Lumen
LUMN
634 hedge funds and large institutions have $17B invested in Lumen in 2014 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 201 increasing their positions, 262 reducing their positions, and 43 closing their positions.
60% more call options, than puts
Call options by funds: $252M | Put options by funds: $157M
51% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 43
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
8% more capital invested
Capital invested by funds: $15.7B → $17B (+$1.25B)
3% more funds holding
Funds holding: 617 → 634 (+17)
2.76% less ownership
Funds ownership: 75.74% → 72.98% (-2.8%)
23% less repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 262
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$172M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.8M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$33.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.9M |
| 5 |
AI
Analytic Investors
Los Angeles,
California
|
+$27.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$323M |
| 2 |
IG
ING Group
Amsterdam,
Netherlands
|
-$109M |
| 3 |
Barclays
London,
United Kingdom
|
-$98.6M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$72.9M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$70.6M |
LUMN Hedge Fund Activity: Q3 2014 in Review
634 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q3 2014, worth a combined $17B — up 7.9% from $15.7B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new LUMN positions and 43 closed out — a net gain of 22 holders — while 201 added to existing stakes and 262 trimmed.
The largest buyer was Ameriprise, adding an estimated $172M. The largest seller was Capital Research Global Investors, cutting an estimated $323M.
- 634 institutional investors held Lumen (LUMN) as of Q3 2014, up from 617 in Q2 2014.
- Funds reported $17B of Lumen stock for Q3 2014, up 7.9% quarter-over-quarter.
- 65 funds opened new Lumen positions in Q3 2014 and 43 closed out, a net change of +22 holders.
- The largest Lumen buyer in Q3 2014 was Ameriprise, an estimated $172M added.
- The largest Lumen seller in Q3 2014 was Capital Research Global Investors, an estimated $323M sold.
Based on aggregated 13F filings for Q3 2014.