We are live on ! Find out more

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
CFD
576
Creative Financial Designs
Indiana
$7K
HIA
577
Harbor Investment Advisory
Maryland
$7K
IWP
578
IAG Wealth Partners
Wisconsin
$7K
CAL
579
Capital Analysts LLC
Pennsylvania
$7K +$1.13K +90 +13%
GWMIA
580
Global Wealth Management Investment Advisory
Florida
$7K +$1.25K +100 +15%
ME
581
McIlrath & Eck
Washington
$6K -$13 -1 -0.2%
CTC
582
Central Trust Company
Missouri
$6K
SIAP
583
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K +$238 +19 +3%
M
584
MOTCO
Texas
$6K +$288 +23 +4%
SLF
585
Sun Life Financial
Ontario, Canada
$6K +$775 +62 +11%
JPLA
586
Joseph P. Lucia & Associates
New York
$5K -$3.06K -245 -32%
EARNEST Partners
587
EARNEST Partners
Georgia
$5K
GAM
588
Gemmer Asset Management
California
$5K
SL
589
Savior LLC
Massachusetts
$5K +$150 +12 +3%
CI
590
CX Institutional
Indiana
$5K +$5.55K +444 +396%
H
591
Hexavest
Quebec, Canada
$5K +$6.65K +532 New
EW
592
Evoke Wealth
California
$4.77K -$14.7K -1,178 -70%
WPA
593
West Paces Advisors
Georgia
$4.73K -$6.25K -500 -50%
FCA
594
FinTrust Capital Advisors
South Carolina
$4K -$1.04K -83 -16%
AP
595
Arlington Partners
Alabama
$4K
IRC
596
Investors Research Corp
Georgia
$4K
JFA
597
JNBA Financial Advisors
Minnesota
$4K
MGI
598
MayTech Global Investments
New York
$4K
SIM
599
Sonora Investment Management
Arizona
$4K
IA
600
IndexIQ Advisors
New York
$4K +$63 +5 +1%

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.