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691 hedge funds and large institutions have $8.12B invested in Lumen in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 248 increasing their positions, 258 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.87% more ownership

Funds ownership: 77.91%78.79% (+0.87%)

4% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 258

4% less funds holding

Funds holding: 721691 (-30)

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 97

28% less capital invested

Capital invested by funds: $11.2B → $8.12B (-$3.11B)

62% less call options, than puts

Call options by funds: $68.6M | Put options by funds: $179M

Holders
691
Holders Change
-30
Holders Change %
-4.16%
% of All Funds
15.23%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
76
Increased
248
Reduced
258
Closed
97
Calls
$68.6M
Puts
$179M
Net Calls
-$110M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$11.8M +$3.02M +241,875 +24%
AAM
77
Advisors Asset Management
Colorado
$11.7M -$898K -71,843 -5%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$11.7M +$831K +66,473 +6%
SRF
79
Silver Rock Financial
California
$11.6M +$540K +43,180 +4%
JVBC
80
J.V. Bruni & Co
Colorado
$11.5M +$2.03M +162,546 +15%
Toronto Dominion Bank
81
Toronto Dominion Bank
Ontario, Canada
$11.1M +$1.92M +153,381 +15%
Los Angeles Capital Management
82
Los Angeles Capital Management
California
$10.9M -$8.44M -674,644 -37%
Squarepoint
83
Squarepoint
New York
$10.8M +$14.2M +1,138,120 New
MGIM
84
M&G Investment Management
United Kingdom
$10.5M -$128K -10,227 -0.9%
LDB
85
Lee, Danner & Bass
Tennessee
$10.5M -$115K -9,161 -0.8%
Ameriprise
86
Ameriprise
Minnesota
$10.3M -$459K -36,714 -3%
SAA
87
Southeast Asset Advisors
Georgia
$9.55M -$2.55M -203,562 -17%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$9.39M +$518K +41,435 +4%
CWM
89
CIBC World Markets
New York
$9.1M -$1.93M -154,503 -14%
RPA
90
Rock Point Advisors
Vermont
$9.06M -$1.58M -126,425 -12%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$8.9M -$4.51M -360,318 -28%
Caisse de Depot et Placement du Quebec (CDPQ)
92
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.49M +$3.67M +293,400 +49%
SLAM
93
Swiss Life Asset Management
$8.29M +$1.89M +150,820 +21%
Chevy Chase Trust
94
Chevy Chase Trust
Maryland
$7.89M +$177K +14,172 +2%
FFA
95
First Foundation Advisors
California
$7.82M +$198K +15,862 +2%
HP
96
Hosking Partners
United Kingdom
$7.78M -$306K -24,449 -3%
PL
97
Parkwood LLC
Ohio
$7.64M +$545K +43,626 +6%
Allianz Asset Management
98
Allianz Asset Management
Germany
$7.59M +$69.9K +5,593 +0.7%
Parallax Volatility Advisers
99
Parallax Volatility Advisers
California
$7.25M +$6.42M +513,438 +203%
Aberdeen Group
100
Aberdeen Group
United Kingdom
$7.24M +$970K +77,610 +11%

LUMN Hedge Fund Activity: Q1 2020 in Review

691 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2020, worth a combined $8.12B — down 28% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LUMN and 76 opened new positions — a net loss of 21 holders — while 258 trimmed existing stakes and 248 added.

The largest buyer was Citigroup, adding an estimated $114M. The largest seller was Southeastern Asset Management, cutting an estimated $54.7M.

  • 691 institutional investors held Lumen (LUMN) as of Q1 2020, down from 721 in Q4 2019.
  • Funds reported $8.12B of Lumen stock for Q1 2020, down 28% quarter-over-quarter.
  • 76 funds opened new Lumen positions in Q1 2020 and 97 closed out, a net change of -21 holders.
  • The largest Lumen buyer in Q1 2020 was Citigroup, an estimated $114M added.
  • The largest Lumen seller in Q1 2020 was Southeastern Asset Management, an estimated $54.7M sold.

Based on aggregated 13F filings for Q1 2020.