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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
BBHC
651
Brown Brothers Harriman & Co
New York
$11K
JMF
652
Johnson Midwest Financial
Iowa
$11K +$11.4K +1,000 +6,250%
AW
653
Alaethes Wealth
Nevada
$10K
KFS
654
Kelly Financial Services
Massachusetts
$9.95K
SWA
655
Sutton Wealth Advisors
Florida
$9.19K +$4.36K +381 +88%
MGIM
656
M&G Investment Management
United Kingdom
$9.11K -$503K -43,916 -5%
SCA
657
Stonebridge Capital Advisors
Minnesota
$9K -$458 -40 -5%
JWA
658
JFS Wealth Advisors
Pennsylvania
$9K +$5.25K +459 +144%
HIA
659
Harbor Investment Advisory
Maryland
$8K -$11.1K -966 -56%
ZB
660
Zions Bancorporation
Utah
$8K -$9.17K -801 -53%
FCMA
661
Foresight Capital Management Advisors
Michigan
$8K
MHR
662
Matthew Hamilton Rosenberg
$7K -$46.6K -4,074 -88%
FCT
663
First Community Trust
Iowa
$7K
VCM
664
Versant Capital Management
Arizona
$7K +$424 +37 +7%
TWC
665
TD Waterhouse Canada
Ontario, Canada
$6.28K
EARNEST Partners
666
EARNEST Partners
Georgia
$6K
TIM
667
Tortoise Investment Management
New York
$6K
ZIG
668
Zullo Investment Group
Pennsylvania
$6K
SWA
669
SOA Wealth Advisors
New York
$6K +$103 +9 +2%
RFWA
670
RPg Family Wealth Advisory
Massachusetts
$5.17K +$5.25K +459 New
GWS
671
Glassman Wealth Services
Virginia
$5K -$14.1K -1,233 -72%
AP
672
Arlington Partners
Alabama
$5K -$3.15K -275 -37%
IRC
673
Investors Research Corp
Georgia
$5K
KA
674
Kozak & Associates
Colorado
$5K
PA
675
PSI Advisors
Florida
$5K

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.