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Lumen
LUMN

691 hedge funds and large institutions have $8.12B invested in Lumen in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 248 increasing their positions, 258 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

0.87% more ownership

Funds ownership: 77.91% → 78.79% (+0.87%)

4% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 258

4% less funds holding

Funds holding: 721 → 691 (-30)

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 97

28% less capital invested

Capital invested by funds: $11.2B → $8.12B (-$3.11B)

62% less call options, than puts

Call options by funds: $68.6M | Put options by funds: $179M

Holders
691
Holders Change
-30
Holders Change %
-4.16%
% of All Funds
15.23%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
76
Increased
248
Reduced
258
Closed
97
Calls
$68.6M
Puts
$179M
Net Calls
-$110M
Net Calls Change
+$102M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$114M
2
PP
Prudential plc
United Kingdom
+$74.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$69.7M
4
Man Group
Man Group
United Kingdom
+$40.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$40.4M

Top Sellers

Rank Fund Capital Flow
1
SAM
Southeastern Asset Management
Tennessee
-$54.7M
2
AIG
American International Group
New York
-$32.7M
3
N
Nuveen
North Carolina
-$28.2M
4
Millennium Management
Millennium Management
New York
-$28.1M
5
N
Natixis
France
-$23.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
751
Clear Harbor Asset Management
Connecticut
– -$1.32K -100 Closed
THWM
752
Taylor Hoffman Wealth Management
Virginia
– -$1K -82 Closed
FCB
753
First Command Bank
Texas
– -$1K -66 Closed
FCFS
754
First Command Financial Services
Texas
– -$1K -66 Closed
FPFS
755
First Personal Financial Services
North Carolina
– -$1K -61 Closed
CAC
756
Certified Advisory Corp
Florida
– -$625 -50 -89%
WCG
757
Weaver Consulting Group
California
– -$225 -18 -78%
Credit Agricole
758
Credit Agricole
France
– -$100 -8 -57%
CA
759
Centerpoint Advisors
Massachusetts
– +$13 +1 +3%
HI
760
Hudock Inc
Pennsylvania
– +$13 +1 +5%
DTIM
761
Danda Trouve Investment Management
Kansas
– +$25 +2 New
MCM
762
McMillion Capital Management
North Carolina
– +$38 +3 New
HI
763
Hoey Investments
Pennsylvania
– +$113 +9 New
BWM
764
Baystate Wealth Management
Massachusetts
– +$138 +11 New
SMH
765
Sanders Morris Harris
Texas
– +$22.1K +1,767 +10%
27 28 29 30
31

LUMN Hedge Fund Activity: Q1 2020 in Review

691 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2020, worth a combined $8.12B — down 28% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LUMN and 76 opened new positions — a net loss of 21 holders — while 258 trimmed existing stakes and 248 added.

The largest buyer was Citigroup, adding an estimated $114M. The largest seller was Southeastern Asset Management, cutting an estimated $54.7M.

  • 691 institutional investors held Lumen (LUMN) as of Q1 2020, down from 721 in Q4 2019.
  • Funds reported $8.12B of Lumen stock for Q1 2020, down 28% quarter-over-quarter.
  • 76 funds opened new Lumen positions in Q1 2020 and 97 closed out, a net change of -21 holders.
  • The largest Lumen buyer in Q1 2020 was Citigroup, an estimated $114M added.
  • The largest Lumen seller in Q1 2020 was Southeastern Asset Management, an estimated $54.7M sold.

Based on aggregated 13F filings for Q1 2020.