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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
WAS
651
Winch Advisory Services
Wisconsin
$1K +$38 +3 +3%
RWG
652
Regal Wealth Group
California
$1K +$50 +4 +3%
FFC
653
First Financial Corp
Indiana
$1K +$150 +12 +11%
BWM
654
BerganKDV Wealth Management
Minnesota
$1K +$588 +47 +392%
WCMN
655
Westchester Capital Management (Nebraska)
Nebraska
$1K +$938 +75 New
NEIRG
656
New England Investment & Retirement Group
Massachusetts
$1K +$988 +79 New
ST
657
Smithfield Trust
Pennsylvania
$1K +$1.3K +104 New
DOA
658
D'Orazio & Associates
Virginia
$1K +$1.35K +108 New
TI
659
tru Independence
Oregon
$10
WIM
660
Westside Investment Management
California
$1 +$525 +42 New
Millennium Management
661
Millennium Management
New York
-$28.1M -2,245,873 Closed
N
662
Natixis
France
-$23.1M -1,761,775 Closed
TAM
663
Todd Asset Management
Kentucky
-$16.3M -1,237,060 Closed
Adage Capital Partners
664
Adage Capital Partners
Massachusetts
-$15M -1,136,475 Closed
MVP
665
Miller Value Partners
Florida
-$9.38M -710,406 Closed
OAM
666
Oxford Asset Management
United Kingdom
-$9.23M -698,509 Closed
LCM
667
Landscape Capital Management
New Jersey
-$8.19M -619,604 Closed
ARTA
668
A.R.T. Advisors
New York
-$6.67M -505,065 Closed
FIM
669
Frontier Investment Management
Texas
-$5.8M -438,837 Closed
HEIP
670
Hudson Edge Investment Partners
New Jersey
-$4.22M -319,331 Closed
AI
671
Atria Investments
North Carolina
-$2.64M -199,918 Closed
HT
672
HAP Trading
New York
-$2.49M -198,916 Closed
PP
673
Paloma Partners
Connecticut
-$2.5M -189,396 Closed
VRS
674
Virginia Retirement Systems
Virginia
-$2.34M -177,400 Closed
DF
675
Donoghue Forlines
Massachusetts
-$2.28M -172,332 Closed

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.