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719 hedge funds and large institutions have $11.4B invested in Lumen in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 272 increasing their positions, 217 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 217

22% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 78

2% more funds holding

Funds holding: 707719 (+12)

4% more capital invested

Capital invested by funds: $11B → $11.4B (+$405M)

0.87% more ownership

Funds ownership: 75.38%76.26% (+0.87%)

1% more call options, than puts

Call options by funds: $190M | Put options by funds: $189M

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
719
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
12.52%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
95
Increased
272
Reduced
217
Closed
78
Calls
$190M
Puts
$189M
Net Calls
+$1.42M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
51
Canada Pension Plan Investment Board
Ontario, Canada
$23.5M
BCM
52
Bridgeway Capital Management
Texas
$23.4M +$768K +55,650 +3%
PMG
53
Private Management Group
California
$23.3M -$143K -10,389 -0.6%
AA
54
ALPS Advisors
Colorado
$22.7M +$285K +20,642 +1%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$22.3M -$484K -35,051 -2%
PFC
56
Poplar Forest Capital
California
$22.3M -$1.03M -74,825 -4%
RJA
57
Raymond James & Associates
Florida
$22.1M +$668K +48,419 +3%
UBS Group
58
UBS Group
Switzerland
$22.1M -$1.15M -83,519 -5%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$21.6M -$575K -41,697 -3%
Prudential Financial
60
Prudential Financial
New Jersey
$21.3M -$983K -71,245 -4%
A
61
AustralianSuper
Australia
$21.1M +$6.28M +455,267 +42%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.4M -$287K -20,802 -1%
WorldQuant Millennium Advisors
63
WorldQuant Millennium Advisors
New York
$20.3M +$11.5M +830,155 +125%
Truist Financial
64
Truist Financial
North Carolina
$19.7M -$16.2K -1,175 -0.1%
FFH
65
Fairfax Financial Holdings
Ontario, Canada
$19.4M
Stifel Financial
66
Stifel Financial
Missouri
$19.2M +$5.17M +374,474 +36%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$18.4M -$397K -28,769 -2%
AllianceBernstein
68
AllianceBernstein
Tennessee
$18.4M -$8.82M -638,913 -32%
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$17.7M -$1.67M -120,926 -8%
Axa
70
Axa
France
$17.4M +$2.93M +212,324 +20%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$16.9M +$6.26M +454,026 +58%
Principal Financial Group
72
Principal Financial Group
Iowa
$16.9M -$1.43M -103,589 -8%
Citadel Advisors
73
Citadel Advisors
Florida
$16.7M +$3.17M +229,792 +23%
Swedbank
74
Swedbank
Sweden
$16.7M +$639K +46,339 +4%
GF
75
Gabelli Funds
New York
$16.6M -$1.82M -132,000 -10%