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Lumen
LUMN

714 hedge funds and large institutions have $14.1B invested in Lumen in 2018 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 259 increasing their positions, 256 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more funds holding in top 10

Funds holding in top 10: 22 → 26 (+4)

10% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 84

1% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 256

1% more funds holding

Funds holding: 710 → 714 (+4)

0% less call options, than puts

Call options by funds: $298M | Put options by funds: $299M

5.82% less ownership

Funds ownership: 86.26% → 80.45% (-5.8%)

8% less capital invested

Capital invested by funds: $15.4B → $14.1B (-$1.25B)

Holders
714
Holders Change
+4
Holders Change %
+0.56%
% of All Funds
16.36%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.6%
New
92
Increased
259
Reduced
256
Closed
84
Calls
$298M
Puts
$299M
Net Calls
-$1.01M
Net Calls Change
+$42M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$235M
2
Temasek Holdings
Temasek Holdings
Singapore
+$225M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$122M
4
Norges Bank
Norges Bank
Norway
+$102M
5
Goldman Sachs
Goldman Sachs
New York
+$98.1M

Top Sellers

Rank Fund Capital Flow
1
STT
Singapore Technologies Telemedia
Singapore
-$1.55B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$67.9M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$65.5M
4
N
Natixis
France
-$35.5M
5
State Street
State Street
Massachusetts
-$35.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
776
Simon Quick Advisors
New Jersey
– -$2K -95 Closed
BWP
777
Baldwin Wealth Partners
Massachusetts
– -$2K -94 Closed
MCM
778
Mainstay Capital Management
Michigan
– -$2K -91 Closed
MA
779
MCF Advisors
Kentucky
– -$2K -90 Closed
NR
780
Newfound Research
Massachusetts
– -$1K -75 Closed
PFA
781
Pathway Financial Advisors
Vermont
– -$1K -62 Closed
WCAMG
782
Woodard & Company Asset Management Group
North Carolina
– -$486 -28 -49%
PWM
783
Perigon Wealth Management
California
– +$35 +2 New
NL
784
NVWM LLC
Pennsylvania
– +$69 +4 New
KCPG
785
Kavar Capital Partners Group
Kansas
– +$295 +17 New
OC
786
Oakworth Capital
Alabama
– +$295 +17 New
DWM
787
Destination Wealth Management
California
– +$434 +25 New
28 29 30 31
32

LUMN Hedge Fund Activity: Q1 2018 in Review

714 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2018, worth a combined $14.1B — down 8.1% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new LUMN positions and 84 closed out — a net gain of 8 holders — while 259 added to existing stakes and 256 trimmed.

The largest buyer was BlackRock, adding an estimated $235M. The largest seller was Singapore Technologies Telemedia, exiting entirely with an estimated $1.55B sold.

  • 714 institutional investors held Lumen (LUMN) as of Q1 2018, up from 710 in Q4 2017.
  • Funds reported $14.1B of Lumen stock for Q1 2018, down 8.1% quarter-over-quarter.
  • 92 funds opened new Lumen positions in Q1 2018 and 84 closed out, a net change of +8 holders.
  • The largest Lumen buyer in Q1 2018 was BlackRock, an estimated $235M added.
  • The largest Lumen seller in Q1 2018 was Singapore Technologies Telemedia, an estimated $1.55B sold.

Based on aggregated 13F filings for Q1 2018.