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Lumen
LUMN

485 hedge funds and large institutions have $1.06B invested in Lumen in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 116 increasing their positions, 152 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 66

1.25% less ownership

Funds ownership: 68.23% → 66.98% (-1.3%)

2% less funds holding

Funds holding: 493 → 485 (-8)

16% less capital invested

Capital invested by funds: $1.26B → $1.06B (-$204M)

24% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 152

67% less call options, than puts

Call options by funds: $20.1M | Put options by funds: $60.5M

Holders
485
Holders Change
-8
Holders Change %
-1.62%
% of All Funds
6.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
64
Increased
116
Reduced
152
Closed
66
Calls
$20.1M
Puts
$60.5M
Net Calls
-$40.5M
Net Calls Change
+$38.1M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$7.04M
2
Renaissance Technologies
Renaissance Technologies
New York
+$6.35M
3
Goldman Sachs
Goldman Sachs
New York
+$3.34M
4
FSCM
Front Street Capital Management
Montana
+$3.3M
5
BCM
Brigade Capital Management
New York
+$3.13M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$13.8M
2
Invesco
Invesco
Georgia
-$12.1M
3
ETC
Exchange Traded Concepts
Oklahoma
-$7.64M
4
BlackRock
BlackRock
New York
-$5.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
501
Zacks Investment Management
Illinois
– -$43.5K -23,772 Closed
OP
502
ORG Partners
Indiana
– -$41.3K -22,580 Closed
BAM
503
Belpointe Asset Management
Nevada
– -$41.1K -22,471 Closed
MG
504
Marex Group
– -$40.6K -22,196 Closed
LA
505
LM Advisors
California
– -$40.3K -22,000 Closed
BFM
506
Boothbay Fund Management
New York
– -$37.9K -20,688 Closed
RFA
507
Resurgent Financial Advisors
Georgia
– -$27.4K -15,000 Closed
BJL
508
Brighton Jones LLC
Washington
– -$26.7K -14,575 Closed
P
509
&Partners
Tennessee
– -$26.2K -14,308 Closed
SWA
510
Strategies Wealth Advisors
Michigan
– -$25.7K -14,027 Closed
SG
511
StoneX Group
New York
– -$25.4K -13,863 Closed
WC
512
Wexford Capital
Florida
– -$24.5K -13,380 Closed
KWA
513
Kingswood Wealth Advisors
California
– -$24.2K -13,221 Closed
Wealthfront Advisers
514
Wealthfront Advisers
California
– -$20.9K -11,432 Closed
QPWM
515
Quadrant Private Wealth Management
Pennsylvania
– -$20.4K -11,120 Closed
AWM
516
Apollon Wealth Management
South Carolina
– -$19.5K -10,664 Closed
PFA
517
Pure Financial Advisors
California
– -$19.5K -10,661 Closed
DWM
518
Drive Wealth Management
Utah
– -$19.1K -10,459 Closed
EH
519
Equitable Holdings
New York
– -$18.5K -10,110 Closed
CCC
520
Chelsea Counsel Company
California
– -$18.3K -10,000 Closed
WAM
521
WFA Asset Management
Wisconsin
– -$4.47K -2,444 Closed
BCMLT
522
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$2.4K -1,693 Closed
TVAMP
523
Tennessee Valley Asset Management Partners
Tennessee
– -$1.94K -1,057 Closed
GJIA
524
Glass Jacobson Investment Advisors
Maryland
– -$1.6K -876 Closed
GWSA
525
Global Wealth Strategies & Associates
Colorado
– -$1.58K -863 Closed
18 19 20
21
22

LUMN Hedge Fund Activity: Q1 2024 in Review

485 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2024, worth a combined $1.06B — down 16% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of LUMN and 64 opened new positions — a net loss of 2 holders — while 152 trimmed existing stakes and 116 added.

The largest buyer was Charles Schwab, adding an estimated $7.04M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.

  • 485 institutional investors held Lumen (LUMN) as of Q1 2024, down from 493 in Q4 2023.
  • Funds reported $1.06B of Lumen stock for Q1 2024, down 16% quarter-over-quarter.
  • 64 funds opened new Lumen positions in Q1 2024 and 66 closed out, a net change of -2 holders.
  • The largest Lumen buyer in Q1 2024 was Charles Schwab, an estimated $7.04M added.
  • The largest Lumen seller in Q1 2024 was Morgan Stanley, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2024.