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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
SWM
651
Sugarloaf Wealth Management
Georgia
$19K -$19.4K -1,732 -50%
HIA
652
Harbor Investment Advisory
Maryland
$19K +$11.2K +1,000 +133%
TF
653
TimeScale Financial
Massachusetts
$18K -$2.21K -197 -11%
SCM
654
Silvant Capital Management
Georgia
$18K
AIP
655
Ahrens Investment Partners
Louisiana
$17K -$10.1K -902 -36%
NSIM
656
North Star Investment Management
Illinois
$17K -$2.08K -185 -11%
RTC
657
Riverview Trust Company
Washington
$17K
EBA
658
Eagle Bay Advisors
New York
$16.8K +$17.2K +1,536 New
COCM
659
Charter Oak Capital Management
New Hampshire
$16K
WWM
660
Wolff Wiese Magana
California
$16K
BWL
661
Bogart Wealth LLC
Virginia
$16K +$16.8K +1,500 New
ST
662
Smithfield Trust
Pennsylvania
$15K
CB
663
Community Bank
New York
$15K +$2.81K +250 +22%
BHWM
664
Beaird Harris Wealth Management
Texas
$15K +$12K +1,068 +391%
HFM
665
Harvest Fund Management
China
$14K
GTAM
666
Global Trust Asset Management
Florida
$13K
Loomis, Sayles & Company
667
Loomis, Sayles & Company
Massachusetts
$13K +$1.2K +107 +9%
VVP
668
Venture Visionary Partners
Ohio
$12.5K +$12.8K +1,143 New
MCC
669
Money Concepts Capital
Florida
$12K -$70.6K -6,295 -85%
SIC
670
Salem Investment Counselors
North Carolina
$12K
ZB
671
Zions Bancorporation
Utah
$12K +$4.07K +363 +52%
GIA
672
GHP Investment Advisors
Colorado
$12K +$11.9K +1,061 +2,257%
CCM
673
Covington Capital Management
California
$12K +$12.5K +1,110 +4,826%
CFD
674
Creative Financial Designs
Indiana
$11K -$18.4K -1,638 -61%
JMF
675
Johnson Midwest Financial
Iowa
$11K +$247 +22 +2%

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.