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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
RIM
526
Rockbridge Investment Management
New York
– -$915 -500 Closed
SA
527
Scarborough Advisors
Maryland
– -$876 -479 Closed
AA
528
Addison Advisors
Vermont
– -$732 -400 Closed
GG
529
Greenwood Gearhart
Arkansas
– -$730 -399 Closed
FWM
530
Focused Wealth Management
New York
– -$320 -175 Closed
CHA
531
Carmichael Hill & Associates
Maryland
– -$183 -100 Closed
GWMIA
532
Global Wealth Management Investment Advisory
Florida
– -$183 -100 Closed
FBC
533
Fairfield, Bush & Co
Connecticut
– -$137 -75 Closed
AWM
534
Able Wealth Management
New Jersey
– -$127 -69 Closed
VAG
535
VisionPoint Advisory Group
Texas
– -$110 -60 Closed
GWS
536
Glassman Wealth Services
Virginia
– -$75 -41 Closed
CSWM
537
Cassady Schiller Wealth Management
Ohio
– -$37 -20 Closed
VI
538
Vestcor Inc
New Brunswick, Canada
– -$28 -18 -20%
NFA
539
Northwest Financial Advisors
Virginia
– -$31 -17 Closed
RAM
540
Riggs Asset Management
Pennsylvania
– -$30 -16 Closed
PS
541
Planned Solutions
California
– -$22 -12 Closed
LFA
542
Livelsberger Financial Advisory
Ohio
– -$17 -9 Closed
CF
543
Concorde Financial
Texas
– -$1 -1 Closed
CG
544
Cutler Group
California
– +$114 +73 New
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.