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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
WT
676
Washington Trust
Rhode Island
$5K
RG
677
Retirement Group
California
$5K +$34 +3 +25%
RDIA
678
RE Dickinson Investment Advisors
Iowa
$5K +$366 +32 +9%
AW
679
Avion Wealth
Texas
$5K +$1.15K +100 +32%
ME
680
McIlrath & Eck
Washington
$5K +$3.5K +306 +249%
GEA
681
Glen Eagle Advisors
New Jersey
$4.51K +$4.58K +400 New
SBL
682
Sargent Bickham Lagudis
Colorado
$4K -$12.6K -1,099 -76%
TH
683
TCTC Holdings
Texas
$4K
TIM
684
Tevis Investment Management
Texas
$4K
WTC
685
WhitTier Trust Company
Nevada
$4K
FHA
686
First Horizon Advisors
Tennessee
$4K +$195 +17 +5%
WAM
687
Worth Asset Management
Texas
$4K +$3.64K +318 New
CI
688
Cordant Inc
Oregon
$4K +$4.25K +371 New
AssetMark Inc
689
AssetMark Inc
California
$3K -$1.35K -118 -34%
PWMG
690
Prestige Wealth Management Group
New Jersey
$3K -$1.12K -98 -25%
ACM
691
Antonetti Capital Management
Florida
$3K
BHWM
692
Beaird Harris Wealth Management
Texas
$3K
MAM
693
McCarthy Asset Management
California
$3K
Toronto Dominion Bank
694
Toronto Dominion Bank
Ontario, Canada
$3K
HWMA
695
Heritage Wealth Management (Arizona)
Arizona
$3K +$2.56K +224 New
Macquarie Group
696
Macquarie Group
Australia
$2.08K
FWM
697
Focused Wealth Management
New York
$2K -$120K -10,496 -98%
EWA
698
EverSource Wealth Advisors
Alabama
$2K -$10.4K -910 -84%
EW
699
Evoke Wealth
California
$2K -$4.22K -369 -63%
TFO
700
Tarbox Family Office
California
$2K -$3.61K -315 -60%

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.