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505 hedge funds and large institutions have $4.73B invested in Lumen in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 132 increasing their positions, 123 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

556% more capital invested

Capital invested by funds: $721M → $4.73B (+$4.01B)

94% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 64

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more funds holding

Funds holding: 452505 (+53)

7% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 123

0.81% more ownership

Funds ownership: 64.7%65.51% (+0.81%)

14% less call options, than puts

Call options by funds: $220M | Put options by funds: $255M

Holders
505
Holders Change
+53
Holders Change %
+11.73%
% of All Funds
7.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
124
Increased
132
Reduced
123
Closed
64
Calls
$220M
Puts
$255M
Net Calls
-$35.3M
Net Calls Change
-$7.77M
Name Holding Trade Value Shares
Change
Change in
Stake
TH
476
TCTC Holdings
Texas
$121
NFA
477
Northwest Financial Advisors
Virginia
$121 +$73 +17 New
FGA
478
Fortis Group Advisors
New Jersey
$114
FFA
479
Frazier Financial Advisors
Ohio
$114
KFI
480
Key Financial Inc
Pennsylvania
$114
AIC
481
Archer Investment Corporation
Indiana
$92
TCM
482
TD Capital Management
Tennessee
$89
MFT
483
Moisand Fitzgerald Tamayo
Florida
$86
PS
484
Planned Solutions
California
$85 +$51 +12 New
CJH
485
Christopher J. Hasenberg
Wisconsin
$84 +$56 +13 New
CPA
486
Capital Performance Advisors
California
$78 +$47 +11 New
CPG
487
Cornerstone Planning Group
New Jersey
$66
LFA
488
Livelsberger Financial Advisory
Ohio
$64 +$38 +9 New
TAM
489
Tucker Asset Management
Colorado
$57
FRA
490
Front Row Advisors
California
$50 -$6.4K -1,500 -100%
Credit Agricole
491
Credit Agricole
France
$43
BL
492
BFSG LLC
California
$36 -$12.1K -2,838 -100%
VAMG
493
Voisard Asset Management Group
Michigan
$36 -$884 -207 -98%
NL
494
NVWM LLC
Pennsylvania
$36
CFFP
495
Center for Financial Planning
Michigan
$29 +$17 +4 New
BIM
496
Breakwater Investment Management
Washington
$22
CIAS
497
CBIZ Investment Advisory Services
Ohio
$15 +$9 +2 New
HI
498
Hoey Investments
Pennsylvania
$10
SIC
499
Salem Investment Counselors
North Carolina
$8
AWM
500
AllSquare Wealth Management
New York
$7

LUMN Hedge Fund Activity: Q3 2024 in Review

505 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q3 2024, worth a combined $4.73B — up 556% from $721M a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new LUMN positions and 64 closed out — a net gain of 60 holders — while 132 added to existing stakes and 123 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $65.1M. The largest seller was Invesco, cutting an estimated $46.7M.

  • 505 institutional investors held Lumen (LUMN) as of Q3 2024, up from 452 in Q2 2024.
  • Funds reported $4.73B of Lumen stock for Q3 2024, up 556% quarter-over-quarter.
  • 124 funds opened new Lumen positions in Q3 2024 and 64 closed out, a net change of +60 holders.
  • The largest Lumen buyer in Q3 2024 was Arrowstreet Capital, an estimated $65.1M added.
  • The largest Lumen seller in Q3 2024 was Invesco, an estimated $46.7M sold.

Based on aggregated 13F filings for Q3 2024.