Lumen
LUMN
656 hedge funds and large institutions have $12.9B invested in Lumen in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 238 increasing their positions, 234 reducing their positions, and 49 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 4 → 10 (+6)
90% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 49
32% more capital invested
Capital invested by funds: $9.78B → $12.9B (+$3.13B)
6% more funds holding
Funds holding: 617 → 656 (+39)
5.09% more ownership
Funds ownership: 71.08% → 76.17% (+5.1%)
2% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 234
34% less call options, than puts
Call options by funds: $230M | Put options by funds: $351M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$179M |
| 2 |
Royal London Asset Management
United Kingdom
|
+$113M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$84.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$74.7M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$67.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$84.2M |
| 2 |
Morgan Stanley
New York
|
-$61.8M |
| 3 |
IG
ING Group
Amsterdam,
Netherlands
|
-$43.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$41M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$39.7M |
LUMN Hedge Fund Activity: Q1 2016 in Review
656 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2016, worth a combined $12.9B — up 32% from $9.78B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new LUMN positions and 49 closed out — a net gain of 44 holders — while 238 added to existing stakes and 234 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $179M. The largest seller was Epoch Investment Partners, cutting an estimated $84.2M.
- 656 institutional investors held Lumen (LUMN) as of Q1 2016, up from 617 in Q4 2015.
- Funds reported $12.9B of Lumen stock for Q1 2016, up 32% quarter-over-quarter.
- 93 funds opened new Lumen positions in Q1 2016 and 49 closed out, a net change of +44 holders.
- The largest Lumen buyer in Q1 2016 was Capital Research Global Investors, an estimated $179M added.
- The largest Lumen seller in Q1 2016 was Epoch Investment Partners, an estimated $84.2M sold.
Based on aggregated 13F filings for Q1 2016.