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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
WTC
576
WhitTier Trust Company
Nevada
$24K +$21.1K +1,245 +593%
NSIM
577
North Star Investment Management
Illinois
$23K -$8.24K -486 -26%
RFA
578
Reilly Financial Advisors
California
$23K
GT
579
Greenleaf Trust
Michigan
$23K +$22.9K +1,353 New
EA
580
Edge Advisors
Georgia
$23K +$24.1K +1,421 New
MCM
581
Manchester Capital Management
Vermont
$21K
FGC
582
Financial Gravity Companies
Texas
$21K +$19.8K +1,169 New
RE
583
RBC Europe
United Kingdom
$20K +$20.3K +1,200 New
PRS
584
Pinkerton Retirement Specialists
Idaho
$19K
PCP
585
Proficio Capital Partners
Massachusetts
$19K +$18.5K +1,091 +2,139%
FHA
586
First Horizon Advisors
Tennessee
$18K -$14.7K -867 -44%
WT
587
Whittier Trust
California
$18K +$373 +22 +2%
ARMC
588
American Research & Management Company
Massachusetts
$18K +$16.6K +980 +942%
CPA
589
Clear Perspective Advisors
Illinois
$18K +$17K +1,000 +1,235%
ClearBridge Investments
590
ClearBridge Investments
New York
$17K -$33.1K -1,954 -66%
BBA
591
Braun-Bostich & Associates
Pennsylvania
$17K +$17.4K +1,024 New
GAM
592
Gemmer Asset Management
California
$16K +$1.42K +84 +9%
KA
593
Kaizen Advisory
Illinois
$16K +$15.8K +930 New
MAM
594
Meeder Asset Management
Ohio
$16K +$16.3K +960 New
AF
595
Allworth Financial
California
$15K +$34 +2 +0.2%
LYV
596
Live Your Vision
Pennsylvania
$13K
PFBT
597
Parkside Financial Bank & Trust
Missouri
$13K +$10.5K +621 +367%
GTAM
598
Global Trust Asset Management
Florida
$13K +$12.9K +761 New
SFG
599
SevenBridge Financial Group
Pennsylvania
$12K +$5.44K +321 +84%
NIT
600
NumerixS Investment Technologies
British Columbia, Canada
$12K +$11.9K +700 New

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.