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691 hedge funds and large institutions have $8.12B invested in Lumen in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 248 increasing their positions, 258 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.87% more ownership

Funds ownership: 77.91%78.79% (+0.87%)

4% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 258

4% less funds holding

Funds holding: 721691 (-30)

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 97

28% less capital invested

Capital invested by funds: $11.2B → $8.12B (-$3.11B)

62% less call options, than puts

Call options by funds: $68.6M | Put options by funds: $179M

Holders
691
Holders Change
-30
Holders Change %
-4.16%
% of All Funds
15.23%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
76
Increased
248
Reduced
258
Closed
97
Calls
$68.6M
Puts
$179M
Net Calls
-$110M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
701
Horizon Investments
North Carolina
-$424K -32,062 Closed
TC
702
Telemus Capital
Michigan
-$399K -30,218 Closed
RIM
703
Redwood Investment Management
Arizona
-$367K -27,752 Closed
ACM
704
Adalta Capital Management
New York
-$361K -27,291 Closed
MC
705
Moors & Cabot
Massachusetts
-$346K -26,237 Closed
ER
706
Enlightenment Research
Florida
-$345K -26,100 Closed
RA
707
Rational Advisors
New York
-$333K -25,224 Closed
CC
708
Cannell & Co
New York
-$303K -22,919 Closed
FRM
709
Fox Run Management
Connecticut
-$297K -22,452 Closed
HIS
710
Harvest Investment Services
Illinois
-$269K -20,397 Closed
HS
711
Haafor (Singapore)
Singapore
-$260K -19,705 Closed
GAM
712
GQ Asset Management
New York
-$255K -19,266 Closed
CC
713
Centiva Capital
New York
-$217K -16,405 Closed
USAA
714
United Services Automobile Association
Texas
-$214K -16,165 Closed
PCMC
715
Paragon Capital Management (Colorado)
Colorado
-$200K -15,164 Closed
JIR
716
James Investment Research
Ohio
-$194K -14,675 Closed
SFG
717
Sather Financial Group
Texas
-$182K -13,845 Closed
Fisher Asset Management
718
Fisher Asset Management
Washington
-$180K -13,602 Closed
WC
719
Weil Company
California
-$176K -13,335 Closed
OAM
720
Occidental Asset Management
California
-$166K -12,536 Closed
SBIA
721
Sheaff Brock Investment Advisors
Indiana
-$153K -11,619 Closed
MMA
722
Miracle Mile Advisors
California
-$153K -11,574 Closed
1WA
723
180 Wealth Advisors
Washington
-$143K -10,914 Closed
TRCT
724
Tower Research Capital (TRC)
New York
-$137K -10,373 Closed
FBC
725
Fairfield, Bush & Co
Connecticut
-$135K -10,200 Closed

LUMN Hedge Fund Activity: Q1 2020 in Review

691 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2020, worth a combined $8.12B — down 28% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LUMN and 76 opened new positions — a net loss of 21 holders — while 258 trimmed existing stakes and 248 added.

The largest buyer was Citigroup, adding an estimated $114M. The largest seller was Southeastern Asset Management, cutting an estimated $54.7M.

  • 691 institutional investors held Lumen (LUMN) as of Q1 2020, down from 721 in Q4 2019.
  • Funds reported $8.12B of Lumen stock for Q1 2020, down 28% quarter-over-quarter.
  • 76 funds opened new Lumen positions in Q1 2020 and 97 closed out, a net change of -21 holders.
  • The largest Lumen buyer in Q1 2020 was Citigroup, an estimated $114M added.
  • The largest Lumen seller in Q1 2020 was Southeastern Asset Management, an estimated $54.7M sold.

Based on aggregated 13F filings for Q1 2020.