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710 hedge funds and large institutions have $15.4B invested in Lumen in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 332 increasing their positions, 145 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more funds holding in top 10

Funds holding in top 10: 722 (+15)

129% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 145

98% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 92

81% more capital invested

Capital invested by funds: $8.51B → $15.4B (+$6.87B)

14% more funds holding

Funds holding: 625710 (+85)

4.38% more ownership

Funds ownership: 81.88%86.26% (+4.4%)

10% less call options, than puts

Call options by funds: $410M | Put options by funds: $453M

Holders
710
Holders Change
+85
Holders Change %
+13.6%
% of All Funds
16.1%
Holding in Top 10
22
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+214.29%
% of All Funds
0.5%
New
182
Increased
332
Reduced
145
Closed
92
Calls
$410M
Puts
$453M
Net Calls
-$43M
Net Calls Change
+$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
126
DZ Bank
Germany
$9.39M -$4.36M -256,981 -31%
PAMU
127
Pictet Asset Management (UK)
United Kingdom
$9.27M +$4.3M +253,428 +84%
Jane Street
128
Jane Street
New York
$9.25M +$8.72M +514,240 +1,281%
Bank of Nova Scotia
129
Bank of Nova Scotia
Ontario, Canada
$9.21M +$7.74M +456,641 +479%
MGI
130
MayTech Global Investments
New York
$9.15M +$9.3M +548,595 New
JVBC
131
J.V. Bruni & Co
Colorado
$9.15M +$9.3M +548,488 New
BCIM
132
British Columbia Investment Management
British Columbia, Canada
$9.08M +$4.05M +238,711 +78%
LSV Asset Management
133
LSV Asset Management
Illinois
$9.04M -$4.28M -252,700 -32%
Aviva
134
Aviva
United Kingdom
$8.99M +$3.29M +194,206 +56%
MHI
135
Miller Howard Investments
New York
$8.84M -$500K -29,487 -5%
SP
136
Steelhead Partners
Washington
$8.77M +$8.91M +525,715 New
Caisse de Depot et Placement du Quebec (CDPQ)
137
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.6M +$1.78M +104,932 +26%
VOYA Investment Management
138
VOYA Investment Management
Georgia
$8.45M +$3.37M +198,478 +64%
KMC
139
Kirr Marbach & Co
Indiana
$8.27M -$53.2K -3,140 -0.6%
Victory Capital Management
140
Victory Capital Management
Texas
$8.17M +$3.42M +201,858 +70%
AIG
141
American International Group
New York
$8.11M -$261M -15,410,074 -97%
APG Asset Management
142
APG Asset Management
Netherlands
$8.07M -$23.5M -1,387,265 -70%
VRS
143
Virginia Retirement Systems
Virginia
$7.81M +$7.94M +468,400 New
GXMC
144
Global X Management Company
New York
$7.66M +$304K +17,949 +4%
Toronto Dominion Bank
145
Toronto Dominion Bank
Ontario, Canada
$7.49M +$3.92M +231,243 +106%
Nomura Holdings
146
Nomura Holdings
Japan
$7.14M +$6.03M +355,702 +492%
Ohio Public Employees Retirement System (OPERS)
147
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.02M +$3.14M +185,000 +78%
AG
148
Aperio Group
California
$7.01M +$2.56M +151,129 +56%
SG Americas Securities
149
SG Americas Securities
New York
$6.88M -$2.15M -126,647 -23%
PIM
150
Platinum Investment Management
Australia
$6.87M +$6.99M +412,151 New

LUMN Hedge Fund Activity: Q4 2017 in Review

710 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2017, worth a combined $15.4B — up 81% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new LUMN positions and 92 closed out — a net gain of 90 holders — while 332 added to existing stakes and 145 trimmed.

The largest buyer was Singapore Technologies Telemedia, opening a new position worth an estimated $1.58B. The largest seller was Corvex Management, exiting entirely with an estimated $370M sold.

  • 710 institutional investors held Lumen (LUMN) as of Q4 2017, up from 625 in Q3 2017.
  • Funds reported $15.4B of Lumen stock for Q4 2017, up 81% quarter-over-quarter.
  • 182 funds opened new Lumen positions in Q4 2017 and 92 closed out, a net change of +90 holders.
  • The largest Lumen buyer in Q4 2017 was Singapore Technologies Telemedia, an estimated $1.58B added.
  • The largest Lumen seller in Q4 2017 was Corvex Management, an estimated $370M sold.

Based on aggregated 13F filings for Q4 2017.