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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
IIA
551
IPG Investment Advisors
California
$52.2K +$53K +3,127 New
GLI
552
Guardian Life Insurance
New York
$52K +$32.3K +1,905 +154%
CA
553
Calton & Associates
Florida
$52K +$51.3K +3,027 New
GI
554
Gradient Investments
Minnesota
$52K +$52.8K +3,111 New
OWA
555
One Wealth Advisors
California
$52K +$53.1K +3,131 New
FPF
556
FNY Partners Fund
New York
$51K -$141K -8,330 -73%
LJHT
557
Laurie J. Hall Trustee
$51K +$36.2K +2,132 +232%
SWA
558
Sutton Wealth Advisors
Florida
$48.2K +$47.6K +2,807 +3,382%
PK
559
Pflug Koory
Nebraska
$47K +$23K +1,356 +91%
TCM
560
Tradewinds Capital Management
Washington
$44K +$22.8K +1,344 +104%
JWA
561
JFS Wealth Advisors
Pennsylvania
$43K -$763 -45 -2%
KTC
562
Kistler-Tiffany Companies
Pennsylvania
$37K +$2.56K +151 +7%
FIB
563
First Interstate Bank
Montana
$37K +$28.9K +1,702 +327%
TRCT
564
Tower Research Capital (TRC)
New York
$36K -$25.9K -1,527 -41%
SLF
565
Sun Life Financial
Ontario, Canada
$35K -$32.6K -1,923 -48%
VFA
566
Virtus Fund Advisers
Connecticut
$34K
WAM
567
Wolverine Asset Management
Illinois
$34K +$35.4K +2,089 New
AIM
568
Advantage Investment Management
Iowa
$33K +$4.15K +245 +14%
ATC
569
Adirondack Trust Company
New York
$32K +$9.33K +550 +41%
SFSIG
570
San Francisco Sentry Investment Group
California
$31K -$50K -2,951 -61%
PWM
571
Paulson Wealth Management
Illinois
$31K +$31.4K +1,849 New
MOS
572
MGO One Seven
Ohio
$31K +$32K +1,886 New
CTC
573
Central Trust Company
Missouri
$28K -$12.2K -722 -31%
VCM
574
Versant Capital Management
Arizona
$27K +$24.6K +1,448 +713%
LA
575
Legacy Advisors
Pennsylvania
$25K +$24.7K +1,455 +3,031%

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.