Lumen
LUMN
658 hedge funds and large institutions have $11B invested in Lumen in 2017 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 245 increasing their positions, 226 reducing their positions, and 82 closing their positions.
118% more call options, than puts
Call options by funds: $315M | Put options by funds: $144M
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
12% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 82
9% more capital invested
Capital invested by funds: $10.1B → $11B (+$898M)
5.43% more ownership
Funds ownership: 78.17% → 83.61% (+5.4%)
8% more repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 226
1% more funds holding
Funds holding: 654 → 658 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Corvex Management
New York
|
+$477M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$266M |
| 3 |
Goldman Sachs
New York
|
+$151M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$149M |
| 5 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$100M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$90.3M |
| 3 |
Two Sigma Investments
New York
|
-$73.9M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$53.1M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$48.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
726
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$3K | -125 | Closed |
|
|
PFO
727
Pathstone Family Office
Englewood,
New Jersey
| – | -$1K | -51 | Closed |
|
|
CFG
728
Citizens Financial Group
Providence,
Rhode Island
| – | -$1K | -40 | Closed |
|
|
CIAN
729
Capstone Investment Advisors (Netherlands)
New York
| – | -$1K | -34 | Closed |
|
|
SQA
730
Simon Quick Advisors
Morristown,
New Jersey
| – | -$1K | -29 | Closed |
|
|
SSB
731
Sandy Spring Bank
Olney,
Maryland
| – | -$1K | -28 | Closed |
|
LUMN Hedge Fund Activity: Q2 2017 in Review
658 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2017, worth a combined $11B — up 8.9% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new LUMN positions and 82 closed out — a net gain of 10 holders — while 245 added to existing stakes and 226 trimmed.
The largest buyer was Corvex Management, opening a new position worth an estimated $477M. The largest seller was Citadel Advisors, cutting an estimated $100M.
- 658 institutional investors held Lumen (LUMN) as of Q2 2017, up from 654 in Q1 2017.
- Funds reported $11B of Lumen stock for Q2 2017, up 8.9% quarter-over-quarter.
- 92 funds opened new Lumen positions in Q2 2017 and 82 closed out, a net change of +10 holders.
- The largest Lumen buyer in Q2 2017 was Corvex Management, an estimated $477M added.
- The largest Lumen seller in Q2 2017 was Citadel Advisors, an estimated $100M sold.
Based on aggregated 13F filings for Q2 2017.