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778 hedge funds and large institutions have $9.02B invested in Lumen in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 307 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $247M | Put options by funds: $192M

26% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 244

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 97

1.4% less ownership

Funds ownership: 80.04%78.64% (-1.4%)

2% less funds holding

Funds holding: 791778 (-13)

12% less capital invested

Capital invested by funds: $10.2B → $9.02B (-$1.2B)

Holders
778
Holders Change
-13
Holders Change %
-1.64%
% of All Funds
12.27%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
95
Increased
307
Reduced
244
Closed
97
Calls
$247M
Puts
$192M
Net Calls
+$55.7M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
726
MV Capital Management
Maryland
$1K -$18.4K -1,604 -97%
MPWT
727
MassMutual Private Wealth & Trust
Connecticut
$1K -$9.8K -856 -93%
BWM
728
BerganKDV Wealth Management
Minnesota
$1K -$2.24K -196 -66%
ST
729
Sageworth Trust
Pennsylvania
$1K -$893 -78 -50%
JFA
730
JNBA Financial Advisors
Minnesota
$1K -$92 -8 -8%
FMP
731
Financial Management Professionals
Texas
$1K
FNBOSM
732
First National Bank of South Miami
Florida
$1K
GWMIA
733
Global Wealth Management Investment Advisory
Florida
$1K
MA
734
MUFG Americas
New York
$1K
SC
735
Sierra Capital
Florida
$1K
TFM
736
TFC Financial Management
Massachusetts
$1K
VRM
737
Vectors Research Management
New York
$1K
WAS
738
Winch Advisory Services
Wisconsin
$1K
SCA
739
Sandy Cove Advisors
Massachusetts
$1K +$23 +2 +2%
APC
740
Aspire Private Capital
North Carolina
$1K +$92 +8 +8%
GIA
741
GHP Investment Advisors
Colorado
$1K +$538 +47 New
ACK
742
Andrew C. Karlinski
$1K +$584 +51 New
GKIM
743
GW&K Investment Management
Massachusetts
$1K +$1.3K +114 New
CB
744
CNB Bank
Pennsylvania
$1K +$1.45K +127 New
AIC
745
Archer Investment Corporation
Indiana
$125
BCWM
746
Bartlett & Co Wealth Management
Ohio
$68 +$69 +6 New
CM
747
Cornerstone Management
Georgia
$57
Renaissance Technologies
748
Renaissance Technologies
New York
-$24.2M -1,925,203 Closed
HF
749
HRT Financial
New York
-$16.3M -1,296,405 Closed
Qube Research & Technologies (QRT)
750
Qube Research & Technologies (QRT)
United Kingdom
-$11.6M -923,344 Closed

LUMN Hedge Fund Activity: Q1 2022 in Review

778 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2022, worth a combined $9.02B — down 12% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LUMN and 95 opened new positions — a net loss of 2 holders — while 244 trimmed existing stakes and 307 added.

The largest buyer was Marshall Wace, adding an estimated $61.5M. The largest seller was Temasek Holdings, cutting an estimated $282M.

  • 778 institutional investors held Lumen (LUMN) as of Q1 2022, down from 791 in Q4 2021.
  • Funds reported $9.02B of Lumen stock for Q1 2022, down 12% quarter-over-quarter.
  • 95 funds opened new Lumen positions in Q1 2022 and 97 closed out, a net change of -2 holders.
  • The largest Lumen buyer in Q1 2022 was Marshall Wace, an estimated $61.5M added.
  • The largest Lumen seller in Q1 2022 was Temasek Holdings, an estimated $282M sold.

Based on aggregated 13F filings for Q1 2022.