners
Nebraska
$104K +$141K +11,283 New
Lazard Asset Management
479
Lazard Asset Management
New York
$100K +$133K +10,655 New
CAM
480
Cresset Asset Management
Illinois
$99K +$131K +10,481 New
SSG
481
Summit Securities Group
New York
$98K -$1.4M -112,300 -92%
CA
482
Cetera Advisors
Colorado
$98K +$4.78K +382 +4%
FWM
483
Focused Wealth Management
New York
$98K +$18.8K +1,500 +17%
LS
484
Livforsakringsbolaget Skandia
Sweden
$98K +$51.3K +4,100 +66%
GA
485
GFS Advisors
Texas
$95K
NICM
486
Neo Ivy Capital Management
New York
$90K +$118K +9,463 New
RIM
487
Rampart Investment Management
Connecticut
$89K -$292K -23,330 -71%
CAPTRUST Financial Advisors
488
CAPTRUST Financial Advisors
North Carolina
$84K -$94.4K -7,554 -44%
APA
489
American Portfolios Advisors
New York
$83.4K -$91.8K -7,346 -45%
NFG
490
Next Financial Group
Texas
$82K -$105K -8,362 -49%
SFFS
491
Stonehage Fleming Financial Services
Jersey
$82K
ED
492
Exane Derivatives
France
$82K -$3.3M -263,963 -97%
AF
493
Advisornet Financial
Minnesota
$79K -$36.9K -2,953 -26%
CAN
494
Claraphi Advisory Network
United States
$76K +$100K +8,004 New
FMLI
495
Fukoku Mutual Life Insurance
Japan
$72K
PA
496
Parallel Advisors
California
$70K -$28.9K -2,313 -24%
LWM
497
Liberty Wealth Management
California
$70K +$1.29K +103 +1%
HR
498
Howe & Rusling
New York
$69K -$578K -46,259 -86%
S
499
Seeyond
France
$66K -$2.14K -171 -0.8%
SIAS
500
Shine Investment Advisory Services
Colorado
$66K +$225 +18 +0.3%

LUMN Hedge Fund Activity: Q1 2020 in Review

691 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2020, worth a combined $8.12B — down 28% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LUMN and 76 opened new positions — a net loss of 21 holders — while 258 trimmed existing stakes and 248 added.

The largest buyer was Citigroup, adding an estimated $114M. The largest seller was Southeastern Asset Management, cutting an estimated $54.7M.

  • 691 institutional investors held Lumen (LUMN) as of Q1 2020, down from 721 in Q4 2019.
  • Funds reported $8.12B of Lumen stock for Q1 2020, down 28% quarter-over-quarter.
  • 76 funds opened new Lumen positions in Q1 2020 and 97 closed out, a net change of -21 holders.
  • The largest Lumen buyer in Q1 2020 was Citigroup, an estimated $114M added.
  • The largest Lumen seller in Q1 2020 was Southeastern Asset Management, an estimated $54.7M sold.

Based on aggregated 13F filings for Q1 2020.