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Lumen
LUMN

753 hedge funds and large institutions have $4.16B invested in Lumen in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 218 increasing their positions, 278 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $126M | Put options by funds: $96.8M

5% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 128

1.14% less ownership

Funds ownership: 79.88% → 78.74% (-1.1%)

3% less funds holding

Funds holding: 778 → 753 (-25)

22% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 278

31% less capital invested

Capital invested by funds: $6B → $4.16B (-$1.83B)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
753
Holders Change
-25
Holders Change %
-3.21%
% of All Funds
12.1%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
121
Increased
218
Reduced
278
Closed
128
Calls
$126M
Puts
$96.8M
Net Calls
+$29.7M
Net Calls Change
+$78.2M

Top Buyers

1
Invesco
Invesco
Georgia
+$174M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$98.3M
3
Renaissance Technologies
Renaissance Technologies
New York
+$74.9M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$74.1M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$70.6M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
-$246M
2
BlackRock
BlackRock
New York
-$118M
3
SAM
Southeastern Asset Management
Tennessee
-$115M
4
Morgan Stanley
Morgan Stanley
New York
-$62.2M
5
State Street
State Street
Massachusetts
-$49.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
726
Tradewinds Capital Management
Washington
$94 – – –
CWC
727
Carolinas Wealth Consulting
North Carolina
$93 – – –
MYAM
728
Meiji Yasuda Asset Management
Japan
$71 -$31.3K -5,100 -27%
AIC
729
Archer Investment Corporation
Indiana
$68 +$12 +2 +18%
RWPA
730
Richard W. Paul & Associates
Michigan
$68 +$80 +13 New
MFT
731
Moisand Fitzgerald Tamayo
Florida
$63 – – –
National Pension Service
732
National Pension Service
South Korea
$63 – – –
ATC
733
Adirondack Trust Company
New York
$62 – – –
WA
734
WestEnd Advisors
North Carolina
$52 – – –
CPG
735
Cornerstone Planning Group
New Jersey
$51 +$61 +10 New
HI
736
Hoey Investments
Pennsylvania
$47 – – –
TAM
737
Tucker Asset Management
Colorado
$42 +$49 +8 New
Credit Agricole
738
Credit Agricole
France
$31 – – –
CM
739
Cornerstone Management
Georgia
$27 – – –
NL
740
NVWM LLC
Pennsylvania
$26 – – –
FGAM
741
Financial Gravity Asset Management
Texas
$16 +$31 +5 New
BA
742
Bellwether Advisors
Nebraska
$15 – – –
AWM
743
AllSquare Wealth Management
New York
$5 – – –
CTA
744
Colonial Trust Advisors
South Carolina
$5 +$6 +1 New
RFG
745
RFP Financial Group
Georgia
$5 +$6 +1 New
Qube Research & Technologies (QRT)
746
Qube Research & Technologies (QRT)
United Kingdom
– -$15.7M -2,153,394 Closed
AT
747
AMF Tjänstepension
Sweden
– -$12.4M -1,696,669 Closed
BNP Paribas Financial Markets
748
BNP Paribas Financial Markets
France
– -$9.31M -1,278,512 Closed
Balyasny Asset Management
749
Balyasny Asset Management
Illinois
– -$5.37M -737,107 Closed
RPI
750
Railway Pension Investments
United Kingdom
– -$4.55M -624,800 Closed
28 29
30
31 32

LUMN Hedge Fund Activity: Q4 2022 in Review

753 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2022, worth a combined $4.16B — down 31% from $6B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of LUMN and 121 opened new positions — a net loss of 7 holders — while 278 trimmed existing stakes and 218 added.

The largest buyer was Invesco, adding an estimated $174M. The largest seller was Temasek Holdings, cutting an estimated $246M.

  • 753 institutional investors held Lumen (LUMN) as of Q4 2022, down from 778 in Q3 2022.
  • Funds reported $4.16B of Lumen stock for Q4 2022, down 31% quarter-over-quarter.
  • 121 funds opened new Lumen positions in Q4 2022 and 128 closed out, a net change of -7 holders.
  • The largest Lumen buyer in Q4 2022 was Invesco, an estimated $174M added.
  • The largest Lumen seller in Q4 2022 was Temasek Holdings, an estimated $246M sold.

Based on aggregated 13F filings for Q4 2022.