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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
LKIM
751
Lawson Kroeker Investment Management
Nebraska
– -$4.03M -552,834 Closed
BAM
752
Blueshift Asset Management
New Jersey
– -$3.74M -514,129 Closed
OBGC
753
O'Brien Greene & Co
Pennsylvania
– -$3.73M -512,322 Closed
EAM
754
Erste Asset Management
Austria
– -$2.43M -395,300 Closed
N
755
Natixis
France
– -$2.69M -368,818 Closed
WI
756
WBI Investments
New Jersey
– -$2.32M -321,238 Closed
CCI
757
Credit Capital Investments
New Jersey
– -$2.22M -304,533 Closed
PHK
758
Point72 Hong Kong
Hong Kong
– -$2.18M -299,378 Closed
AMAL
759
Asset Management Advisors LLC
Oklahoma
– -$2.02M -278,065 Closed
ACM
760
AlphaCrest Capital Management
New York
– -$1.53M -210,403 Closed
ACG
761
Allen Capital Group
Nebraska
– -$1.4M -192,846 Closed
ERIC
762
Eagle Rock Investment Company
Georgia
– -$1.31M -180,459 Closed
TC
763
Trilogy Capital
California
– -$1.24M -169,975 Closed
VRS
764
Virginia Retirement Systems
Virginia
– -$1.12M -154,500 Closed
SO
765
STRS Ohio
Ohio
– -$1.11M -152,520 Closed
DC
766
Davenport & Co
Virginia
– -$943K -129,484 Closed
CIP
767
Cornerstone Investment Partners
Georgia
– -$900K -123,636 Closed
DF
768
Donoghue Forlines
Massachusetts
– -$843K -115,810 Closed
WAM
769
Weiss Asset Management
Massachusetts
– -$776K -106,525 Closed
SFI
770
Susquehanna Fundamental Investments
Pennsylvania
– -$757K -104,000 Closed
FWM
771
Foresight Wealth Management
Utah
– -$702K -96,405 Closed
Natixis Advisors
772
Natixis Advisors
Massachusetts
– -$696K -95,646 Closed
PCC
773
Park Circle Company
Maryland
– -$655K -90,000 Closed
HW
774
Hancock Whitney
Mississippi
– -$590K -81,044 Closed
IMC Chicago
775
IMC Chicago
Illinois
– -$411K -66,841 Closed
29 30
31
32 33

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.