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805 hedge funds and large institutions have $8.91B invested in Lumen in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 322 increasing their positions, 228 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 60

41% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 228

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 778805 (+27)

0.8% more ownership

Funds ownership: 78.64%79.43% (+0.8%)

1% less capital invested

Capital invested by funds: $9.02B → $8.91B (-$110M)

29% less call options, than puts

Call options by funds: $186M | Put options by funds: $263M

Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.56%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
101
Increased
322
Reduced
228
Closed
60
Calls
$186M
Puts
$263M
Net Calls
-$77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.5M +$315K +28,030 +2%
Jacobs Levy Equity Management
77
Jacobs Levy Equity Management
New Jersey
$13.4M +$661K +58,864 +5%
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$13.3M -$1.13M -100,863 -8%
Citigroup
79
Citigroup
New York
$13.2M -$474K -42,260 -3%
Squarepoint
80
Squarepoint
New York
$13.1M +$3.11M +277,166 +30%
Principal Financial Group
81
Principal Financial Group
Iowa
$12.9M +$411K +36,634 +3%
Ameriprise
82
Ameriprise
Minnesota
$12.6M -$5.07M -451,580 -28%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$12.1M +$370 +33 +0%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$12.1M -$1.25M -111,149 -9%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$12.1M +$5.96M +531,363 +93%
AAM
86
Advisors Asset Management
Colorado
$11.8M +$565K +50,354 +5%
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$11.5M +$34.6K +3,079 +0.3%
GF
88
Gabelli Funds
New York
$10.8M -$365K -32,500 -3%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$10.6M +$67.3K +6,000 +0.6%
RPA
90
Rock Point Advisors
Vermont
$10.3M -$268K -23,890 -2%
Ensign Peak Advisors
91
Ensign Peak Advisors
Utah
$10.3M +$1.75M +155,795 +20%
LDB
92
Lee, Danner & Bass
Tennessee
$10.2M -$44.9K -4,000 -0.4%
SI
93
Stephens Inc
Arkansas
$10.2M -$569K -50,700 -5%
KS
94
Karpas Strategies
Connecticut
$9.95M +$1.3M +116,155 +15%
SAM
95
Storebrand Asset Management
Norway
$9.86M +$2.5M +222,890 +33%
Axa
96
Axa
France
$9.71M -$1.01M -89,763 -9%
AWM
97
AE Wealth Management
Kansas
$9.55M +$3.61M +321,771 +58%
GHAM
98
Gilman Hill Asset Management
Connecticut
$9.25M +$1.3M +115,810 +16%
Osaic Holdings
99
Osaic Holdings
Arizona
$9.23M -$367K -32,680 -4%
CSC
100
Cove Street Capital
California
$8.92M -$2.38M -212,450 -21%

LUMN Hedge Fund Activity: Q2 2022 in Review

805 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2022, worth a combined $8.91B — down 1.2% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new LUMN positions and 60 closed out — a net gain of 41 holders — while 322 added to existing stakes and 228 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.4M. The largest seller was Janus Henderson Group, cutting an estimated $72.3M.

  • 805 institutional investors held Lumen (LUMN) as of Q2 2022, up from 778 in Q1 2022.
  • Funds reported $8.91B of Lumen stock for Q2 2022, down 1.2% quarter-over-quarter.
  • 101 funds opened new Lumen positions in Q2 2022 and 60 closed out, a net change of +41 holders.
  • The largest Lumen buyer in Q2 2022 was Morgan Stanley, an estimated $54.4M added.
  • The largest Lumen seller in Q2 2022 was Janus Henderson Group, an estimated $72.3M sold.

Based on aggregated 13F filings for Q2 2022.