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805 hedge funds and large institutions have $8.91B invested in Lumen in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 322 increasing their positions, 228 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 60

41% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 228

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 778805 (+27)

0.8% more ownership

Funds ownership: 78.64%79.43% (+0.8%)

1% less capital invested

Capital invested by funds: $9.02B → $8.91B (-$110M)

29% less call options, than puts

Call options by funds: $186M | Put options by funds: $263M

Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.56%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
101
Increased
322
Reduced
228
Closed
60
Calls
$186M
Puts
$263M
Net Calls
-$77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
501
Welch Group
Alabama
$197K -$337 -30 -0.2%
Rockefeller Capital Management
502
Rockefeller Capital Management
New York
$192K +$86.9K +7,743 +78%
EWM
503
Endurance Wealth Management
Rhode Island
$190K -$103K -9,175 -34%
WCM
504
Wedge Capital Management
North Carolina
$190K -$48.2K -4,291 -20%
EWM
505
Empirical Wealth Management
Washington
$187K -$89.3K -7,959 -32%
DI
506
Diligent Investors
California
$187K +$23.6K +2,107 +14%
CLOS
507
Compagnie Lombard Odier SCmA
Switzerland
$185K
RWP
508
Revolve Wealth Partners
New Jersey
$181K -$10.3K -916 -5%
BWA
509
BDO Wealth Advisors
Florida
$176K +$2.66K +237 +1%
V
510
Veritable
Delaware
$176K +$54K +4,813 +42%
QT
511
Quantamental Technologies
New York
$176K +$61.4K +5,467 +51%
EP
512
Edgestream Partners
New Jersey
$174K +$179K +15,979 New
MHS
513
M Holdings Securities
Oregon
$173K +$5.25K +468 +3%
SIAG
514
Safeguard Investment Advisory Group
California
$170K
CWM
515
Congress Wealth Management
Massachusetts
$168K -$10.4K -930 -6%
CA
516
Capitolis Advisors
New York
$167K
QCM
517
Quantinno Capital Management
New York
$167K +$172K +15,284 New
CWS
518
Confluence Wealth Services
Pennsylvania
$166K +$2.24K +200 +1%
ONB
519
Old National Bancorp
Indiana
$165K +$170K +15,169 New
VWA
520
Visionary Wealth Advisors
Illinois
$164K -$114K -10,142 -40%
HVIA
521
Hudson Valley Investment Advisors
New York
$164K +$67 +6 +0%
PFM
522
Parsec Financial Management
North Carolina
$164K +$30.6K +2,729 +22%
GWM
523
Geneos Wealth Management
Colorado
$163K +$651 +58 +0.4%
AWM
524
Apollon Wealth Management
South Carolina
$163K +$4.48K +399 +3%
ATPW
525
Ashton Thomas Private Wealth
Arizona
$162K +$167K +14,887 New

LUMN Hedge Fund Activity: Q2 2022 in Review

805 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2022, worth a combined $8.91B — down 1.2% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new LUMN positions and 60 closed out — a net gain of 41 holders — while 322 added to existing stakes and 228 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.4M. The largest seller was Janus Henderson Group, cutting an estimated $72.3M.

  • 805 institutional investors held Lumen (LUMN) as of Q2 2022, up from 778 in Q1 2022.
  • Funds reported $8.91B of Lumen stock for Q2 2022, down 1.2% quarter-over-quarter.
  • 101 funds opened new Lumen positions in Q2 2022 and 60 closed out, a net change of +41 holders.
  • The largest Lumen buyer in Q2 2022 was Morgan Stanley, an estimated $54.4M added.
  • The largest Lumen seller in Q2 2022 was Janus Henderson Group, an estimated $72.3M sold.

Based on aggregated 13F filings for Q2 2022.