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710 hedge funds and large institutions have $15.4B invested in Lumen in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 332 increasing their positions, 145 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more funds holding in top 10

Funds holding in top 10: 722 (+15)

129% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 145

98% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 92

81% more capital invested

Capital invested by funds: $8.51B → $15.4B (+$6.87B)

14% more funds holding

Funds holding: 625710 (+85)

4.38% more ownership

Funds ownership: 81.88%86.26% (+4.4%)

10% less call options, than puts

Call options by funds: $410M | Put options by funds: $453M

Holders
710
Holders Change
+85
Holders Change %
+13.6%
% of All Funds
16.1%
Holding in Top 10
22
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+214.29%
% of All Funds
0.5%
New
182
Increased
332
Reduced
145
Closed
92
Calls
$410M
Puts
$453M
Net Calls
-$43M
Net Calls Change
+$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
626
Tarbox Family Office
California
$7K +$4.78K +282 +172%
CWM
627
Cedar Wealth Management
California
$6K
GRP
628
Global Retirement Partners
California
$6K +$5.26K +310 +939%
MGIA
629
Moneta Group Investment Advisors
Missouri
$6K +$6.21K +366 New
AIL
630
AGF Investments LLC
Ontario, Canada
$5K
MCM
631
MV Capital Management
Maryland
$5K
FRA
632
Front Row Advisors
California
$5K +$4.59K +271 New
WWM
633
Willingdon Wealth Management
North Carolina
$5K +$4.83K +285 New
TA
634
Townsend & Associates
Colorado
$5K +$4.85K +286 New
AIM
635
Anchor Investment Management
South Carolina
$4.17K -$2.12K -125 -33%
PMFA
636
Plante Moran Financial Advisors
Michigan
$4K -$57.5K -3,393 -94%
JFA
637
JNBA Financial Advisors
Minnesota
$4K -$7K -413 -61%
OSNBOA
638
Old Second National Bank of Aurora
Illinois
$4K +$1.39K +82 +50%
PSC
639
Prentiss Smith & Co
Vermont
$4K +$3.95K +233 New
FFC
640
First Financial Corp
Indiana
$3K -$25.4K -1,500 -88%
BWM
641
Baystate Wealth Management
Massachusetts
$3K -$882 -52 -24%
CB
642
Community Bank
New York
$3K
FBT
643
First Bank & Trust
South Dakota
$3K
TWMP
644
Taylor Wealth Management Partners
Massachusetts
$3K
TCM
645
TD Capital Management
Tennessee
$3K
TDC
646
Thompson Davis & Co
Virginia
$3K
TF
647
Tompkins Financial
New York
$3K
YWP
648
YorkBridge Wealth Partners
New York
$3K
SIS
649
Sound Income Strategies
Florida
$3K +$2.54K +150 New
SP
650
SWS Partners
Ohio
$3K +$2.73K +161 New

LUMN Hedge Fund Activity: Q4 2017 in Review

710 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2017, worth a combined $15.4B — up 81% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new LUMN positions and 92 closed out — a net gain of 90 holders — while 332 added to existing stakes and 145 trimmed.

The largest buyer was Singapore Technologies Telemedia, opening a new position worth an estimated $1.58B. The largest seller was Corvex Management, exiting entirely with an estimated $370M sold.

  • 710 institutional investors held Lumen (LUMN) as of Q4 2017, up from 625 in Q3 2017.
  • Funds reported $15.4B of Lumen stock for Q4 2017, up 81% quarter-over-quarter.
  • 182 funds opened new Lumen positions in Q4 2017 and 92 closed out, a net change of +90 holders.
  • The largest Lumen buyer in Q4 2017 was Singapore Technologies Telemedia, an estimated $1.58B added.
  • The largest Lumen seller in Q4 2017 was Corvex Management, an estimated $370M sold.

Based on aggregated 13F filings for Q4 2017.