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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
BONST
776
Bank of Nova Scotia Trust
Ontario, Canada
-$34K -1,800 Closed
OAM
777
Oppenheimer Asset Management
New York
-$25K -1,303 Closed
DBT
778
Dubuque Bank & Trust
Iowa
-$9K -457 Closed
SIAP
779
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$8K -437 Closed
DSC
780
Duncker Streett & Co
Missouri
-$7K -357 Closed
ZB
781
Zions Bancorporation
Utah
-$6K -341 Closed
MMG
782
Monetary Management Group
Missouri
-$5K -250 Closed
GBBWRPM
783
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$4K -219 Closed
MCIA
784
Mountain Capital Investment Advisors
Colorado
-$4K -186 Closed
OFW
785
Omnia Family Wealth
Florida
-$3K -157 Closed
AP
786
Atwood & Palmer
Missouri
-$2K -118 Closed
MWM
787
Mascoma Wealth Management
New Hampshire
-$2K -107 Closed
TG
788
TLP Group
Illinois
-$1K -69 Closed
WPA
789
West Paces Advisors
Georgia
-$605 -32 Closed
ECM
790
Exchange Capital Management
Michigan
+$17 +1 New
KJWM
791
Kiley Juergens Wealth Management
Washington
+$34 +2 New
LC
792
Landaas & Company
Wisconsin
+$305 +18 New
1IA
793
1834 Investment Advisors
Wisconsin
+$322 +19 New
CTB
794
Country Trust Bank
Illinois
+$390 +23 New
MBT
795
Monroe Bank & Trust
Michigan
+$492 +29 New
FMP
796
Financial Management Professionals
Texas
+$695 +41 +683%
WCAMG
797
Woodard & Company Asset Management Group
North Carolina
+$967 +57 New

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.