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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
WFI
701
West Family Investments
California
– -$11.5M -859,548 Closed
Los Angeles Capital Management
702
Los Angeles Capital Management
California
– -$11.3M -845,256 Closed
SAM
703
Scion Asset Management
California
– -$8.68M -650,000 Closed
EP
704
Edgestream Partners
New Jersey
– -$3.73M -279,592 Closed
JCM
705
JS Capital Management
New York
– -$2.52M -188,400 Closed
OIM
706
Orca Investment Management
Oregon
– -$1.76M -131,743 Closed
HI
707
HBK Investments
Texas
– -$1.6M -120,000 Closed
IMPI
708
Ilmarinen Mutual Pension Insurance
Finland
– -$1.33M -99,900 Closed
BCM
709
Bayesian Capital Management
New York
– -$1.24M -92,800 Closed
SIA
710
Strategic Investment Advisors
Michigan
– -$775K -58,044 Closed
NIPH
711
NN Investment Partners Holdings
Netherlands
– -$767K -57,500 Closed
HF
712
HRT Financial
New York
– -$703K -52,719 Closed
LIA
713
LS Investment Advisors
Michigan
– -$697K -52,229 Closed
TCM
714
Tuttle Capital Management
Connecticut
– -$673K -50,447 Closed
YIH
715
Y-Intercept (HK)
Hong Kong
– -$548K -41,420 Closed
Verition Fund Management
716
Verition Fund Management
Connecticut
– -$497K -37,208 Closed
MIM
717
Marco Investment Management
Georgia
– -$492K -36,850 Closed
EMG
718
ETF Managers Group
New Jersey
– -$480K -36,302 Closed
CI
719
Cigna Investments
Connecticut
– -$482K -36,207 Closed
HSA
720
Hussman Strategic Advisors
Maryland
– -$481K -36,000 Closed
SLF
721
Sun Life Financial
Ontario, Canada
– -$454K -33,991 Closed
SFI
722
Siemens Fonds Invest
Germany
– -$396K -29,684 Closed
CCMT
723
CMT Capital Markets Trading
Germany
– -$379K -27,500 Closed
MME
724
Meag Munich Ergo
Germany
– -$357K -26,766 Closed
TC
725
TwinBeech Capital
New York
– -$331K -24,800 Closed
27 28
29
30 31

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.