We are live on ! Find out more

710 hedge funds and large institutions have $15.4B invested in Lumen in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 332 increasing their positions, 145 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more funds holding in top 10

Funds holding in top 10: 722 (+15)

129% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 145

98% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 92

81% more capital invested

Capital invested by funds: $8.51B → $15.4B (+$6.87B)

14% more funds holding

Funds holding: 625710 (+85)

4.38% more ownership

Funds ownership: 81.88%86.26% (+4.4%)

10% less call options, than puts

Call options by funds: $410M | Put options by funds: $453M

Holders
710
Holders Change
+85
Holders Change %
+13.6%
% of All Funds
16.1%
Holding in Top 10
22
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+214.29%
% of All Funds
0.5%
New
182
Increased
332
Reduced
145
Closed
92
Calls
$410M
Puts
$453M
Net Calls
-$43M
Net Calls Change
+$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
H
76
Hexavest
Quebec, Canada
$24.8M +$222K +13,110 +0.9%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$24.5M +$10.6M +623,475 +74%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$24.2M +$8.19M +483,062 +50%
FFH
79
Fairfax Financial Holdings
Ontario, Canada
$23.8M +$24.2M +1,425,000 New
DF
80
Donoghue Forlines
Massachusetts
$23M +$6.48M +382,440 +38%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$22.9M +$23.3M +1,374,139 New
PP
82
Prudential plc
United Kingdom
$21.8M +$14M +828,101 +174%
CA
83
CapWealth Advisors
Tennessee
$21.7M +$16.6M +980,112 +306%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$21.3M +$6.52M +384,619 +43%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$21M +$18.5M +1,093,953 +657%
GAM
86
Gotham Asset Management
New York
$20.9M +$964K +56,860 +5%
OSAM
87
O'Shaughnessy Asset Management
Connecticut
$20.8M -$35.9M -2,116,949 -63%
AAM
88
Advisors Asset Management
Colorado
$20.1M +$895K +52,768 +5%
CEI
89
Clark Estates Inc
New York
$20M +$10.2M +600,000 +100%
Allianz Asset Management
90
Allianz Asset Management
Germany
$19.6M -$9.28M -547,223 -32%
National Pension Service
91
National Pension Service
South Korea
$19.2M +$9.03M +532,413 +86%
1832 Asset Management
92
1832 Asset Management
Ontario, Canada
$18.7M +$8.42M +496,815 +79%
TD Asset Management
93
TD Asset Management
Ontario, Canada
$18.7M -$23.8M -1,403,261 -56%
FFA
94
First Foundation Advisors
California
$18.6M +$15.5M +913,000 +446%
SFM
95
Soros Fund Management
New York
$18.4M +$9.53M +562,325 +104%
Stifel Financial
96
Stifel Financial
Missouri
$18.4M +$8.71M +513,444 +87%
USAA
97
United Services Automobile Association
Texas
$18.3M +$3.76M +222,011 +25%
LDB
98
Lee, Danner & Bass
Tennessee
$17.7M +$18M +1,063,388 New
ACM
99
Ailanthus Capital Management
New York
$17.1M +$17.4M +1,027,956 New
US Bancorp
100
US Bancorp
Minnesota
$16.6M +$15.3M +900,455 +928%

LUMN Hedge Fund Activity: Q4 2017 in Review

710 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2017, worth a combined $15.4B — up 81% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new LUMN positions and 92 closed out — a net gain of 90 holders — while 332 added to existing stakes and 145 trimmed.

The largest buyer was Singapore Technologies Telemedia, opening a new position worth an estimated $1.58B. The largest seller was Corvex Management, exiting entirely with an estimated $370M sold.

  • 710 institutional investors held Lumen (LUMN) as of Q4 2017, up from 625 in Q3 2017.
  • Funds reported $15.4B of Lumen stock for Q4 2017, up 81% quarter-over-quarter.
  • 182 funds opened new Lumen positions in Q4 2017 and 92 closed out, a net change of +90 holders.
  • The largest Lumen buyer in Q4 2017 was Singapore Technologies Telemedia, an estimated $1.58B added.
  • The largest Lumen seller in Q4 2017 was Corvex Management, an estimated $370M sold.

Based on aggregated 13F filings for Q4 2017.