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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
SCI
526
Stableford Capital II
Arizona
$161K
SMC
527
Smith, Moore & Co
Missouri
$157K -$30.5K -2,720 -16%
AWS
528
Atria Wealth Solutions
New York
$156K -$8.13K -724 -5%
MNBTD
529
Moody National Bank Trust Division
Texas
$155K -$47.3K -4,217 -23%
TAM
530
Trust Asset Management
Texas
$154K +$3.3K +294 +2%
NA
531
NewEdge Advisors
Louisiana
$151K -$35.3K -3,142 -18%
GWM
532
Gray Wealth Management
Maine
$150K +$1.3K +116 +0.9%
IF
533
IRON Financial
Illinois
$150K +$6.43K +573 +4%
VFA
534
Valeo Financial Advisors
Indiana
$149K -$118K -10,545 -44%
PA
535
Pinnacle Associates
New York
$148K -$107K -9,529 -41%
MGP
536
Metis Global Partners
California
$148K -$5.95K -530 -4%
Bessemer Group
537
Bessemer Group
New Jersey
$147K -$115K -10,216 -43%
NP
538
NorthRock Partners
Minnesota
$147K +$16.1K +1,439 +12%
CDH
539
Charles D. Hyman
$146K
FWM
540
Frontier Wealth Management
Missouri
$145K -$2.93K -261 -2%
MYAM
541
Meiji Yasuda Asset Management
Japan
$145K +$2.47K +220 +2%
TWM
542
Tradition Wealth Management
Minnesota
$144K +$79 +7 +0.1%
PCM
543
Perkins Capital Management
Minnesota
$144K +$5.61K +500 +4%
PA
544
Parallel Advisors
California
$142K +$21.9K +1,956 +18%
WTB
545
Washington Trust Bank
Washington
$141K
CCM
546
Coldstream Capital Management
Washington
$141K +$146K +12,972 New
CI
547
Cigna Investments
Connecticut
$139K -$49K -4,367 -26%
IFAM
548
Institutional & Family Asset Management
Colorado
$139K
DCM
549
Driehaus Capital Management
Illinois
$139K +$143K +12,775 New
FB
550
First Bancorp
Maine
$138K

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.