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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
CPIG
576
Chicago Partners Investment Group
Illinois
$118K +$6.14K +547 +5%
CPC
577
Congress Park Capital
New York
$117K +$8.42K +750 +8%
RPCA
578
Running Point Capital Advisors
California
$116K +$5K +446 +4%
Carson Wealth (CWM LLC)
579
Carson Wealth (CWM LLC)
Nebraska
$115K -$11.8K -1,052 -9%
BSW
580
Buckingham Strategic Wealth
Missouri
$115K -$4.46K -397 -4%
EA
581
Emerald Advisors
Washington
$114K
FWP
582
FAS Wealth Partners
Kansas
$114K +$1.65K +147 +1%
ADMI
583
Albert D. Mason Inc
Massachusetts
$112K
MWPCG
584
Measured Wealth Private Client Group
New Hampshire
$112K +$116K +10,307 New
BB
585
Bell Bank
North Dakota
$109K +$112K +10,000 New
Assenagon Asset Management
586
Assenagon Asset Management
Luxembourg
$101K -$24.2K -2,157 -19%
UB
587
UMB Bank
Missouri
$90K +$13K +1,156 +16%
MHR
588
Matthew Hamilton Rosenberg
$89K +$83.3K +7,420 +1,279%
SFFS
589
Stonehage Fleming Financial Services
Jersey
$87K
AWM
590
Accel Wealth Management
Iowa
$85K +$168 +15 +0.2%
HI
591
Harbour Investments
Wisconsin
$77K +$79.1K +7,046 New
ED
592
Exane Derivatives
France
$74.1K -$1.51K -135 -2%
CWA
593
Carolina Wealth Advisors
South Carolina
$71K +$5.2K +463 +8%
SIM
594
Sentry Investment Management
Wisconsin
$70K -$14K -1,244 -16%
AF
595
Allworth Financial
California
$66K +$17.9K +1,594 +36%
CTC
596
Central Trust Company
Missouri
$64K -$8.53K -760 -11%
NFSG
597
Newbridge Financial Services Group
Florida
$64K +$1.54K +137 +2%
CWP
598
Concord Wealth Partners
Virginia
$59K -$9.82K -875 -14%
LS
599
Livforsakringsbolaget Skandia
Sweden
$58K -$110K -9,800 -65%
CFB
600
Cullen/Frost Bankers
Texas
$56K

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.