Lumen
LUMN
556 hedge funds and large institutions have $3.78B invested in Lumen in 2024 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 64 closing their positions.
86% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 64
10% more funds holding
Funds holding: 505 → 556 (+51)
4.53% more ownership
Funds ownership: 65.51% → 70.04% (+4.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 157
20% less capital invested
Capital invested by funds: $4.73B → $3.78B (-$948M)
24% less call options, than puts
Call options by funds: $137M | Put options by funds: $182M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$58.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$55.2M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$53.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$39.4M |
| 5 |
Renaissance Technologies
New York
|
+$34.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$51.6M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$29.9M |
| 3 |
Barclays
London,
United Kingdom
|
-$25.8M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$17.5M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$16.7M |
LUMN Hedge Fund Activity: Q4 2024 in Review
556 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2024, worth a combined $3.78B — down 20% from $4.73B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new LUMN positions and 64 closed out — a net gain of 55 holders — while 157 added to existing stakes and 157 trimmed.
The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $58.6M. The largest seller was Vanguard Group, cutting an estimated $51.6M.
- 556 institutional investors held Lumen (LUMN) as of Q4 2024, up from 505 in Q3 2024.
- Funds reported $3.78B of Lumen stock for Q4 2024, down 20% quarter-over-quarter.
- 119 funds opened new Lumen positions in Q4 2024 and 64 closed out, a net change of +55 holders.
- The largest Lumen buyer in Q4 2024 was Hennessy Advisors Inc, an estimated $58.6M added.
- The largest Lumen seller in Q4 2024 was Vanguard Group, an estimated $51.6M sold.
Based on aggregated 13F filings for Q4 2024.