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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
JWA
676
JFS Wealth Advisors
Pennsylvania
$11K +$2.24K +200 +26%
KFI
677
Key Financial Inc
Pennsylvania
$11K +$9.24K +823 +426%
KFS
678
Kelly Financial Services
Massachusetts
$9.63K
MGIM
679
M&G Investment Management
United Kingdom
$9.11K
EI
680
Ellevest Inc
New York
$9K -$7.13K -635 -44%
EW
681
Evoke Wealth
California
$9K +$6.47K +577 +267%
SWA
682
Sutton Wealth Advisors
Florida
$8.63K -$269 -24 -3%
FA
683
Financial Avengers
California
$8K -$16.7K -1,484 -68%
SCA
684
Stonebridge Capital Advisors
Minnesota
$7K -$1.66K -148 -19%
FCT
685
First Community Trust
Iowa
$7K
RG
686
Retirement Group
California
$7K +$112 +10 +67%
TWA
687
TCI Wealth Advisors
Arizona
$7K +$6.72K +599 New
CA
688
Clearstead Advisors
Ohio
$7K +$7.19K +641 New
BCMIO
689
Beacon Capital Management Inc (Ohio)
Ohio
$7K +$7.24K +645 New
TWC
690
TD Waterhouse Canada
Ontario, Canada
$6.15K
VCM
691
Versant Capital Management
Arizona
$6K -$415 -37 -6%
EARNEST Partners
692
EARNEST Partners
Georgia
$6K
TIM
693
Tortoise Investment Management
New York
$6K
GWS
694
Glassman Wealth Services
Virginia
$6K +$1.05K +94 +19%
EWA
695
EverSource Wealth Advisors
Alabama
$6K +$4.11K +366 +208%
MPWT
696
MassMutual Private Wealth & Trust
Connecticut
$6K +$5.23K +466 +706%
CA
697
Crewe Advisors
Utah
$6K +$6.51K +580 New
Bank of Montreal
698
Bank of Montreal
Ontario, Canada
$5.94K +$1.03M +91,615 +21%
Lazard Asset Management
699
Lazard Asset Management
New York
$5K -$75.1K -6,691 -94%
AF
700
Advisornet Financial
Minnesota
$5K -$22K -1,962 -81%

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.