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707 hedge funds and large institutions have $11B invested in Lumen in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 230 increasing their positions, 241 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $8.23B → $11B (+$2.79B)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

8% more call options, than puts

Call options by funds: $160M | Put options by funds: $148M

8% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 116

1% more funds holding

Funds holding: 703707 (+4)

5% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 241

1.17% less ownership

Funds ownership: 76.55%75.38% (-1.2%)

Holders
707
Holders Change
+4
Holders Change %
+0.57%
% of All Funds
12.41%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
125
Increased
230
Reduced
241
Closed
116
Calls
$160M
Puts
$148M
Net Calls
+$12.1M
Net Calls Change
+$45.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
51
Poplar Forest Capital
California
$22.9M -$4.6M -370,239 -18%
T
52
TOBAM
France
$22.8M +$21.2M +1,703,128 +45,104%
UBS Group
53
UBS Group
Switzerland
$22.8M -$5.99M -482,377 -22%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$22.4M -$1.07M -86,244 -5%
BCM
55
Bridgeway Capital Management
Texas
$22.2M -$1.82M -146,700 -8%
American Century Companies
56
American Century Companies
Missouri
$22.2M +$20.4M +1,645,666 +9,574%
AA
57
ALPS Advisors
Colorado
$22M -$4.94M -397,644 -19%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$22M +$7.23M +582,419 +55%
Prudential Financial
59
Prudential Financial
New Jersey
$21.9M -$6.68M -537,621 -25%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$21.8M -$673K -54,173 -3%
RJA
61
Raymond James & Associates
Florida
$21M +$1.02M +81,956 +5%
JVBC
62
J.V. Bruni & Co
Colorado
$20.4M -$1.91M -153,600 -9%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.4M -$534K -43,024 -3%
CSC
64
Cove Street Capital
California
$19.8M +$6.65M +535,279 +57%
Truist Financial
65
Truist Financial
North Carolina
$19.4M -$3.58M -287,843 -17%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$19M -$1.49M -119,762 -8%
FFH
67
Fairfax Financial Holdings
Ontario, Canada
$19M -$10.2M -822,100 -37%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$18.5M -$271K -21,831 -2%
SFI
69
Susquehanna Fundamental Investments
Pennsylvania
$18.1M +$4.17M +335,683 +33%
GF
70
Gabelli Funds
New York
$18.1M -$2.09M -168,316 -11%
Principal Financial Group
71
Principal Financial Group
Iowa
$18M -$1.16M -93,514 -7%
Nomura Holdings
72
Nomura Holdings
Japan
$17.8M +$15.3M +1,233,906 +1,293%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$16.4M -$2.35M -188,862 -13%
Man Group
74
Man Group
United Kingdom
$16.1M +$15M +1,206,828 New
Swedbank
75
Swedbank
Sweden
$15.7M +$14.7M +1,179,712 New

LUMN Hedge Fund Activity: Q1 2021 in Review

707 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2021, worth a combined $11B — up 34% from $8.23B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new LUMN positions and 116 closed out — a net gain of 9 holders — while 230 added to existing stakes and 241 trimmed.

The largest buyer was Bank of America, adding an estimated $57.1M. The largest seller was Prudential plc, cutting an estimated $50M.

  • 707 institutional investors held Lumen (LUMN) as of Q1 2021, up from 703 in Q4 2020.
  • Funds reported $11B of Lumen stock for Q1 2021, up 34% quarter-over-quarter.
  • 125 funds opened new Lumen positions in Q1 2021 and 116 closed out, a net change of +9 holders.
  • The largest Lumen buyer in Q1 2021 was Bank of America, an estimated $57.1M added.
  • The largest Lumen seller in Q1 2021 was Prudential plc, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2021.