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805 hedge funds and large institutions have $8.91B invested in Lumen in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 322 increasing their positions, 228 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 60

41% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 228

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 778805 (+27)

0.8% more ownership

Funds ownership: 78.64%79.43% (+0.8%)

1% less capital invested

Capital invested by funds: $9.02B → $8.91B (-$110M)

29% less call options, than puts

Call options by funds: $186M | Put options by funds: $263M

Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.56%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
101
Increased
322
Reduced
228
Closed
60
Calls
$186M
Puts
$263M
Net Calls
-$77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
551
Powell Investment Advisors
Florida
$138K
MOS
552
MGO One Seven
Ohio
$138K +$673 +60 +0.5%
WCM
553
WealthBridge Capital Management
Ohio
$138K +$27.3K +2,432 +24%
FCM
554
Fourpath Capital Management
Oklahoma
$137K
HM
555
Harvest Management
New York
$137K
MWM
556
Meridian Wealth Management
Kentucky
$137K +$12.4K +1,106 +10%
CCG
557
Cypress Capital Group
Florida
$136K
AS
558
Altshuler Shaham
Israel
$135K +$139K +12,396 New
B
559
Barings
North Carolina
$133K -$101K -9,002 -42%
BPA
560
Beacon Pointe Advisors
California
$132K -$5.73M -510,363 -98%
BF
561
BOK Financial
Oklahoma
$132K +$5.41K +482 +4%
AIP
562
Ameritas Investment Partners
Nebraska
$131K
ZIM
563
Zacks Investment Management
Illinois
$130K +$11.5K +1,023 +9%
FHC
564
First Heartland Consultants
Missouri
$129K -$1.18K -105 -0.9%
LSAG
565
Lake Street Advisors Group
New Hampshire
$129K +$12.1K +1,082 +10%
GLA
566
Great Lakes Advisors
Illinois
$128K -$1.02M -90,788 -89%
CAM
567
Claret Asset Management
Quebec, Canada
$128K +$4.78K +426 +4%
TSS
568
Two Sigma Securities
New York
$126K -$23.9K -2,126 -16%
HI
569
Humankind Investments
New York
$123K -$53.3K -4,752 -30%
BBHC
570
Brown Brothers Harriman & Co
New York
$123K +$115K +10,251 +1,011%
DOA
571
D'Orazio & Associates
Virginia
$123K +$127K +11,280 New
GT
572
Greenleaf Trust
Michigan
$122K +$125K +11,176 New
VBFP
573
Valtinson Bruner Financial Planning
Minnesota
$120K
MHB
574
Midwest Heritage Bank
Iowa
$119K +$123K +10,939 New
DILIC
575
Dai-ichi Life Insurance Company
Japan
$118K -$11.6M -1,030,000 -99%

LUMN Hedge Fund Activity: Q2 2022 in Review

805 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2022, worth a combined $8.91B — down 1.2% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new LUMN positions and 60 closed out — a net gain of 41 holders — while 322 added to existing stakes and 228 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.4M. The largest seller was Janus Henderson Group, cutting an estimated $72.3M.

  • 805 institutional investors held Lumen (LUMN) as of Q2 2022, up from 778 in Q1 2022.
  • Funds reported $8.91B of Lumen stock for Q2 2022, down 1.2% quarter-over-quarter.
  • 101 funds opened new Lumen positions in Q2 2022 and 60 closed out, a net change of +41 holders.
  • The largest Lumen buyer in Q2 2022 was Morgan Stanley, an estimated $54.4M added.
  • The largest Lumen seller in Q2 2022 was Janus Henderson Group, an estimated $72.3M sold.

Based on aggregated 13F filings for Q2 2022.