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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
Bessemer Group
526
Bessemer Group
New Jersey
$104K +$60.5K +3,568 +132%
AWM
527
AllSquare Wealth Management
New York
$98K +$100K +5,900 +590,000%
FPS
528
Fieldpoint Private Securities
Connecticut
$83K -$18.6K -1,099 -18%
CBT
529
Capital Bank & Trust
California
$83K
QCG
530
Quadrant Capital Group
Ohio
$83K +$66K +3,890 +296%
MFW
531
Mosaic Family Wealth
Missouri
$82K -$120K -7,050 -59%
PHK
532
Point72 Hong Kong
Hong Kong
$81K -$91.5K -5,396 -53%
OIA
533
OneDigital Investment Advisors
Kansas
$81K +$76.3K +4,497 +1,267%
FMII
534
Farmers & Merchants Investments Inc
Nebraska
$79K -$89.4K -5,270 -53%
RFM
535
Royal Fund Management
Florida
$78K -$24.7K -1,459 -24%
PA
536
Parallel Advisors
California
$78K -$560 -33 -0.7%
AF
537
Advisornet Financial
Minnesota
$75K +$76.3K +4,501 New
BFEC
538
Benjamin F. Edwards & Company
Missouri
$74K -$77.9K -4,596 -51%
TAM
539
Trust Asset Management
Texas
$74K
TWA
540
TCI Wealth Advisors
Arizona
$74K +$42.9K +2,529 +131%
EWM
541
Endurance Wealth Management
Rhode Island
$70K -$6.85K -404 -9%
AWM
542
Avior Wealth Management
Nebraska
$70K +$38.8K +2,286 +120%
WCM
543
Whitener Capital Management
North Carolina
$70K +$71.8K +4,234 New
CCM
544
Covington Capital Management
California
$68K -$19.8K -1,169 -22%
CAW
545
Cornerstone Advisors (Washington)
Washington
$66K +$65K +3,834 +3,722%
FMLI
546
Fukoku Mutual Life Insurance
Japan
$65K
CCMW
547
Cypress Capital Management (Wyoming)
Wyoming
$64K +$64.7K +3,818 New
PI
548
PineBridge Investments
New York
$61K -$249K -14,677 -80%
LNB
549
Ledyard National Bank
$60K
EFSCE
550
Enterprise Financial Services Corp (EFSC)
Missouri
$54K +$14.7K +865 +36%

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.