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691 hedge funds and large institutions have $8.12B invested in Lumen in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 248 increasing their positions, 258 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.87% more ownership

Funds ownership: 77.91%78.79% (+0.87%)

4% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 258

4% less funds holding

Funds holding: 721691 (-30)

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 97

28% less capital invested

Capital invested by funds: $11.2B → $8.12B (-$3.11B)

62% less call options, than puts

Call options by funds: $68.6M | Put options by funds: $179M

Holders
691
Holders Change
-30
Holders Change %
-4.16%
% of All Funds
15.23%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
76
Increased
248
Reduced
258
Closed
97
Calls
$68.6M
Puts
$179M
Net Calls
-$110M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
501
IFP Advisors
Florida
$56K +$25.2K +2,019 +49%
CHC
502
City Holding Co
West Virginia
$55K -$1.25K -100 -2%
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$55K
FRA
504
Front Row Advisors
California
$53K +$25.9K +2,074 +72%
PWMG
505
Prestige Wealth Management Group
New Jersey
$49K +$62.1K +4,965 +1,978%
AssetMark Inc
506
AssetMark Inc
California
$48K -$108K -8,605 -63%
PCIA
507
Prime Capital Investment Advisors
Kansas
$48K +$64.1K +5,125 New
ZB
508
Zions Bancorporation
Utah
$42K +$33.6K +2,685 +156%
WT
509
Whittier Trust
California
$42K +$36K +2,883 +196%
WB
510
West Bancorporation
Iowa
$42K +$55.1K +4,410 New
QCG
511
Quadrant Capital Group
Ohio
$37K -$113K -9,011 -72%
CBT
512
Capital Bank & Trust
California
$37K +$13 +1 +0%
CIA
513
CSat Investment Advisory
Michigan
$37K +$2.85K +228 +6%
RFM
514
Royal Fund Management
Florida
$36K -$1.15K -92 -2%
AWM
515
AllSquare Wealth Management
New York
$36K
TFGT
516
TS Financial Group (TSFG)
Illinois
$35K -$6.29K -503 -12%
CAW
517
Cornerstone Advisors (Washington)
Washington
$35K +$1.82K +146 +4%
AF
518
Allworth Financial
California
$35K +$36.4K +2,909 +347%
KPW
519
Kore Private Wealth
New York
$33K -$28.9K -2,308 -40%
BFC
520
Bedel Financial Consulting
Indiana
$33K
DZ Bank
521
DZ Bank
Germany
$32K +$43.6K +3,486 New
PCG
522
Private Capital Group
Connecticut
$31K +$23.7K +1,892 +134%
PFBT
523
Parkside Financial Bank & Trust
Missouri
$30K -$2.94K -235 -7%
OPS
524
Orion Portfolio Solutions
Nebraska
$28K -$7.8K -624 -17%
CCMW
525
Cypress Capital Management (Wyoming)
Wyoming
$27K -$50 -4 -0.1%

LUMN Hedge Fund Activity: Q1 2020 in Review

691 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2020, worth a combined $8.12B — down 28% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LUMN and 76 opened new positions — a net loss of 21 holders — while 258 trimmed existing stakes and 248 added.

The largest buyer was Citigroup, adding an estimated $114M. The largest seller was Southeastern Asset Management, cutting an estimated $54.7M.

  • 691 institutional investors held Lumen (LUMN) as of Q1 2020, down from 721 in Q4 2019.
  • Funds reported $8.12B of Lumen stock for Q1 2020, down 28% quarter-over-quarter.
  • 76 funds opened new Lumen positions in Q1 2020 and 97 closed out, a net change of -21 holders.
  • The largest Lumen buyer in Q1 2020 was Citigroup, an estimated $114M added.
  • The largest Lumen seller in Q1 2020 was Southeastern Asset Management, an estimated $54.7M sold.

Based on aggregated 13F filings for Q1 2020.