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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
BNP Paribas Asset Management
101
BNP Paribas Asset Management
France
$7.14M +$7.42M +593,325 +367%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$6.92M +$1.15M +91,798 +15%
State of New Jersey Common Pension Fund D
103
State of New Jersey Common Pension Fund D
New Jersey
$6.46M
CSC
104
Cove Street Capital
California
$6.44M -$1.09M -86,868 -11%
Citadel Advisors
105
Citadel Advisors
Florida
$6.41M -$16.4M -1,313,035 -66%
PIC
106
Portland Investment Counsel
Ontario, Canada
$6.31M +$8.34M +667,269 New
Osaic Holdings
107
Osaic Holdings
Arizona
$6.26M +$8.8M +703,530 New
Renaissance Technologies
108
Renaissance Technologies
New York
$6.25M -$11M -879,600 -57%
KS
109
Karpas Strategies
Connecticut
$6.11M +$2.34M +187,365 +41%
Two Sigma Investments
110
Two Sigma Investments
New York
$6.07M +$6.71M +536,446 +512%
KBC Group
111
KBC Group
Belgium
$6.04M -$1.59M -126,832 -17%
SI
112
Stephens Inc
Arkansas
$5.81M -$1.05K -84 -0%
GIA
113
Gateway Investment Advisers
Ohio
$5.78M +$7.47M +597,578 +4,418%
AG
114
Aperio Group
California
$5.71M -$1.59M -126,989 -17%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$5.65M +$2.63M +210,068 +49%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$5.47M +$188K +15,059 +3%
AT
117
AMF Tjänstepension
Sweden
$5.38M +$7.12M +569,241 New
Asset Management One
118
Asset Management One
Japan
$5.38M -$17.4K -1,391 -0.2%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$5.13M +$2.35M +187,900 +53%
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$5.1M -$282K -22,545 -4%
SAM
121
Storebrand Asset Management
Norway
$4.94M +$6.53M +522,246 New
GHAM
122
Gilman Hill Asset Management
Connecticut
$4.82M +$1.66M +132,605 +35%
ACI
123
AMP Capital Investors
Australia
$4.76M +$232K +18,558 +4%
Natixis Advisors
124
Natixis Advisors
Massachusetts
$4.7M +$3.1M +248,225 +100%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$4.54M -$34.5K -2,763 -0.6%

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.