Lumen
LUMN
493 hedge funds and large institutions have $1.26B invested in Lumen in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 106 increasing their positions, 183 reducing their positions, and 86 closing their positions.
32% more capital invested
Capital invested by funds: $957M → $1.26B (+$303M)
1.78% more ownership
Funds ownership: 66.45% → 68.23% (+1.8%)
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: 83 | Existing positions closed: 86
2% less funds holding
Funds holding: 502 → 493 (-9)
42% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 183
81% less call options, than puts
Call options by funds: $18.3M | Put options by funds: $96.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.3M |
| 2 |
BlackRock
New York
|
+$10.8M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$8.2M |
| 4 |
PCM
Palestra Capital Management
New York
|
+$6.57M |
| 5 |
Renaissance Technologies
New York
|
+$5.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$5.7M |
| 2 |
QP
Quilter Plc
London,
United Kingdom
|
-$5.49M |
| 3 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$3.61M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.96M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$2.94M |
LUMN Hedge Fund Activity: Q4 2023 in Review
493 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2023, worth a combined $1.26B — up 32% from $957M a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of LUMN and 83 opened new positions — a net loss of 3 holders — while 183 trimmed existing stakes and 106 added.
The largest buyer was Morgan Stanley, adding an estimated $19.3M. The largest seller was Millennium Management, cutting an estimated $5.7M.
- 493 institutional investors held Lumen (LUMN) as of Q4 2023, down from 502 in Q3 2023.
- Funds reported $1.26B of Lumen stock for Q4 2023, up 32% quarter-over-quarter.
- 83 funds opened new Lumen positions in Q4 2023 and 86 closed out, a net change of -3 holders.
- The largest Lumen buyer in Q4 2023 was Morgan Stanley, an estimated $19.3M added.
- The largest Lumen seller in Q4 2023 was Millennium Management, an estimated $5.7M sold.
Based on aggregated 13F filings for Q4 2023.