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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
BCI
651
Brinker Capital Investments
Pennsylvania
$3K +$2.75K +162 New
AWA
652
Acorn Wealth Advisors
Michigan
$3K +$2.81K +166 New
POIA
653
Pin Oak Investment Advisors
Texas
$3K +$3.07K +181 New
PW
654
Price Wealth
Texas
$3K +$3.73K +220 New
Canada Pension Plan Investment Board
655
Canada Pension Plan Investment Board
Ontario, Canada
$2K -$2.98M -175,725 -100%
Barrow, Hanley, Mewhinney & Strauss
656
Barrow, Hanley, Mewhinney & Strauss
Texas
$2K -$120K -7,080 -98%
CHP
657
Cable Hill Partners
Oregon
$2K -$50.8K -2,996 -96%
SBL
658
Sargent Bickham Lagudis
Colorado
$2K -$14.9K -877 -88%
SIC
659
Salem Investment Counselors
North Carolina
$2K -$4.58K -270 -67%
GBT
660
Grove Bank & Trust
Florida
$2K -$3.88K -229 -62%
HR
661
Howe & Rusling
New York
$2K
MWM
662
MinichMacGregor Wealth Management
New York
$2K
TIM
663
Tortoise Investment Management
New York
$2K
MA
664
MCF Advisors
Kentucky
$2K +$51 +3 +3%
MCM
665
Mainstay Capital Management
Michigan
$2K +$1.54K +91 New
BWP
666
Baldwin Wealth Partners
Massachusetts
$2K +$1.59K +94 New
SQA
667
Simon Quick Advisors
New Jersey
$2K +$1.61K +95 New
II
668
Inspire Investing
Idaho
$2K +$1.65K +97 New
GSC
669
G&S Capital
Colorado
$2K +$1.7K +100 New
OFS
670
Orrstown Financial Services
Pennsylvania
$2K +$1.86K +110 New
PGWM
671
Parisi Gray Wealth Management
New Jersey
$2K +$2K +118 New
SPI
672
Santori & Peters Inc
Pennsylvania
$2K +$2.87K +169 New
AC
673
Avestar Capital
New York
$2K +$4.38K +258 New
BG
674
Bollard Group
Massachusetts
$1K -$11.8K -698 -90%
AIS
675
Accurate Investment Solutions
Pennsylvania
$1K

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.