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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
BFEC
626
Benjamin F. Edwards & Company
Missouri
$31K +$34 +3 +0.1%
PTC
627
Private Trust Company
Ohio
$31K +$32.2K +2,865 New
A
628
AustralianSuper
Australia
$30.5K +$2.85M +254,189 +10%
GI
629
Gradient Investments
Minnesota
$29K
LC
630
Lindbrook Capital
California
$28K -$26.3K -2,348 -48%
WAM
631
WFA Asset Management
Wisconsin
$26K
PFS
632
Prospera Financial Services
Texas
$26K -$63.1K -5,627 -70%
PFGIA
633
Patriot Financial Group Insurance Agency
Massachusetts
$26K -$6.93K -618 -21%
WSCM
634
Wellington Shields Capital Management
New York
$26K
TC
635
Truvestments Capital
Florida
$25K +$25.4K +2,263 New
QCG
636
Quadrant Capital Group
Ohio
$24K +$2.69K +240 +12%
WWP
637
WR Wealth Planners
Missouri
$23.9K +$527 +47 +2%
MCM
638
Manchester Capital Management
Vermont
$23K
LWCFA
639
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K
MMG
640
Monetary Management Group
Missouri
$22K
OC
641
Oakworth Capital
Alabama
$22K
TFS
642
TrustCore Financial Services
Tennessee
$22K
VFIC
643
Valley Forge Investment Consultants
Pennsylvania
$22K
FMII
644
Farmers & Merchants Investments Inc
Nebraska
$21K -$12.5K -1,115 -37%
CHC
645
City Holding Co
West Virginia
$21K -$3.65K -325 -14%
SA
646
SRH Advisors
Kansas
$21K
SWM
647
Selective Wealth Management
Virginia
$21K +$2.01K +179 +10%
HCP
648
Hexagon Capital Partners
Arkansas
$21K +$2.72K +242 +14%
BFPW
649
BOK Financial Private Wealth
Colorado
$21K +$21.8K +1,943 New
IAS
650
IMA Advisory Services
Colorado
$20K

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.