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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
AAP
601
Arax Advisory Partners
Colorado
$4K +$538 +43 +12%
RDWM
602
Red Door Wealth Management
Tennessee
$4K +$5.94K +475 New
AA
603
Advisory Alpha
Michigan
$3.78K -$233K -18,600 -98%
WQ
604
Wealth Quarterback
New Jersey
$3.21K -$102K -8,125 -96%
GWS
605
Glassman Wealth Services
Virginia
$3K -$12K -956 -74%
EI
606
Ellevest Inc
New York
$3K -$4.83K -386 -58%
CYG
607
Clean Yield Group
Vermont
$3K
ClearBridge Investments
608
ClearBridge Investments
New York
$3K
HWM
609
Holloway Wealth Management
Florida
$3K
WTC
610
WhitTier Trust Company
Nevada
$3K
JCM
611
Jacobi Capital Management
Pennsylvania
$3K +$100 +8 +2%
TFO
612
Tarbox Family Office
California
$3K +$613 +49 +17%
PFGIA
613
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.11K +169 +92%
LPWM
614
Lake Point Wealth Management
Texas
$3K +$2.5K +200 +130%
CAGAS
615
Capital Advisory Group Advisory Services
Minnesota
$3K +$4.81K +385 New
SWA
616
Sutton Wealth Advisors
Florida
$2.1K +$1.91K +153 +222%
CFG
617
Citizens Financial Group
Rhode Island
$2K -$3.36K -269 -55%
Fidelity International
618
Fidelity International
Bermuda
$2K -$450 -36 -13%
EIP
619
Ellis Investment Partners
Pennsylvania
$2K
JSC
620
Jackson Square Capital
California
$2K
MCM
621
MV Capital Management
Maryland
$2K
RIA
622
RPG Investment Advisory
California
$2K
TCM
623
TD Capital Management
Tennessee
$2K
FBT
624
First Bank & Trust
South Dakota
$2K +$138 +11 +7%
KFI
625
Key Financial Inc
Pennsylvania
$2K +$2.2K +176 New

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.