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710 hedge funds and large institutions have $15.4B invested in Lumen in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 332 increasing their positions, 145 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more funds holding in top 10

Funds holding in top 10: 722 (+15)

129% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 145

98% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 92

81% more capital invested

Capital invested by funds: $8.51B → $15.4B (+$6.87B)

14% more funds holding

Funds holding: 625710 (+85)

4.38% more ownership

Funds ownership: 81.88%86.26% (+4.4%)

10% less call options, than puts

Call options by funds: $410M | Put options by funds: $453M

Holders
710
Holders Change
+85
Holders Change %
+13.6%
% of All Funds
16.1%
Holding in Top 10
22
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+214.29%
% of All Funds
0.5%
New
182
Increased
332
Reduced
145
Closed
92
Calls
$410M
Puts
$453M
Net Calls
-$43M
Net Calls Change
+$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WFI
51
West Family Investments
California
$42.3M +$43M +2,537,148 New
Prudential Financial
52
Prudential Financial
New Jersey
$41.2M +$12.9M +762,530 +45%
Citadel Advisors
53
Citadel Advisors
Florida
$40.8M +$15.4M +909,762 +59%
Invesco
54
Invesco
Georgia
$40M -$2.06M -121,641 -5%
Loomis, Sayles & Company
55
Loomis, Sayles & Company
Massachusetts
$38.4M +$17.7M +1,042,338 +83%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$38.1M +$28.1M +1,656,920 +265%
American Century Companies
57
American Century Companies
Missouri
$37.7M +$16.3M +961,984 +74%
Wells Fargo
58
Wells Fargo
California
$37.5M +$2.41M +142,121 +7%
GF
59
Gabelli Funds
New York
$36.5M +$30.7M +1,810,566 +482%
N
60
Natixis
France
$35M +$17M +1,002,791 +91%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$34.6M +$15.2M +897,875 +76%
PC
62
Paulson & Co
New York
$33.4M +$33.9M +2,000,000 New
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$33.1M +$14.6M +863,361 +77%
SEI Investments
64
SEI Investments
Pennsylvania
$32.3M +$32.4M +1,912,954 +8,016%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$29.7M +$13.2M +775,708 +77%
TA
66
Teachers Advisors
New York
$29.1M +$10.6M +627,470 +56%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$29.1M +$12.9M +761,821 +78%
Canada Life
68
Canada Life
Manitoba, Canada
$27.6M +$8.5M +501,497 +43%
AllianceBernstein
69
AllianceBernstein
Tennessee
$27.1M +$12.1M +712,680 +78%
DekaBank Deutsche Girozentrale
70
DekaBank Deutsche Girozentrale
Germany
$26.7M -$40.7K -2,400 -0.2%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$26.7M +$11.1M +652,775 +69%
CS
72
Credit Suisse
Switzerland
$26.6M +$2.32M +136,652 +9%
Asset Management One
73
Asset Management One
Japan
$25.4M +$11.5M +680,808 +81%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$25.1M +$3.58M +211,412 +16%
Principal Financial Group
75
Principal Financial Group
Iowa
$24.9M +$11.2M +663,277 +80%

LUMN Hedge Fund Activity: Q4 2017 in Review

710 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2017, worth a combined $15.4B — up 81% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new LUMN positions and 92 closed out — a net gain of 90 holders — while 332 added to existing stakes and 145 trimmed.

The largest buyer was Singapore Technologies Telemedia, opening a new position worth an estimated $1.58B. The largest seller was Corvex Management, exiting entirely with an estimated $370M sold.

  • 710 institutional investors held Lumen (LUMN) as of Q4 2017, up from 625 in Q3 2017.
  • Funds reported $15.4B of Lumen stock for Q4 2017, up 81% quarter-over-quarter.
  • 182 funds opened new Lumen positions in Q4 2017 and 92 closed out, a net change of +90 holders.
  • The largest Lumen buyer in Q4 2017 was Singapore Technologies Telemedia, an estimated $1.58B added.
  • The largest Lumen seller in Q4 2017 was Corvex Management, an estimated $370M sold.

Based on aggregated 13F filings for Q4 2017.