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691 hedge funds and large institutions have $8.12B invested in Lumen in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 248 increasing their positions, 258 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.87% more ownership

Funds ownership: 77.91%78.79% (+0.87%)

4% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 258

4% less funds holding

Funds holding: 721691 (-30)

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 97

28% less capital invested

Capital invested by funds: $11.2B → $8.12B (-$3.11B)

62% less call options, than puts

Call options by funds: $68.6M | Put options by funds: $179M

Holders
691
Holders Change
-30
Holders Change %
-4.16%
% of All Funds
15.23%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
76
Increased
248
Reduced
258
Closed
97
Calls
$68.6M
Puts
$179M
Net Calls
-$110M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
FFH
51
Fairfax Financial Holdings
Ontario, Canada
$22.3M
LSV Asset Management
52
LSV Asset Management
Illinois
$21.5M +$1.73M +138,300 +6%
AA
53
ALPS Advisors
Colorado
$20.3M -$5.07M -405,840 -16%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$18.9M +$1.68M +134,626 +7%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$18.7M +$1.19M +94,803 +5%
Deutsche Bank
56
Deutsche Bank
Germany
$18.6M -$856K -68,428 -3%
National Pension Service
57
National Pension Service
South Korea
$17.7M
FSCM
58
Front Street Capital Management
Montana
$17.1M +$537K +42,951 +2%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$17M +$1.6M +127,770 +8%
MSE
60
MUFG Securities EMEA
United Kingdom
$16.6M +$2.31M +184,807 +12%
Canada Life
61
Canada Life
Manitoba, Canada
$16.5M +$10.8M +863,753 +98%
AllianceBernstein
62
AllianceBernstein
Tennessee
$16.3M +$1.05M +84,184 +5%
Stifel Financial
63
Stifel Financial
Missouri
$15.8M +$411K +32,863 +2%
Wellington Management Group
64
Wellington Management Group
Massachusetts
$15.7M +$17.8M +1,422,024 +600%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$15.6M -$3.44M -274,735 -14%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.3M +$1.72M +137,241 +9%
Korea Investment Corp
67
Korea Investment Corp
South Korea
$14.9M +$4.83M +386,400 +33%
Victory Capital Management
68
Victory Capital Management
Texas
$14.3M +$4.64M +371,377 +33%
WorldQuant Millennium Advisors
69
WorldQuant Millennium Advisors
New York
$13.9M -$19.6M -1,571,528 -52%
GF
70
Gabelli Funds
New York
$13.8M +$105K +8,400 +0.6%
Principal Financial Group
71
Principal Financial Group
Iowa
$13.7M +$564K +45,082 +3%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$13.4M +$621K +49,665 +4%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$12.9M -$1.62M -129,500 -9%
APG Asset Management
74
APG Asset Management
Netherlands
$12.7M +$6.9M +551,770 +69%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$12.1M +$1.97M +157,220 +14%

LUMN Hedge Fund Activity: Q1 2020 in Review

691 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2020, worth a combined $8.12B — down 28% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LUMN and 76 opened new positions — a net loss of 21 holders — while 258 trimmed existing stakes and 248 added.

The largest buyer was Citigroup, adding an estimated $114M. The largest seller was Southeastern Asset Management, cutting an estimated $54.7M.

  • 691 institutional investors held Lumen (LUMN) as of Q1 2020, down from 721 in Q4 2019.
  • Funds reported $8.12B of Lumen stock for Q1 2020, down 28% quarter-over-quarter.
  • 76 funds opened new Lumen positions in Q1 2020 and 97 closed out, a net change of -21 holders.
  • The largest Lumen buyer in Q1 2020 was Citigroup, an estimated $114M added.
  • The largest Lumen seller in Q1 2020 was Southeastern Asset Management, an estimated $54.7M sold.

Based on aggregated 13F filings for Q1 2020.