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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
NIC
601
Northwest Investment Counselors
Oregon
$55K
TPCW
602
TD Private Client Wealth
New York
$54.2K -$2.48K -221 -4%
QC
603
Quent Capital
New York
$54K +$224 +20 +0.4%
S
604
SignatureFD
Georgia
$54K +$5.12K +456 +10%
CCA
605
Column Capital Advisors
Indiana
$52K +$1.19K +106 +2%
BCMLT
606
Beacon Capital Management LLC (Tennessee)
Tennessee
$51K
CI
607
CX Institutional
Indiana
$50K +$51.8K +4,619 New
HDIM
608
Hanson & Doremus Investment Management
Vermont
$49K -$3.31K -295 -6%
SC
609
Schubert & Co
Texas
$49K +$4.37K +389 +10%
SOW
610
State of Wyoming
Wyoming
$49K +$50.5K +4,504 New
FRA
611
Front Row Advisors
California
$46K
GWSG
612
GPS Wealth Strategies Group
Colorado
$45K -$12.7K -1,128 -22%
TFGT
613
TS Financial Group (TSFG)
Illinois
$44K +$2.55K +227 +6%
National Bank of Canada
614
National Bank of Canada
Quebec, Canada
$41K +$1.46K +130 +4%
PCG
615
Private Capital Group
Connecticut
$39K +$572 +51 +1%
SN
616
Sittner & Nelson
Oregon
$38K +$236 +21 +0.6%
JFGIW
617
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K
GRP
618
Global Retirement Partners
California
$36K +$729 +65 +2%
FP
619
Financial Perspectives
Minnesota
$35.1K +$10.2K +907 +39%
NF
620
Norwood Financial
Pennsylvania
$33K
AWM
621
AllSquare Wealth Management
New York
$33K +$7.86K +700 +30%
PFBT
622
Parkside Financial Bank & Trust
Missouri
$32K +$20.8K +1,857 +184%
PP
623
PFS Partners
New Jersey
$31.3K -$8.11K -723 -20%
CCMW
624
Cypress Capital Management (Wyoming)
Wyoming
$31K
HR
625
Howe & Rusling
New York
$31K

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.