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Lumen
LUMN

753 hedge funds and large institutions have $4.16B invested in Lumen in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 218 increasing their positions, 278 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $126M | Put options by funds: $96.8M

5% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 128

1.14% less ownership

Funds ownership: 79.88% → 78.74% (-1.1%)

3% less funds holding

Funds holding: 778 → 753 (-25)

22% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 278

31% less capital invested

Capital invested by funds: $6B → $4.16B (-$1.83B)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
753
Holders Change
-25
Holders Change %
-3.21%
% of All Funds
12.1%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
121
Increased
218
Reduced
278
Closed
128
Calls
$126M
Puts
$96.8M
Net Calls
+$29.7M
Net Calls Change
+$78.2M

Top Buyers

1
Invesco
Invesco
Georgia
+$174M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$98.3M
3
Renaissance Technologies
Renaissance Technologies
New York
+$74.9M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$74.1M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$70.6M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
-$246M
2
BlackRock
BlackRock
New York
-$118M
3
SAM
Southeastern Asset Management
Tennessee
-$115M
4
Morgan Stanley
Morgan Stanley
New York
-$62.2M
5
State Street
State Street
Massachusetts
-$49.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
701
BerganKDV Wealth Management
Minnesota
$524 -$449 -73 -42%
GEA
702
Glen Eagle Advisors
New Jersey
$522 – – –
GWS
703
Glassman Wealth Services
Virginia
$491 -$14.1K -2,302 -96%
WPA
704
West Paces Advisors
Georgia
$480 +$565 +92 New
JFA
705
JNBA Financial Advisors
Minnesota
$454 – – –
CS
706
Comerica Securities
Michigan
$386 +$455 +74 New
GIA
707
GHP Investment Advisors
Colorado
$358 – – –
CSC
708
Caldwell Sutter Capital
California
$355 +$418 +68 New
EBA
709
Eagle Bay Advisors
New York
$345 -$9.83K -1,600 -96%
WOSD
710
WFA of San Diego
California
$345 +$406 +66 New
ECM
711
Everence Capital Management
Indiana
$287 +$338K +54,970 New
USCWA
712
U.S. Capital Wealth Advisors
Texas
$261 -$209K -34,067 -100%
TWD
713
True Wealth Design
Ohio
$261 +$307 +50 New
JWM
714
Janiczek Wealth Management
Colorado
$223 – – –
TLCM
715
Twin Lakes Capital Management
California
$223 – – –
WT
716
Whittier Trust
California
$223 – – –
MSCM
717
McElhenny Sheffield Capital Management
Texas
$209 +$246 +40 New
MSFP
718
Mark Sheptoff Financial Planning
Connecticut
$204 – – –
LFG
719
Larson Financial Group
Missouri
$193 +$227 +37 New
WTC
720
WhitTier Trust Company
Nevada
$177 – – –
IA
721
IFS Advisors
Kansas
$135 – – –
CB
722
CNB Bank
Pennsylvania
$125 – – –
AA
723
Addison Advisors
Vermont
$110 – – –
CSWM
724
Cassady Schiller Wealth Management
Ohio
$104 +$123 +20 New
AWM
725
Abound Wealth Management
Tennessee
$102 – – –
27 28
29
30 31

LUMN Hedge Fund Activity: Q4 2022 in Review

753 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2022, worth a combined $4.16B — down 31% from $6B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of LUMN and 121 opened new positions — a net loss of 7 holders — while 278 trimmed existing stakes and 218 added.

The largest buyer was Invesco, adding an estimated $174M. The largest seller was Temasek Holdings, cutting an estimated $246M.

  • 753 institutional investors held Lumen (LUMN) as of Q4 2022, down from 778 in Q3 2022.
  • Funds reported $4.16B of Lumen stock for Q4 2022, down 31% quarter-over-quarter.
  • 121 funds opened new Lumen positions in Q4 2022 and 128 closed out, a net change of -7 holders.
  • The largest Lumen buyer in Q4 2022 was Invesco, an estimated $174M added.
  • The largest Lumen seller in Q4 2022 was Temasek Holdings, an estimated $246M sold.

Based on aggregated 13F filings for Q4 2022.