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778 hedge funds and large institutions have $9.02B invested in Lumen in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 307 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $247M | Put options by funds: $192M

26% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 244

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 97

1.4% less ownership

Funds ownership: 80.04%78.64% (-1.4%)

2% less funds holding

Funds holding: 791778 (-13)

12% less capital invested

Capital invested by funds: $10.2B → $9.02B (-$1.2B)

Holders
778
Holders Change
-13
Holders Change %
-1.64%
% of All Funds
12.27%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
95
Increased
307
Reduced
244
Closed
97
Calls
$247M
Puts
$192M
Net Calls
+$55.7M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
576
GPS Wealth Strategies Group
Colorado
$59K +$630 +55 +1%
HF
577
Halpern Financial
Virginia
$58.9K
TPCW
578
TD Private Client Wealth
New York
$58.5K +$3.75K +328 +7%
CFB
579
Cullen/Frost Bankers
Texas
$57K -$46 -4 -0.1%
NIC
580
Northwest Investment Counselors
Oregon
$56K
QC
581
Quent Capital
New York
$56K
LC
582
Lindbrook Capital
California
$55K +$45.8K +3,997 +435%
HDIM
583
Hanson & Doremus Investment Management
Vermont
$54K -$13K -1,135 -19%
CCA
584
Column Capital Advisors
Indiana
$52K +$1.13K +99 +2%
BCMLT
585
Beacon Capital Management LLC (Tennessee)
Tennessee
$51K +$51.4K +4,488 New
S
586
SignatureFD
Georgia
$50K -$48.5K -4,235 -49%
AF
587
Allworth Financial
California
$50K -$18.8K -1,641 -27%
FRA
588
Front Row Advisors
California
$48K
SC
589
Schubert & Co
Texas
$46K +$721 +63 +2%
TFGT
590
TS Financial Group (TSFG)
Illinois
$43K +$950 +83 +2%
National Bank of Canada
591
National Bank of Canada
Quebec, Canada
$41K -$914K -79,804 -96%
PP
592
PFS Partners
New Jersey
$40.5K +$4.33K +378 +12%
AIL
593
AGF Investments LLC
Ontario, Canada
$40K -$669K -58,435 -94%
FQ
594
First Quadrant
California
$40K +$40.1K +3,505 New
PCG
595
Private Capital Group
Connecticut
$39K -$14.4K -1,258 -26%
BFC
596
Bedel Financial Consulting
Indiana
$39K
SWM
597
Sugarloaf Wealth Management
Georgia
$39K +$446 +39 +1%
SN
598
Sittner & Nelson
Oregon
$39K +$40.1K +3,500 New
JFGIW
599
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K -$27.6K -2,407 -42%
GRP
600
Global Retirement Partners
California
$38K +$36.8K +3,214 New

LUMN Hedge Fund Activity: Q1 2022 in Review

778 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2022, worth a combined $9.02B — down 12% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LUMN and 95 opened new positions — a net loss of 2 holders — while 244 trimmed existing stakes and 307 added.

The largest buyer was Marshall Wace, adding an estimated $61.5M. The largest seller was Temasek Holdings, cutting an estimated $282M.

  • 778 institutional investors held Lumen (LUMN) as of Q1 2022, down from 791 in Q4 2021.
  • Funds reported $9.02B of Lumen stock for Q1 2022, down 12% quarter-over-quarter.
  • 95 funds opened new Lumen positions in Q1 2022 and 97 closed out, a net change of -2 holders.
  • The largest Lumen buyer in Q1 2022 was Marshall Wace, an estimated $61.5M added.
  • The largest Lumen seller in Q1 2022 was Temasek Holdings, an estimated $282M sold.

Based on aggregated 13F filings for Q1 2022.