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691 hedge funds and large institutions have $8.12B invested in Lumen in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 248 increasing their positions, 258 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.87% more ownership

Funds ownership: 77.91%78.79% (+0.87%)

4% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 258

4% less funds holding

Funds holding: 721691 (-30)

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 97

28% less capital invested

Capital invested by funds: $11.2B → $8.12B (-$3.11B)

62% less call options, than puts

Call options by funds: $68.6M | Put options by funds: $179M

Holders
691
Holders Change
-30
Holders Change %
-4.16%
% of All Funds
15.23%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
76
Increased
248
Reduced
258
Closed
97
Calls
$68.6M
Puts
$179M
Net Calls
-$110M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
551
Financial Perspectives
Minnesota
$12.4K +$63 +5 +0.4%
WAP
552
Wealthcare Advisory Partners
Pennsylvania
$12K -$4.76K -381 -23%
CFA
553
Carroll Financial Associates
North Carolina
$12K -$2.5K -200 -13%
NSIM
554
North Star Investment Management
Illinois
$12K
RE
555
RBC Europe
United Kingdom
$11.4K
LWCFA
556
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K
DWM
557
Darwin Wealth Management
Florida
$11K +$15.6K +1,245 New
TPWA
558
TRUE Private Wealth Advisors
Oregon
$10K -$1.38K -110 -9%
SIC
559
Salem Investment Counselors
North Carolina
$10K
SCA
560
Stonebridge Capital Advisors
Minnesota
$10K
FHA
561
Flagship Harbor Advisors
Massachusetts
$10K +$7.09K +567 +118%
EWM
562
EPG Wealth Management
Georgia
$10K +$13K +1,036 New
FANJ
563
Financial Architects (New Jersey)
New Jersey
$9K -$6.4K -512 -36%
VCM
564
Versant Capital Management
Arizona
$9K -$975 -78 -7%
LC
565
Lindbrook Capital
California
$9K +$2.15K +172 +21%
Bank Julius Baer & Co
566
Bank Julius Baer & Co
Switzerland
$9K +$12.5K +1,000 New
HGWM
567
Harvest Group Wealth Management
Massachusetts
$9K +$12.5K +1,001 +1,925%
GEA
568
Glen Eagle Advisors
New Jersey
$8.99K
KFS
569
Kelly Financial Services
Massachusetts
$8.35K
TCOV
570
Trust Company of Vermont
Vermont
$8K -$6.55K -524 -40%
BL
571
Balentine LLC
Georgia
$8K -$4.85K -388 -31%
GTAM
572
Global Trust Asset Management
Florida
$8K -$113 -9 -1%
FHA
573
First Horizon Advisors
Tennessee
$8K
RFA
574
Reilly Financial Advisors
California
$8K +$9.21K +737 +580%
SWM
575
Selective Wealth Management
Virginia
$7K -$9.81K -785 -53%

LUMN Hedge Fund Activity: Q1 2020 in Review

691 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2020, worth a combined $8.12B — down 28% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LUMN and 76 opened new positions — a net loss of 21 holders — while 258 trimmed existing stakes and 248 added.

The largest buyer was Citigroup, adding an estimated $114M. The largest seller was Southeastern Asset Management, cutting an estimated $54.7M.

  • 691 institutional investors held Lumen (LUMN) as of Q1 2020, down from 721 in Q4 2019.
  • Funds reported $8.12B of Lumen stock for Q1 2020, down 28% quarter-over-quarter.
  • 76 funds opened new Lumen positions in Q1 2020 and 97 closed out, a net change of -21 holders.
  • The largest Lumen buyer in Q1 2020 was Citigroup, an estimated $114M added.
  • The largest Lumen seller in Q1 2020 was Southeastern Asset Management, an estimated $54.7M sold.

Based on aggregated 13F filings for Q1 2020.