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703 hedge funds and large institutions have $8.23B invested in Lumen in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 250 increasing their positions, 240 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 111

4% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 240

0% less funds holding

Funds holding: 706703 (-3)

3.44% less ownership

Funds ownership: 79.99%76.55% (-3.4%)

7% less capital invested

Capital invested by funds: $8.82B → $8.23B (-$592M)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

25% less call options, than puts

Call options by funds: $101M | Put options by funds: $135M

Holders
703
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
12.44%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
118
Increased
250
Reduced
240
Closed
111
Calls
$101M
Puts
$135M
Net Calls
-$33.5M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
551
Oakworth Capital
Alabama
$20K
TFS
552
TrustCore Financial Services
Tennessee
$20K
TC
553
Truvestments Capital
Florida
$20K +$20.6K +2,091 New
HR
554
Howe & Rusling
New York
$19K -$5.28K -535 -21%
SA
555
SRH Advisors
Kansas
$19K
TPWA
556
TRUE Private Wealth Advisors
Oregon
$19K +$9.18K +930 +87%
IAS
557
IMA Advisory Services
Colorado
$17K
TF
558
TimeScale Financial
Massachusetts
$17K +$395 +40 +2%
NSIM
559
North Star Investment Management
Illinois
$17K +$4.93K +500 +40%
SCM
560
Silvant Capital Management
Georgia
$16K
CFA
561
Carroll Financial Associates
North Carolina
$15K
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$15K
ECM
563
Estabrook Capital Management
New York
$14.6K
LWCFA
564
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K +$2.55K +258 +21%
ST
565
Smithfield Trust
Pennsylvania
$14K +$11.4K +1,160 +423%
ED
566
Exane Derivatives
France
$13.6K -$2.38K -241 -15%
IWP
567
IAG Wealth Partners
Wisconsin
$13K +$5.45K +552 +79%
SIAG
568
Signet Investment Advisory Group
Rhode Island
$13K +$12.8K +1,300 New
FP
569
Financial Perspectives
Minnesota
$12.9K +$39 +4 +0.3%
CWA
570
Clearview Wealth Advisors
Oregon
$12K +$11.9K +1,206 New
RE
571
RBC Europe
United Kingdom
$11.7K
RG
572
Retirement Group
California
$11K
SIC
573
Salem Investment Counselors
North Carolina
$11K
CB
574
Community Bank
New York
$11K +$11.4K +1,150 New
MGIM
575
M&G Investment Management
United Kingdom
$10.5K -$304K -30,764 -3%

LUMN Hedge Fund Activity: Q4 2020 in Review

703 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2020, worth a combined $8.23B — down 6.7% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new LUMN positions and 111 closed out — a net gain of 7 holders — while 250 added to existing stakes and 240 trimmed.

The largest buyer was Invesco, adding an estimated $29.5M. The largest seller was American International Group, cutting an estimated $138M.

  • 703 institutional investors held Lumen (LUMN) as of Q4 2020, down from 706 in Q3 2020.
  • Funds reported $8.23B of Lumen stock for Q4 2020, down 6.7% quarter-over-quarter.
  • 118 funds opened new Lumen positions in Q4 2020 and 111 closed out, a net change of +7 holders.
  • The largest Lumen buyer in Q4 2020 was Invesco, an estimated $29.5M added.
  • The largest Lumen seller in Q4 2020 was American International Group, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2020.