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778 hedge funds and large institutions have $9.02B invested in Lumen in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 307 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $247M | Put options by funds: $192M

26% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 244

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 97

1.4% less ownership

Funds ownership: 80.04%78.64% (-1.4%)

2% less funds holding

Funds holding: 791778 (-13)

12% less capital invested

Capital invested by funds: $10.2B → $9.02B (-$1.2B)

Holders
778
Holders Change
-13
Holders Change %
-1.64%
% of All Funds
12.27%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
95
Increased
307
Reduced
244
Closed
97
Calls
$247M
Puts
$192M
Net Calls
+$55.7M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
626
Monetary Management Group
Missouri
$23K
OC
627
Oakworth Capital
Alabama
$23K
TFS
628
TrustCore Financial Services
Tennessee
$23K
VFIC
629
Valley Forge Investment Consultants
Pennsylvania
$23K +$22.9K +2,000 New
QCG
630
Quadrant Capital Group
Ohio
$22K -$15.3K -1,335 -41%
SA
631
SRH Advisors
Kansas
$22K
TF
632
TimeScale Financial
Massachusetts
$21K +$309 +27 +1%
IAS
633
IMA Advisory Services
Colorado
$20K
NSIM
634
North Star Investment Management
Illinois
$20K
HCP
635
Hexagon Capital Partners
Arkansas
$19K -$1.94K -169 -9%
SCM
636
Silvant Capital Management
Georgia
$19K
ACM
637
Aquatic Capital Management
Illinois
$19K +$9.16K +800 +89%
SWM
638
Selective Wealth Management
Virginia
$19K +$19.5K +1,700 +28,333%
RTC
639
Riverview Trust Company
Washington
$18K +$18.1K +1,578 New
WWM
640
Wolff Wiese Magana
California
$17K +$17.2K +1,500 New
EI
641
Ellevest Inc
New York
$16K -$5.47K -478 -25%
COCM
642
Charter Oak Capital Management
New Hampshire
$16K +$2.29K +200 +16%
ST
643
Smithfield Trust
Pennsylvania
$15K
HFM
644
Harvest Fund Management
China
$14K
Loomis, Sayles & Company
645
Loomis, Sayles & Company
Massachusetts
$13K -$1.49M -130,071 -99%
CB
646
Community Bank
New York
$13K
GTAM
647
Global Trust Asset Management
Florida
$13K
FPS
648
Fieldpoint Private Securities
Connecticut
$13K +$12.6K +1,100 +3,667%
PFBT
649
Parkside Financial Bank & Trust
Missouri
$12K -$17.1K -1,493 -60%
SIC
650
Salem Investment Counselors
North Carolina
$12K

LUMN Hedge Fund Activity: Q1 2022 in Review

778 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2022, worth a combined $9.02B — down 12% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LUMN and 95 opened new positions — a net loss of 2 holders — while 244 trimmed existing stakes and 307 added.

The largest buyer was Marshall Wace, adding an estimated $61.5M. The largest seller was Temasek Holdings, cutting an estimated $282M.

  • 778 institutional investors held Lumen (LUMN) as of Q1 2022, down from 791 in Q4 2021.
  • Funds reported $9.02B of Lumen stock for Q1 2022, down 12% quarter-over-quarter.
  • 95 funds opened new Lumen positions in Q1 2022 and 97 closed out, a net change of -2 holders.
  • The largest Lumen buyer in Q1 2022 was Marshall Wace, an estimated $61.5M added.
  • The largest Lumen seller in Q1 2022 was Temasek Holdings, an estimated $282M sold.

Based on aggregated 13F filings for Q1 2022.