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Lumen
LUMN

707 hedge funds and large institutions have $11B invested in Lumen in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 230 increasing their positions, 241 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $8.23B → $11B (+$2.79B)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

8% more call options, than puts

Call options by funds: $160M | Put options by funds: $148M

8% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 116

1% more funds holding

Funds holding: 703 → 707 (+4)

5% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 241

1.17% less ownership

Funds ownership: 76.55% → 75.38% (-1.2%)

Holders
707
Holders Change
+4
Holders Change %
+0.57%
% of All Funds
12.41%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
125
Increased
230
Reduced
241
Closed
116
Calls
$160M
Puts
$148M
Net Calls
+$12.1M
Net Calls Change
+$45.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$57.1M
2
BlackRock
BlackRock
New York
+$57.1M
3
N
Nuveen
North Carolina
+$48.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$25.2M
5
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
+$24.3M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$50M
2
UBS AM
UBS AM
Illinois
-$45.5M
3
SAM
Southeastern Asset Management
Tennessee
-$37.1M
4
Barclays
Barclays
United Kingdom
-$36.4M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$34.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$10.8M +$189K +15,253 +2%
SAA
102
Southeast Asset Advisors
Georgia
$10.7M -$147K -11,815 -1%
ACI
103
AMP Capital Investors
Australia
$10.7M +$1.51M +121,300 +18%
OPERF
104
Oregon Public Employees Retirement Fund
Oregon
$10.7M +$91K +7,330 +0.9%
Asset Management One
105
Asset Management One
Japan
$10.6M +$10.7K +858 +0.1%
TD Asset Management
106
TD Asset Management
Ontario, Canada
$10.6M +$5.52M +444,657 +128%
FFA
107
First Foundation Advisors
California
$10.5M -$477K -38,439 -5%
Millennium Management
108
Millennium Management
New York
$10.2M -$25.8M -2,073,688 -73%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$10.1M -$563K -45,350 -5%
Victory Capital Management
110
Victory Capital Management
Texas
$10.1M -$11.6M -930,870 -55%
AL
111
AJO LP
Pennsylvania
$9.97M +$286K +23,053 +3%
SAM
112
Storebrand Asset Management
Norway
$9.86M -$407K -32,802 -4%
Aberdeen Group
113
Aberdeen Group
United Kingdom
$9.72M -$81.2K -6,534 -0.9%
Mirae Asset Global Investments
114
Mirae Asset Global Investments
South Korea
$9.7M +$663K +53,402 +8%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$9.5M +$733K +59,049 +9%
BNP Paribas Asset Management
116
BNP Paribas Asset Management
France
$9.36M +$1.34M +108,033 +18%
HP
117
Hosking Partners
United Kingdom
$9.25M -$324K -26,065 -4%
SOADOR
118
State of Alaska Department of Revenue
Alaska
$8.95M -$795K -64,039 -9%
KS
119
Karpas Strategies
Connecticut
$8.94M -$24.8K -2,000 -0.3%
WorldQuant Millennium Advisors
120
WorldQuant Millennium Advisors
New York
$8.9M – – –
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$8.85M -$353K -28,383 -4%
SAM
122
Scion Asset Management
California
$8.68M -$6.21M -500,000 -43%
CWM
123
CIBC World Markets
New York
$8.61M -$2.13M -171,223 -21%
SI
124
Stephens Inc
Arkansas
$8.61M +$19.6K +1,576 +0.2%
AAF
125
Andra AP-fonden
Sweden
$8.46M +$3.13M +251,900 +66%
3 4
5
6 7

LUMN Hedge Fund Activity: Q1 2021 in Review

707 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2021, worth a combined $11B — up 34% from $8.23B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new LUMN positions and 116 closed out — a net gain of 9 holders — while 230 added to existing stakes and 241 trimmed.

The largest buyer was Bank of America, adding an estimated $57.1M. The largest seller was Prudential plc, cutting an estimated $50M.

  • 707 institutional investors held Lumen (LUMN) as of Q1 2021, up from 703 in Q4 2020.
  • Funds reported $11B of Lumen stock for Q1 2021, up 34% quarter-over-quarter.
  • 125 funds opened new Lumen positions in Q1 2021 and 116 closed out, a net change of +9 holders.
  • The largest Lumen buyer in Q1 2021 was Bank of America, an estimated $57.1M added.
  • The largest Lumen seller in Q1 2021 was Prudential plc, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2021.