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Lumen
LUMN

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: 7 → 22 (+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: 625 → 710 (+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

Top Buyers

Rank Fund Capital Flow
1
STT
Singapore Technologies Telemedia
Singapore
+$1.58B
2
Temasek Holdings
Temasek Holdings
Singapore
+$1.58B
3
SAM
Southeastern Asset Management
Tennessee
+$1.21B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$746M
5
BlackRock
BlackRock
New York
+$448M

Top Sellers

Rank Fund Capital Flow
1
CM
Corvex Management
New York
-$370M
2
AIG
American International Group
New York
-$261M
3
CI
Cowen Inc
New York
-$38.8M
4
Goldman Sachs
Goldman Sachs
New York
-$36.6M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
-$35.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
676
First Command Bank
Texas
$1K – – –
FCFS
677
First Command Financial Services
Texas
$1K – – –
HFM
678
Hartford Financial Management
Connecticut
$1K – – –
PS
679
Portfolio Solutions
Michigan
$1K – – –
NR
680
Newfound Research
Massachusetts
$1K +$34 +2 +3%
BRC
681
Bell Rock Capital
Delaware
$1K +$102 +6 +8%
LWM
682
Lenox Wealth Management
Ohio
$1K +$136 +8 +24%
APSP
683
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$305 +18 +106%
WWMSC
684
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$560 +33 New
RAM
685
Riggs Asset Management
Pennsylvania
$1K +$780 +46 +4,600%
LWA
686
Lenox Wealth Advisors
New York
$1K +$848 +50 New
TFA
687
Toth Financial Advisory
Virginia
$1K +$916 +54 New
ADL
688
Asset Dedication LLC
California
$1K +$933 +55 New
PFA
689
Pathway Financial Advisors
Vermont
$1K +$1.05K +62 New
AWM
690
Aevitas Wealth Management
Massachusetts
$1K +$1.2K +71 New
RCC
691
Red Cedar Capital
Nebraska
$1K +$1.24K +73 New
MI
692
Markston International
New York
$1K +$1.27K +75 New
WAS
693
Winch Advisory Services
Wisconsin
$1K +$1.32K +78 New
GWS
694
Glassman Wealth Services
Virginia
$1K +$1.34K +79 New
THWM
695
Taylor Hoffman Wealth Management
Virginia
$1K +$1.39K +82 New
PCG
696
Private Capital Group
Connecticut
$99 +$101K +5,933 New
CM
697
Corvex Management
New York
– -$370M -21,849,476 Closed
CI
698
Cowen Inc
New York
– -$38.8M -2,289,100 Closed
AAM
699
Alpine Associates Management
Florida
– -$19.8M -1,048,165 Closed
Credit Agricole
700
Credit Agricole
France
– -$11.3M -666,404 -100%
26 27
28
29 30

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.