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719 hedge funds and large institutions have $11.4B invested in Lumen in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 272 increasing their positions, 217 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 217

22% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 78

2% more funds holding

Funds holding: 707719 (+12)

4% more capital invested

Capital invested by funds: $11B → $11.4B (+$405M)

0.87% more ownership

Funds ownership: 75.38%76.26% (+0.87%)

1% more call options, than puts

Call options by funds: $190M | Put options by funds: $189M

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
719
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
12.52%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
95
Increased
272
Reduced
217
Closed
78
Calls
$190M
Puts
$189M
Net Calls
+$1.42M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
76
Churchill Management
California
$15.6M +$3.96M +286,777 +33%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$15.5M -$1.13M -82,033 -7%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$15.3M +$807K +58,456 +5%
CA
79
CapWealth Advisors
Tennessee
$14.6M +$876K +63,466 +6%
WCM
80
Wedge Capital Management
North Carolina
$14.5M +$1M +72,691 +7%
CSC
81
Cove Street Capital
California
$13.9M -$6.34M -459,288 -31%
AAM
82
Advisors Asset Management
Colorado
$13.7M +$368K +26,649 +3%
Osaic Holdings
83
Osaic Holdings
Arizona
$13.3M +$875K +63,437 +7%
Ameriprise
84
Ameriprise
Minnesota
$13.3M -$936K -67,850 -6%
RPA
85
Rock Point Advisors
Vermont
$13.3M -$1.06M -77,130 -7%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$13.2M +$130K +9,446 +1%
LDB
87
Lee, Danner & Bass
Tennessee
$13.1M -$63.5K -4,602 -0.5%
Skandinaviska Enskilda Banken (SEB)
88
Skandinaviska Enskilda Banken (SEB)
Sweden
$12.9M +$9.76M +706,983 +291%
Jacobs Levy Equity Management
89
Jacobs Levy Equity Management
New Jersey
$12.8M +$13M +942,279 New
PL
90
Parkwood LLC
Ohio
$12.2M -$1.53M -110,966 -11%
SI
91
Stephens Inc
Arkansas
$11.9M +$3.21M +232,997 +36%
Pacer Advisors
92
Pacer Advisors
Pennsylvania
$11.6M +$11M +800,818 +1,448%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$11.6M -$2.1M -152,520 -15%
JVBC
94
J.V. Bruni & Co
Colorado
$11.5M -$9.37M -679,047 -45%
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$11.5M +$11.7M +846,484 New
SFI
96
Susquehanna Fundamental Investments
Pennsylvania
$11.3M -$7.19M -520,993 -38%
OPERF
97
Oregon Public Employees Retirement Fund
Oregon
$11.1M +$250K +18,097 +2%
SAA
98
Southeast Asset Advisors
Georgia
$10.9M +$29.7K +2,156 +0.3%
VDBMI
99
Van Den Berg Management I
Texas
$10.7M +$10.3M +748,913 +1,787%
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
$10.6M +$785K +56,869 +8%