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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
APA
476
American Portfolios Advisors
New York
$230K +$21.5K +1,914 +10%
FNT
477
First National Trust
Pennsylvania
$229K
1IA
478
1620 Investment Advisors
Massachusetts
$227K -$16.7K -1,484 -7%
SW
479
SteelPeak Wealth
California
$227K +$66.1K +5,893 +40%
FBC
480
Fairfield, Bush & Co
Connecticut
$226K -$24.1K -2,149 -9%
SWM
481
SeaCrest Wealth Management
New York
$224K -$17.6K -1,571 -7%
NSEDCP
482
NJ State Employees Deferred Compensation Plan
New Jersey
$224K
MGAM
483
McGowan Group Asset Management
Texas
$223K -$13.7K -1,225 -6%
DADC
484
D.A. Davidson & Co
Montana
$221K +$23.1K +2,061 +11%
HI
485
Horizon Investments
North Carolina
$220K -$188K -16,794 -45%
SAM
486
Silvercrest Asset Management
New York
$219K
DWT
487
Dorsey & Whitney Trust
South Dakota
$219K +$1.4K +125 +0.6%
QPW
488
Quantum Private Wealth
Florida
$218K
SMH
489
Sanders Morris Harris
Texas
$215K
HNB
490
Huntington National Bank
Ohio
$214K +$12.3K +1,098 +6%
VCM
491
Virtue Capital Management
Tennessee
$213K +$219K +19,506 New
CA
492
CoreCap Advisors
Michigan
$212K +$218K +19,445 New
CIBC World Market
493
CIBC World Market
Ontario, Canada
$210K -$137K -12,215 -39%
BDF
494
Balasa Dinverno & Foltz
$208K -$105K -9,382 -33%
DMBA
495
Deseret Mutual Benefit Administrators
Utah
$206K
TNBTD
496
Trustmark National Bank Trust Department
Mississippi
$204K
IWC
497
Integrated Wealth Concepts
Massachusetts
$203K -$65.7K -5,856 -24%
Cerity Partners
498
Cerity Partners
New York
$201K +$207K +18,432 New
LWM
499
Laidlaw Wealth Management
New York
$199K -$22.4K -2,000 -10%
AG
500
AIA Group
Hong Kong
$198K

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.