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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
MYLI
776
Meiji Yasuda Life Insurance
Japan
– -$473K -65,034 Closed
BF
777
BOK Financial
Oklahoma
– -$427K -58,741 Closed
AC
778
Allstate Corporation
Illinois
– -$379K -52,099 Closed
MAM
779
Meeder Asset Management
Ohio
– -$368K -50,475 Closed
ICP
780
Interchange Capital Partners
Pennsylvania
– -$300K -41,332 Closed
CIM
781
Contravisory Investment Management
Massachusetts
– -$296K -40,621 Closed
BC
782
Bridgefront Capital
Texas
– -$268K -36,846 Closed
SF
783
Symphony Financial
Texas
– -$267K -36,153 Closed
USAA
784
United Services Automobile Association
Texas
– -$245K -33,739 Closed
WWM
785
Western Wealth Management
Colorado
– -$244K -33,432 Closed
KA
786
Kintegral Advisory
New York
– -$242K -33,296 Closed
ICA
787
Infrastructure Capital Advisors
New York
– -$241K -33,099 Closed
HGWM
788
Horst & Graben Wealth Management
Oregon
– -$231K -31,740 Closed
AB
789
Atlas Brown
Kentucky
– -$194K -26,669 Closed
SAM
790
Shell Asset Management
Netherlands
– -$192K -26,311 Closed
QI
791
Qtron Investments
Massachusetts
– -$185K -25,453 Closed
GWM
792
Gitterman Wealth Management
New Jersey
– -$183K -24,973 Closed
RDWM
793
Red Door Wealth Management
Tennessee
– -$179K -24,681 Closed
SEC
794
Seven Eight Capital
New York
– -$178K -24,503 Closed
LSAG
795
Lake Street Advisors Group
New Hampshire
– -$175K -23,999 Closed
Lido Advisors
796
Lido Advisors
California
– -$160K -22,041 Closed
CIBC World Market
797
CIBC World Market
Ontario, Canada
– -$156K -21,408 Closed
TF
798
TIAA FSB
Florida
– -$154K -21,196 Closed
CI
799
CPR Investments
Michigan
– -$153K -21,058 Closed
WP
800
WMS Partners
Maryland
– -$153K -21,042 Closed
30 31
32
33 34

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.