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710 hedge funds and large institutions have $15.4B invested in Lumen in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 332 increasing their positions, 145 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more funds holding in top 10

Funds holding in top 10: 722 (+15)

129% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 145

98% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 92

81% more capital invested

Capital invested by funds: $8.51B → $15.4B (+$6.87B)

14% more funds holding

Funds holding: 625710 (+85)

4.38% more ownership

Funds ownership: 81.88%86.26% (+4.4%)

10% less call options, than puts

Call options by funds: $410M | Put options by funds: $453M

Holders
710
Holders Change
+85
Holders Change %
+13.6%
% of All Funds
16.1%
Holding in Top 10
22
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+214.29%
% of All Funds
0.5%
New
182
Increased
332
Reduced
145
Closed
92
Calls
$410M
Puts
$453M
Net Calls
-$43M
Net Calls Change
+$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
751
Cambria Investment Management
California
-$347K -18,382 Closed
CT
752
Coastline Trust
Rhode Island
-$322K -17,070 Closed
CANY
753
Caxton Associates (New York)
New York
-$308K -16,300 Closed
CCM
754
Catawba Capital Management
Virginia
-$306K -16,204 Closed
ICOA
755
Investment Centers of America
North Dakota
-$309K -15,996 Closed
SI
756
SII Investments
Wisconsin
-$281K -14,945 Closed
AAM
757
American Asset Management
Florida
-$247K -13,050 Closed
NPC
758
National Planning Corporation
California
-$233K -12,307 Closed
GH
759
GAM Holding
Switzerland
-$227K -12,000 Closed
MC
760
Moors & Cabot
Massachusetts
-$223K -11,776 Closed
WG
761
Winton Group
United Kingdom
-$222K -11,721 Closed
WPC
762
Waters Parkerson & Co
Louisiana
-$220K -11,650 Closed
KA
763
Kovack Advisors
Florida
-$216K -11,447 Closed
RC
764
RBO & Co
California
-$203K -10,757 Closed
IH
765
IFC Holdings
Florida
-$201K -10,637 Closed
SMH
766
Sanders Morris Harris
Texas
-$200K -10,620 Closed
WSC
767
Wellington Shields & Co
New York
-$196K -10,348 Closed
IT
768
Independence Trust
Tennessee
-$189K -10,000 Closed
UR
769
USCA RIA
Texas
-$205K -8,580 Closed
TA
770
Tiedemann Advisors
New York
-$218K -7,944 Closed
BGC
771
Blue Granite Capital
South Carolina
-$136K -7,171 Closed
NIMI
772
Natixis Investment Managers International
France
-$122K -6,445 Closed
SIM
773
Sonora Investment Management
Arizona
-$56.9K -3,009 Closed
CCS
774
Crosspoint Capital Strategies
California
-$42K -2,210 Closed
IUHSA
775
Itau Unibanco Holding S.A.
Brazil
-$113K -1,886 Closed

LUMN Hedge Fund Activity: Q4 2017 in Review

710 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2017, worth a combined $15.4B — up 81% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new LUMN positions and 92 closed out — a net gain of 90 holders — while 332 added to existing stakes and 145 trimmed.

The largest buyer was Singapore Technologies Telemedia, opening a new position worth an estimated $1.58B. The largest seller was Corvex Management, exiting entirely with an estimated $370M sold.

  • 710 institutional investors held Lumen (LUMN) as of Q4 2017, up from 625 in Q3 2017.
  • Funds reported $15.4B of Lumen stock for Q4 2017, up 81% quarter-over-quarter.
  • 182 funds opened new Lumen positions in Q4 2017 and 92 closed out, a net change of +90 holders.
  • The largest Lumen buyer in Q4 2017 was Singapore Technologies Telemedia, an estimated $1.58B added.
  • The largest Lumen seller in Q4 2017 was Corvex Management, an estimated $370M sold.

Based on aggregated 13F filings for Q4 2017.