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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
KA
801
Kovack Advisors
Florida
-$159K -14,132 Closed
NICM
802
Neo Ivy Capital Management
New York
-$152K -13,406 Closed
CGL
803
Clarius Group LLC
Washington
-$158K -12,593 Closed
SS
804
Simplicity Solutions
Minnesota
-$141K -12,519 Closed
SMC
805
S. Muoio & Co
New York
-$138K -12,250 Closed
LNWWM
806
Laird Norton Wetherby Wealth Management
California
-$133K -11,830 Closed
DAS
807
Dynamic Advisor Solutions
Arizona
-$127K -11,257 Closed
XF
808
XML Financial
Maryland
-$117K -10,420 Closed
DIM
809
DC Investments Management
Virginia
-$117K -10,411 Closed
Walleye Trading
810
Walleye Trading
New York
-$110K -9,790 Closed
HF
811
Halpern Financial
Virginia
-$58.9K -5,222 Closed
AIL
812
AGF Investments LLC
Ontario, Canada
-$40K -3,582 Closed
BFC
813
Bedel Financial Consulting
Indiana
-$39K -3,424 Closed
TCM
814
Tradewinds Capital Management
Washington
-$33K -2,939 -99%
CC
815
Commons Capital
Massachusetts
-$29K -2,581 Closed
T
816
TCWP
Ohio
-$27K -2,430 Closed
LAS
817
Lloyd Advisory Services
Georgia
-$26K -2,314 Closed
CG
818
Cutler Group
California
-$22.9K -2,042 Closed
AW
819
Alaethes Wealth
Nevada
-$10K -891 Closed
FCMA
820
Foresight Capital Management Advisors
Michigan
-$8K -708 Closed
RFWA
821
RPg Family Wealth Advisory
Massachusetts
-$5.17K -459 Closed
CI
822
Cordant Inc
Oregon
-$4K -371 Closed
TIM
823
Tevis Investment Management
Texas
-$4K -370 Closed
MAM
824
McCarthy Asset Management
California
-$3K -250 Closed
TFO
825
Tarbox Family Office
California
-$2K -207 Closed

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.