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710 hedge funds and large institutions have $15.4B invested in Lumen in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 332 increasing their positions, 145 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more funds holding in top 10

Funds holding in top 10: 722 (+15)

129% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 145

98% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 92

81% more capital invested

Capital invested by funds: $8.51B → $15.4B (+$6.87B)

14% more funds holding

Funds holding: 625710 (+85)

4.38% more ownership

Funds ownership: 81.88%86.26% (+4.4%)

10% less call options, than puts

Call options by funds: $410M | Put options by funds: $453M

Holders
710
Holders Change
+85
Holders Change %
+13.6%
% of All Funds
16.1%
Holding in Top 10
22
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+214.29%
% of All Funds
0.5%
New
182
Increased
332
Reduced
145
Closed
92
Calls
$410M
Puts
$453M
Net Calls
-$43M
Net Calls Change
+$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
501
NewEdge Advisors
Louisiana
$186K +$183K +10,795 New
CFA
502
Cahill Financial Advisors
Minnesota
$186K +$188K +11,098 New
APP
503
Avantax Planning Partners
Iowa
$185K -$67.3K -3,971 -26%
SP
504
Successful Portfolios
Florida
$181K +$184K +10,841 New
NAM
505
North American Management
Massachusetts
$180K +$2.37K +140 +1%
WIM
506
Westside Investment Management
California
$180K +$136K +8,000 +328%
GT
507
Glenmede Trust
Pennsylvania
$178K +$83.1K +4,900 +84%
SCM
508
SOL Capital Management
Maryland
$177K +$180K +10,638 New
LOAME
509
Lombard Odier Asset Management (Europe)
United Kingdom
$175K +$178K +10,494 New
VSWA
510
Vontobel Swiss Wealth Advisors
Switzerland
$175K +$178K +10,500 New
Cerity Partners
511
Cerity Partners
New York
$175K +$178K +10,513 New
HAIM
512
Hunter Associates Investment Management
Pennsylvania
$174K -$105K -6,185 -37%
VFA
513
Valeo Financial Advisors
Indiana
$161K -$91.6K -5,400 -36%
VIA
514
Virtus Investment Advisers
Connecticut
$153K +$54.5K +3,212 +54%
Korea Investment Corp
515
Korea Investment Corp
South Korea
$152K -$635K -37,443 -80%
BLA
516
Balter Liquid Alternatives
Massachusetts
$148K +$151K +8,889 New
CLOS
517
Compagnie Lombard Odier SCmA
Switzerland
$146K +$148K +8,754 New
SFFS
518
Stonehage Fleming Financial Services
Jersey
$144K
IWM
519
IHT Wealth Management
Illinois
$143K +$7.55K +445 +6%
CHC
520
City Holding Co
West Virginia
$132K -$557K -32,821 -81%
CG
521
Cutler Group
California
$131K -$240K -14,141 -64%
DVM
522
Dreman Value Management
Florida
$127K -$167K -9,857 -56%
AOWM
523
Alpha Omega Wealth Management
Virginia
$115K -$35.6K -2,100 -23%
WAM
524
Wealthspire Advisors (Maryland)
Maryland
$113K +$81.9K +4,828 +251%
CFG
525
Citizens Financial Group
Rhode Island
$111K +$113K +6,666 New

LUMN Hedge Fund Activity: Q4 2017 in Review

710 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2017, worth a combined $15.4B — up 81% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new LUMN positions and 92 closed out — a net gain of 90 holders — while 332 added to existing stakes and 145 trimmed.

The largest buyer was Singapore Technologies Telemedia, opening a new position worth an estimated $1.58B. The largest seller was Corvex Management, exiting entirely with an estimated $370M sold.

  • 710 institutional investors held Lumen (LUMN) as of Q4 2017, up from 625 in Q3 2017.
  • Funds reported $15.4B of Lumen stock for Q4 2017, up 81% quarter-over-quarter.
  • 182 funds opened new Lumen positions in Q4 2017 and 92 closed out, a net change of +90 holders.
  • The largest Lumen buyer in Q4 2017 was Singapore Technologies Telemedia, an estimated $1.58B added.
  • The largest Lumen seller in Q4 2017 was Corvex Management, an estimated $370M sold.

Based on aggregated 13F filings for Q4 2017.