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Lumen
LUMN

719 hedge funds and large institutions have $11.4B invested in Lumen in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 272 increasing their positions, 217 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 217

22% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 78

2% more funds holding

Funds holding: 707 → 719 (+12)

4% more capital invested

Capital invested by funds: $11B → $11.4B (+$405M)

0.87% more ownership

Funds ownership: 75.38% → 76.26% (+0.87%)

1% more call options, than puts

Call options by funds: $190M | Put options by funds: $189M

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

Holders
719
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
12.52%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
95
Increased
272
Reduced
217
Closed
78
Calls
$190M
Puts
$189M
Net Calls
+$1.42M
Net Calls Change
-$10.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$83.5M
2
UBS AM
UBS AM
Illinois
+$57.9M
3
Invesco
Invesco
Georgia
+$30.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$25M
5
State Street
State Street
Massachusetts
+$24.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$41.8M
2
AssetMark Inc
AssetMark Inc
California
-$38.5M
3
CA
Capitolis Advisors
New York
-$28.9M
4
Norges Bank
Norges Bank
Norway
-$26M
5
Nomura Holdings
Nomura Holdings
Japan
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
676
JNBA Financial Advisors
Minnesota
$2K – – –
KFP
677
KB Financial Partners
New Jersey
$2K – – –
KFI
678
Key Financial Inc
Pennsylvania
$2K – – –
ME
679
McIlrath & Eck
Washington
$2K – – –
PLU
680
Performa Ltd (US)
South Carolina
$2K – – –
ST
681
Sageworth Trust
Pennsylvania
$2K – – –
VRM
682
Vectors Research Management
New York
$2K – – –
MPWT
683
MassMutual Private Wealth & Trust
Connecticut
$2K +$304 +22 +19%
BBL
684
Beck Bode LLC
Massachusetts
$2K +$2.07K +150 New
WPA
685
West Paces Advisors
Georgia
$1.18K +$1.2K +87 New
APC
686
Aspire Private Capital
North Carolina
$1K -$14.1K -1,021 -91%
AFS
687
Annapolis Financial Services
Maryland
$1K – – –
FMP
688
Financial Management Professionals
Texas
$1K – – –
FF
689
FourThought Financial
Florida
$1K – – –
FFA
690
Freedman Financial Associates
Massachusetts
$1K – – –
SL
691
Savior LLC
Massachusetts
$1K – – –
TWA
692
TCI Wealth Advisors
Arizona
$1K – – –
TFM
693
TFC Financial Management
Massachusetts
$1K – – –
TSW
694
Thompson Siegel & Walmsley
Virginia
$1K – – –
TI
695
Truehand Inc
New Hampshire
$1K – – –
TLCM
696
Twin Lakes Capital Management
California
$1K – – –
WAS
697
Winch Advisory Services
Wisconsin
$1K +$28 +2 +2%
BWM
698
BerganKDV Wealth Management
Minnesota
$1K +$428 +31 +50%
PSIWM
699
Paradigm Strategies in Wealth Management
Minnesota
$1K +$773 +56 New
BBHC
700
Brown Brothers Harriman & Co
New York
$14 +$883 +64 +7%
26 27
28
29 30

LUMN Hedge Fund Activity: Q2 2021 in Review

719 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2021, worth a combined $11.4B — up 3.7% from $11B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new LUMN positions and 78 closed out — a net gain of 17 holders — while 272 added to existing stakes and 217 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.5M. The largest seller was First Trust Advisors, cutting an estimated $41.8M.

  • 719 institutional investors held Lumen (LUMN) as of Q2 2021, up from 707 in Q1 2021.
  • Funds reported $11.4B of Lumen stock for Q2 2021, up 3.7% quarter-over-quarter.
  • 95 funds opened new Lumen positions in Q2 2021 and 78 closed out, a net change of +17 holders.
  • The largest Lumen buyer in Q2 2021 was Morgan Stanley, an estimated $83.5M added.
  • The largest Lumen seller in Q2 2021 was First Trust Advisors, an estimated $41.8M sold.

Based on aggregated 13F filings for Q2 2021.