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703 hedge funds and large institutions have $8.23B invested in Lumen in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 250 increasing their positions, 240 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 111

4% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 240

0% less funds holding

Funds holding: 706703 (-3)

3.44% less ownership

Funds ownership: 79.99%76.55% (-3.4%)

7% less capital invested

Capital invested by funds: $8.82B → $8.23B (-$592M)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

25% less call options, than puts

Call options by funds: $101M | Put options by funds: $135M

Holders
703
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
12.44%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
118
Increased
250
Reduced
240
Closed
111
Calls
$101M
Puts
$135M
Net Calls
-$33.5M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
126
VOYA Investment Management
Georgia
$6.16M -$614K -62,173 -9%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.06M +$874K +88,518 +17%
Wellington Management Group
128
Wellington Management Group
Massachusetts
$6M -$5.12M -518,349 -46%
GIA
129
Gateway Investment Advisers
Ohio
$5.96M -$118 -12 -0%
BNP Paribas Asset Management
130
BNP Paribas Asset Management
France
$5.78M +$2.23M +226,070 +62%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$5.57M -$8.92K -904 -0.2%
LKIM
132
Lawson Kroeker Investment Management
Nebraska
$5.36M -$1.2M -121,565 -18%
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$5.26M -$359K -36,374 -6%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$5.18M +$625K +63,308 +14%
GHAM
135
Gilman Hill Asset Management
Connecticut
$4.93M +$226K +22,902 +5%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$4.92M +$829 +84 +0%
PCC
137
Park Circle Company
Maryland
$4.87M +$1.76M +178,000 +55%
Natixis Advisors
138
Natixis Advisors
Massachusetts
$4.83M +$618K +62,644 +14%
AG
139
Aperio Group
California
$4.81M -$1.51M -152,596 -24%
SCM
140
Snow Capital Management
Pennsylvania
$4.62M +$1.16M +117,966 +33%
PCM
141
Penserra Capital Management
California
$4.52M +$1.64M +165,804 +56%
Comerica Bank
142
Comerica Bank
Texas
$4.34M +$372K +37,687 +11%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$4.09M +$14.2K +1,440 +0.3%
Squarepoint
144
Squarepoint
New York
$3.98M +$3.06M +310,465 +319%
Parallax Volatility Advisers
145
Parallax Volatility Advisers
California
$3.95M -$6.97K -706 -0.2%
MAM
146
Madison Asset Management
Wisconsin
$3.93M
Retirement Systems of Alabama
147
Retirement Systems of Alabama
Alabama
$3.87M -$13K -1,321 -0.3%
AAF
148
Andra AP-fonden
Sweden
$3.72M -$1.16M -117,400 -24%
CCI
149
Credit Capital Investments
New Jersey
$3.65M -$1.33M -135,000 -26%
Royal London Asset Management
150
Royal London Asset Management
United Kingdom
$3.65M -$105K -10,635 -3%

LUMN Hedge Fund Activity: Q4 2020 in Review

703 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2020, worth a combined $8.23B — down 6.7% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new LUMN positions and 111 closed out — a net gain of 7 holders — while 250 added to existing stakes and 240 trimmed.

The largest buyer was Invesco, adding an estimated $29.5M. The largest seller was American International Group, cutting an estimated $138M.

  • 703 institutional investors held Lumen (LUMN) as of Q4 2020, down from 706 in Q3 2020.
  • Funds reported $8.23B of Lumen stock for Q4 2020, down 6.7% quarter-over-quarter.
  • 118 funds opened new Lumen positions in Q4 2020 and 111 closed out, a net change of +7 holders.
  • The largest Lumen buyer in Q4 2020 was Invesco, an estimated $29.5M added.
  • The largest Lumen seller in Q4 2020 was American International Group, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2020.