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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
SWA
701
SOA Wealth Advisors
New York
$5K -$853 -76 -13%
AP
702
Arlington Partners
Alabama
$5K
AW
703
Avion Wealth
Texas
$5K
IRC
704
Investors Research Corp
Georgia
$5K
ME
705
McIlrath & Eck
Washington
$5K
PA
706
PSI Advisors
Florida
$5K
ZIG
707
Zullo Investment Group
Pennsylvania
$5K
KA
708
Kozak & Associates
Colorado
$5K +$236 +21 +5%
LF
709
Lee Financial
Texas
$5K +$5.02K +447 New
SFG
710
Steward Financial Group
Texas
$5K +$5.61K +500 New
SBL
711
Sargent Bickham Lagudis
Colorado
$4K
WT
712
Washington Trust
Rhode Island
$4K
WTC
713
WhitTier Trust Company
Nevada
$4K
FHA
714
First Horizon Advisors
Tennessee
$4K +$853 +76 +21%
BIA
715
Bell Investment Advisors
California
$4K +$3.6K +321 New
CBT
716
CoreFirst Bank & Trust
Kansas
$4K +$3.7K +330 New
IHWM
717
Iron Horse Wealth Management
Iowa
$3K -$85.9K -7,651 -96%
PWMG
718
Prestige Wealth Management Group
New Jersey
$3K -$34 -3 -1%
ACM
719
Antonetti Capital Management
Florida
$3K
TH
720
TCTC Holdings
Texas
$3K
Toronto Dominion Bank
721
Toronto Dominion Bank
Ontario, Canada
$3K
WAM
722
Worth Asset Management
Texas
$3K
DI
723
Disciplined Investments
Oklahoma
$3K +$539 +48 +23%
GKIM
724
GW&K Investment Management
Massachusetts
$3K +$1.95K +174 +153%
HS
725
Horan Securities
United States
$3K +$3.37K +300 New

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.