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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
ESCM
826
Echo Street Capital Management
New York
– -$94K -12,969 Closed
FB
827
First Bancorp
Maine
– -$92K -12,598 Closed
MWM
828
Meridian Wealth Management
Kentucky
– -$89K -12,243 Closed
CIP
829
Convergence Investment Partners
Florida
– -$88K -12,107 Closed
NICM
830
Neo Ivy Capital Management
New York
– -$87K -12,001 Closed
V
831
Veritable
Delaware
– -$82K -11,258 Closed
OTL
832
Oak Thistle LLC
New York
– -$81K -11,075 Closed
VBFP
833
Valtinson Bruner Financial Planning
Minnesota
– -$80K -11,013 Closed
FAFN
834
First Affirmative Financial Network
Colorado
– -$79K -10,836 Closed
KCM
835
Kathmere Capital Management
Pennsylvania
– -$79K -10,794 Closed
PCS
836
Personal CFO Solutions
New Jersey
– -$78K -10,763 Closed
DS
837
DRW Securities
Illinois
– -$78K -10,762 Closed
RPCA
838
Running Point Capital Advisors
California
– -$78K -10,741 Closed
ADMI
839
Albert D. Mason Inc
Massachusetts
– -$77K -10,560 Closed
VT
840
Vise Technologies
New York
– -$76K -10,494 Closed
SBF
841
Sara-Bay Financial
Florida
– -$53K -7,272 Closed
TPCW
842
TD Private Client Wealth
New York
– -$51.7K -7,097 Closed
HR
843
Howe & Rusling
New York
– -$34K -4,699 Closed
HGERS
844
Householder Group Estate & Retirement Specialist
Arizona
– -$32K -4,402 Closed
SIM
845
Sentry Investment Management
Wisconsin
– -$31K -4,293 Closed
GWSG
846
GPS Wealth Strategies Group
Colorado
– -$30K -4,151 Closed
VFIC
847
Valley Forge Investment Consultants
Pennsylvania
– -$25K -3,500 Closed
AIM
848
Axiom Investment Management
New York
– -$20K -2,700 Closed
SWM
849
Selective Wealth Management
Virginia
– -$17K -2,285 Closed
MMG
850
Monetary Management Group
Missouri
– -$15K -2,000 Closed
31 32 33
34
35

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.