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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
PK
751
Pflug Koory
Nebraska
$1K -$1.05K -94 -56%
APC
752
Aspire Private Capital
North Carolina
$1K
FMP
753
Financial Management Professionals
Texas
$1K
FBT
754
First Bank & Trust
South Dakota
$1K
FNBOSM
755
First National Bank of South Miami
Florida
$1K
GWMIA
756
Global Wealth Management Investment Advisory
Florida
$1K
JFA
757
JNBA Financial Advisors
Minnesota
$1K
SC
758
Sierra Capital
Florida
$1K
TFM
759
TFC Financial Management
Massachusetts
$1K
VRM
760
Vectors Research Management
New York
$1K
TFA
761
Transamerica Financial Advisors
Florida
$1K +$11 +1 New
WAS
762
Winch Advisory Services
Wisconsin
$1K +$22 +2 +2%
MCM
763
MV Capital Management
Maryland
$1K +$135 +12 +24%
GAG
764
Goodman Advisory Group
Massachusetts
$1K +$527 +47 New
TAIM
765
TD Ameritrade Investment Management
Nebraska
$1K +$539 +48 New
BHWM
766
Bay Harbor Wealth Management
Maryland
$1K +$561 +50 New
Jones Financial Companies
767
Jones Financial Companies
Missouri
$1K +$584 +52 New
WOSD
768
WFA of San Diego
California
$1K +$741 +66 New
BWM
769
Baystate Wealth Management
Massachusetts
$1K +$797 +71 +592%
BSB
770
Bangor Savings Bank
Maine
$1K +$1.09K +97 New
RA
771
Rise Advisors
New York
$1K +$1.38K +123 New
IAIM
772
International Assets Investment Management
Florida
$208 +$295K +26,323 New
WA
773
WestEnd Advisors
North Carolina
$152 +$157 +14 New
AIC
774
Archer Investment Corporation
Indiana
$120
BCWM
775
Bartlett & Co Wealth Management
Ohio
$65

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.