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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
PCFFS
701
Pacific Center for Financial Services
California
$2K -$733 -64 -24%
CFO
702
CVA Family Office
Colorado
$2K -$630 -55 -22%
CAL
703
Capital Advisors Ltd
Ohio
$2K -$195 -17 -10%
ARMC
704
American Research & Management Company
Massachusetts
$2K
CSB
705
City State Bank
Iowa
$2K
CWA
706
Clearview Wealth Advisors
Oregon
$2K
EIP
707
Ellis Investment Partners
Pennsylvania
$2K
FCA
708
FinTrust Capital Advisors
South Carolina
$2K
FBT
709
First Bank & Trust
South Dakota
$2K
GLLW
710
Graves Light Lenhart Wealth
Virginia
$2K
KFP
711
KB Financial Partners
New Jersey
$2K
LS
712
Leelyn Smith
Illinois
$2K
NSB
713
Norway Savings Bank
Maine
$2K
PLU
714
Performa Ltd (US)
South Carolina
$2K
PK
715
Pflug Koory
Nebraska
$2K
TSWM
716
Tyler-Stone Wealth Management
Ohio
$2K
AAP
717
Arax Advisory Partners
Colorado
$2K +$46 +4 +2%
KFI
718
Key Financial Inc
Pennsylvania
$2K +$195 +17 +10%
WT
719
Whittier Trust
California
$2K +$1.09K +95 +221%
CAGAS
720
Capital Advisory Group Advisory Services
Minnesota
$2K +$1.54K +135 New
DHGWA
721
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K +$1.87K +163 New
IA
722
IndexIQ Advisors
New York
$2K +$1.94K +169 New
DI
723
Disciplined Investments
Oklahoma
$2K +$2.44K +213 New
HA
724
Herold Advisors
New York
$1.69K +$1.72K +150 New
CI Investments Inc
725
CI Investments Inc
Ontario, Canada
$1K -$391K -34,149 -100%

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.