We are live on ! Find out more

703 hedge funds and large institutions have $8.23B invested in Lumen in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 250 increasing their positions, 240 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 111

4% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 240

0% less funds holding

Funds holding: 706703 (-3)

3.44% less ownership

Funds ownership: 79.99%76.55% (-3.4%)

7% less capital invested

Capital invested by funds: $8.82B → $8.23B (-$592M)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

25% less call options, than puts

Call options by funds: $101M | Put options by funds: $135M

Holders
703
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
12.44%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
118
Increased
250
Reduced
240
Closed
111
Calls
$101M
Puts
$135M
Net Calls
-$33.5M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
526
Allworth Financial
California
$39K +$957 +97 +2%
CWP
527
Concord Wealth Partners
Virginia
$39K +$39.5K +4,000 New
BCA
528
Berman Capital Advisors
Georgia
$38K +$9.54K +967 +32%
T
529
TOBAM
France
$37K
PCH
530
PGIM Custom Harvest
New Jersey
$37K +$33K +3,343 New
HCP
531
Hexagon Capital Partners
Arkansas
$35K -$2.23K -226 -6%
S
532
SignatureFD
Georgia
$34K +$22K +2,224 +172%
GRP
533
Global Retirement Partners
California
$33K +$237 +24 +0.7%
RA
534
Reby Advisors
Connecticut
$33K +$33.1K +3,355 New
FA
535
Financial Avengers
California
$33K +$33.6K +3,402 New
CI
536
CX Institutional
Indiana
$32K -$5.23K -530 -14%
SWM
537
Sugarloaf Wealth Management
Georgia
$32K -$612 -62 -2%
CHC
538
City Holding Co
West Virginia
$31K -$24.2K -2,456 -44%
GI
539
Gradient Investments
Minnesota
$29K
AWM
540
AllSquare Wealth Management
New York
$27K -$9.87K -1,000 -26%
CCMW
541
Cypress Capital Management (Wyoming)
Wyoming
$27K
GTAM
542
Global Trust Asset Management
Florida
$26K -$227 -23 -0.9%
TCM
543
Tradewinds Capital Management
Washington
$26K +$109 +11 +0.4%
WT
544
Whittier Trust
California
$26K +$13K +1,319 +100%
BFEC
545
Benjamin F. Edwards & Company
Missouri
$25K +$23.9K +2,424 +1,627%
EFSCE
546
Enterprise Financial Services Corp (EFSC)
Missouri
$24K -$16.9K -1,716 -41%
Fidelity International
547
Fidelity International
Bermuda
$23K +$19.5K +1,973 +460%
FHC
548
First Horizon Corporation
Tennessee
$22K -$1.18K -119 -5%
AWG
549
Altus Wealth Group
Colorado
$22K +$21.9K +2,220 New
MCM
550
Manchester Capital Management
Vermont
$20K

LUMN Hedge Fund Activity: Q4 2020 in Review

703 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2020, worth a combined $8.23B — down 6.7% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new LUMN positions and 111 closed out — a net gain of 7 holders — while 250 added to existing stakes and 240 trimmed.

The largest buyer was Invesco, adding an estimated $29.5M. The largest seller was American International Group, cutting an estimated $138M.

  • 703 institutional investors held Lumen (LUMN) as of Q4 2020, down from 706 in Q3 2020.
  • Funds reported $8.23B of Lumen stock for Q4 2020, down 6.7% quarter-over-quarter.
  • 118 funds opened new Lumen positions in Q4 2020 and 111 closed out, a net change of +7 holders.
  • The largest Lumen buyer in Q4 2020 was Invesco, an estimated $29.5M added.
  • The largest Lumen seller in Q4 2020 was American International Group, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2020.