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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
AFS
851
Annapolis Financial Services
Maryland
– -$14K -1,901 Closed
EW
852
Evoke Wealth
California
– -$10K -1,331 Closed
SWA
853
Sutton Wealth Advisors
Florida
– -$6.04K -830 Closed
MCM
854
MV Capital Management
Maryland
– -$5K -623 Closed
HI
855
Hudock Inc
Pennsylvania
– -$4K -622 Closed
CFO
856
CVA Family Office
Colorado
– -$3K -470 Closed
MA
857
MCF Advisors
Kentucky
– -$3K -407 Closed
EC
858
EdgeRock Capital
Colorado
– -$3K -395 Closed
CA
859
Clearstead Advisors
Ohio
– -$3K -352 Closed
EIP
860
Ellis Investment Partners
Pennsylvania
– -$1K -265 Closed
ACM
861
Antonetti Capital Management
Florida
– -$2K -232 Closed
CWA
862
Clearview Wealth Advisors
Oregon
– -$1K -192 Closed
NSB
863
Norway Savings Bank
Maine
– -$1K -185 Closed
VCM
864
Vigilant Capital Management
Maine
– -$1K -182 Closed
BCA
865
Bray Capital Advisors
Florida
– -$1K -162 Closed
SC
866
Sierra Capital
Florida
– -$1K -128 Closed
BCWM
867
Bartlett & Co Wealth Management
Ohio
– -$44 -6 Closed
PPWM
868
PFG Private Wealth Management
Florida
– +$436 +71 New
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.