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Lumen
LUMN

791 hedge funds and large institutions have $10.2B invested in Lumen in 2021 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 272 increasing their positions, 241 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 54

53% more call options, than puts

Call options by funds: $202M | Put options by funds: $132M

13% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 241

11% more funds holding

Funds holding: 710 → 791 (+81)

5.64% more ownership

Funds ownership: 74.4% → 80.04% (+5.6%)

1% more capital invested

Capital invested by funds: $10.2B → $10.2B (+$55.7M)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

Holders
791
Holders Change
+81
Holders Change %
+11.41%
% of All Funds
12.17%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.18%
New
148
Increased
272
Reduced
241
Closed
54
Calls
$202M
Puts
$132M
Net Calls
+$70M
Net Calls Change
+$54.3M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$67.4M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$32.9M
3
PPA
Parametric Portfolio Associates
Washington
+$30.4M
4
American Century Companies
American Century Companies
Missouri
+$29.5M
5
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
+$29.2M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$153M
2
Norges Bank
Norges Bank
Norway
-$44.7M
3
Morgan Stanley
Morgan Stanley
New York
-$32.2M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$26M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$20.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOSM
726
First National Bank of South Miami
Florida
$2K – – –
KFI
727
Key Financial Inc
Pennsylvania
$2K – – –
ME
728
McIlrath & Eck
Washington
$2K – – –
NSB
729
Norway Savings Bank
Maine
$2K – – –
PLU
730
Performa Ltd (US)
South Carolina
$2K – – –
PK
731
Pflug Koory
Nebraska
$2K – – –
ST
732
Sageworth Trust
Pennsylvania
$2K – – –
AAP
733
Arax Advisory Partners
Colorado
$2K +$51 +4 +2%
SC
734
Sierra Capital
Florida
$2K +$1.63K +128 New
KFP
735
KB Financial Partners
New Jersey
$2K +$1.78K +140 New
RFA
736
Reilly Financial Advisors
California
$2K +$1.91K +150 New
CAL
737
Capital Advisors Ltd
Ohio
$2K +$2.06K +162 New
AWA
738
Amplius Wealth Advisors
Pennsylvania
$2K +$2.16K +170 New
LS
739
Leelyn Smith
Illinois
$2K +$2.33K +183 New
WPA
740
West Paces Advisors
Georgia
$1.09K – – –
WT
741
Whittier Trust
California
$1K -$267 -21 -33%
APC
742
Aspire Private Capital
North Carolina
$1K – – –
FMP
743
Financial Management Professionals
Texas
$1K – – –
GWMIA
744
Global Wealth Management Investment Advisory
Florida
$1K – – –
JFA
745
JNBA Financial Advisors
Minnesota
$1K – – –
MA
746
MUFG Americas
New York
$1K – – –
TFM
747
TFC Financial Management
Massachusetts
$1K – – –
TSW
748
Thompson Siegel & Walmsley
Virginia
$1K – – –
TI
749
Truehand Inc
New Hampshire
$1K – – –
VRM
750
Vectors Research Management
New York
$1K – – –
28 29
30
31 32

LUMN Hedge Fund Activity: Q4 2021 in Review

791 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2021, worth a combined $10.2B — up 0.55% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new LUMN positions and 54 closed out — a net gain of 94 holders — while 272 added to existing stakes and 241 trimmed.

The largest buyer was Millennium Management, adding an estimated $67.4M. The largest seller was Vanguard Group, cutting an estimated $153M.

  • 791 institutional investors held Lumen (LUMN) as of Q4 2021, up from 710 in Q3 2021.
  • Funds reported $10.2B of Lumen stock for Q4 2021, up 0.55% quarter-over-quarter.
  • 148 funds opened new Lumen positions in Q4 2021 and 54 closed out, a net change of +94 holders.
  • The largest Lumen buyer in Q4 2021 was Millennium Management, an estimated $67.4M added.
  • The largest Lumen seller in Q4 2021 was Vanguard Group, an estimated $153M sold.

Based on aggregated 13F filings for Q4 2021.