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805 hedge funds and large institutions have $8.91B invested in Lumen in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 322 increasing their positions, 228 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 60

41% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 228

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 778805 (+27)

0.8% more ownership

Funds ownership: 78.64%79.43% (+0.8%)

1% less capital invested

Capital invested by funds: $9.02B → $8.91B (-$110M)

29% less call options, than puts

Call options by funds: $186M | Put options by funds: $263M

Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.56%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
101
Increased
322
Reduced
228
Closed
60
Calls
$186M
Puts
$263M
Net Calls
-$77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
726
Heritage Wealth Management (Arizona)
Arizona
$2.44K
FPS
727
Fieldpoint Private Securities
Connecticut
$2K -$10.3K -920 -81%
AssetMark Inc
728
AssetMark Inc
California
$2K -$673 -60 -26%
GLLW
729
Graves Light Lenhart Wealth
Virginia
$2K -$628 -56 -25%
ARMC
730
American Research & Management Company
Massachusetts
$2K
CSB
731
City State Bank
Iowa
$2K
CWA
732
Clearview Wealth Advisors
Oregon
$2K
CFO
733
CVA Family Office
Colorado
$2K
EIP
734
Ellis Investment Partners
Pennsylvania
$2K
FCA
735
FinTrust Capital Advisors
South Carolina
$2K
KFP
736
KB Financial Partners
New Jersey
$2K
LS
737
Leelyn Smith
Illinois
$2K
NSB
738
Norway Savings Bank
Maine
$2K
PCFFS
739
Pacific Center for Financial Services
California
$2K
PLU
740
Performa Ltd (US)
South Carolina
$2K
TSWM
741
Tyler-Stone Wealth Management
Ohio
$2K
FWM
742
Focused Wealth Management
New York
$2K +$34 +3 +2%
AAP
743
Arax Advisory Partners
Colorado
$2K +$45 +4 +2%
CB
744
CNB Bank
Pennsylvania
$2K +$269 +24 +19%
CAL
745
Capital Advisors Ltd
Ohio
$2K +$471 +42 +29%
BWM
746
BerganKDV Wealth Management
Minnesota
$2K +$483 +43 +43%
AW
747
ACG Wealth
Georgia
$2K +$1.95K +174 New
HI
748
Hudock Inc
Pennsylvania
$2K +$2.24K +200 +357%
BPC
749
Banque Pictet & Cie
Switzerland
$1.91K -$536K -47,802 -21%
GEA
750
Glen Eagle Advisors
New Jersey
$1.09K -$3.37K -300 -75%

LUMN Hedge Fund Activity: Q2 2022 in Review

805 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2022, worth a combined $8.91B — down 1.2% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new LUMN positions and 60 closed out — a net gain of 41 holders — while 322 added to existing stakes and 228 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.4M. The largest seller was Janus Henderson Group, cutting an estimated $72.3M.

  • 805 institutional investors held Lumen (LUMN) as of Q2 2022, up from 778 in Q1 2022.
  • Funds reported $8.91B of Lumen stock for Q2 2022, down 1.2% quarter-over-quarter.
  • 101 funds opened new Lumen positions in Q2 2022 and 60 closed out, a net change of +41 holders.
  • The largest Lumen buyer in Q2 2022 was Morgan Stanley, an estimated $54.4M added.
  • The largest Lumen seller in Q2 2022 was Janus Henderson Group, an estimated $72.3M sold.

Based on aggregated 13F filings for Q2 2022.