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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
MAM
126
Madison Asset Management
Wisconsin
$4.48M
PAMU
127
Pictet Asset Management (UK)
United Kingdom
$4.43M -$91.3K -7,300 -2%
T
128
TOBAM
France
$4.41M +$666K +53,229 +13%
SCM
129
Snow Capital Management
Pennsylvania
$4.36M +$149K +11,943 +3%
LKIM
130
Lawson Kroeker Investment Management
Nebraska
$4.32M +$16.3K +1,300 +0.3%
AAF
131
Andra AP-fonden
Sweden
$4.2M +$1.08M +86,400 +24%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.19M +$741K +59,228 +15%
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$4.08M -$316K -25,292 -6%
Retirement Systems of Alabama
134
Retirement Systems of Alabama
Alabama
$4.08M +$1.27K +102 +0%
Royal London Asset Management
135
Royal London Asset Management
United Kingdom
$4M
HighTower Advisors
136
HighTower Advisors
Illinois
$4M +$1.54M +123,480 +41%
CCI
137
Credit Capital Investments
New Jersey
$3.97M -$2.38M -190,467 -31%
PSP
138
Principal Street Partners
Tennessee
$3.66M +$4.84M +386,862 New
Aviva
139
Aviva
United Kingdom
$3.62M +$10.9K +875 +0.2%
OC
140
Oppenheimer & Co
New York
$3.51M -$673K -53,822 -13%
DCM
141
Dupont Capital Management
Delaware
$3.35M +$1.28M +102,402 +41%
D.E. Shaw & Co
142
D.E. Shaw & Co
New York
$3.11M +$3.89M +311,292 +1,740%
MCM
143
Matarin Capital Management
New York
$3.03M +$4M +320,059 New
IF
144
Insight Folios
North Carolina
$2.96M +$343K +27,417 +10%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$2.87M -$1.26M -100,579 -25%
Capital Fund Management (CFM)
146
Capital Fund Management (CFM)
France
$2.79M +$3.2M +255,740 +645%
Federated Hermes
147
Federated Hermes
Pennsylvania
$2.76M +$226K +18,092 +7%
PAM
148
Panagora Asset Management
Massachusetts
$2.7M +$1.58M +126,380 +80%
Ensign Peak Advisors
149
Ensign Peak Advisors
Utah
$2.69M +$19.6K +1,564 +0.6%
SOADOR
150
State of Alaska Department of Revenue
Alaska
$2.69M +$225K +17,970 +7%

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.