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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
SMFS
726
Squar Milner Financial Services
California
-$111K -8,891 -100%
SM
727
SG3 Management
Puerto Rico
-$92K -7,000 Closed
MIFH
728
Migdal Insurance & Financial Holdings
Israel
-$79K -5,991 Closed
RIA
729
Realta Investment Advisors
Delaware
-$73K -5,028 Closed
IWA
730
Intercontinental Wealth Advisors
Texas
-$65K -4,500 Closed
PHK
731
Point72 Hong Kong
Hong Kong
-$56K -4,267 Closed
GLI
732
Guardian Life Insurance
New York
-$38K -2,889 Closed
HWM
733
Howard Wealth Management
Connecticut
-$26K -2,000 Closed
PA
734
PSI Advisors
Florida
-$23K -1,797 Closed
EP
735
Eudaimonia Partners
Tennessee
-$20K -1,511 Closed
VEA
736
Virtus ETF Advisers
New York
-$13K -956 Closed
Loomis, Sayles & Company
737
Loomis, Sayles & Company
Massachusetts
-$11K -851 Closed
GDP
738
Great Diamond Partners
Maine
-$10K -800 Closed
TCWM
739
Total Clarity Wealth Management
Illinois
-$10K -779 Closed
SQA
740
Simon Quick Advisors
New Jersey
-$8K -598 Closed
TA
741
TFG Advisers
Michigan
-$5K -398 Closed
FIB
742
First Interstate Bank
Montana
-$4K -320 Closed
CCM
743
Covington Capital Management
California
-$3.03K -242 -93%
PW
744
Price Wealth
Texas
-$3K -193 Closed
EWA
745
Evolution Wealth Advisors
Florida
-$2K -188 Closed
BCI
746
Brinker Capital Investments
Pennsylvania
-$2K -169 Closed
WCM
747
Wealthcare Capital Management
Virginia
-$2K -130 Closed
AIM
748
Anchor Investment Management
South Carolina
-$1.58K -120 Closed
BRC
749
Bell Rock Capital
Delaware
-$1K -101 Closed
APC
750
Aspire Private Capital
North Carolina
-$1K -100 Closed

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.