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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
TFS
626
TrustCore Financial Services
Tennessee
$2K +$2.5K +200 +2,500%
LSA
627
Lion Street Advisors
Texas
$2K +$2.54K +203 New
RTC
628
Riverview Trust Company
Washington
$2K +$2.81K +225 New
MWM
629
MBE Wealth Management
Wisconsin
$2K +$3.13K +250 New
GSWM
630
Golden State Wealth Management
California
$2K +$3.3K +264 New
OAM
631
Optimal Asset Management
California
$1.1K +$1.46M +116,855 New
PB
632
Pinnacle Bancorp
Nebraska
$1K -$7.14K -571 -83%
BFEC
633
Benjamin F. Edwards & Company
Missouri
$1K -$2.86K -229 -62%
SBL
634
Sargent Bickham Lagudis
Colorado
$1K -$2.66K -213 -59%
CCA
635
Column Capital Advisors
Indiana
$1K -$1.82K -146 -56%
SFSIG
636
San Francisco Sentry Investment Group
California
$1K -$75 -6 -7%
ARMC
637
American Research & Management Company
Massachusetts
$1K
AJ
638
Ashburton (Jersey)
Jersey
$1K
APWM
639
Atlas Private Wealth Management
New York
$1K
EIM
640
Essex Investment Management
Massachusetts
$1K
FNBOSM
641
First National Bank of South Miami
Florida
$1K
MF
642
Manchester Financial
California
$1K
MI
643
Markston International
New York
$1K
OSNBOA
644
Old Second National Bank of Aurora
Illinois
$1K
SIS
645
Sound Income Strategies
Florida
$1K
SFG
646
Sowa Financial Group
Rhode Island
$1K
TF
647
Tompkins Financial
New York
$1K
TIM
648
Tortoise Investment Management
New York
$1K
VRM
649
Vectors Research Management
New York
$1K
ADL
650
Asset Dedication LLC
California
$1K +$25 +2 +4%

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.