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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: 1415 (+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: 703707 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FAF
126
Första AP-fonden
Sweden
$8.26M +$3.11M +250,200 +68%
Group One Trading
127
Group One Trading
Illinois
$8.11M -$4.52M -364,062 -37%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$7.81M +$2.06M +165,930 +40%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.76M -$499K -40,182 -6%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$7.75M +$611K +49,207 +9%
GHAM
131
Gilman Hill Asset Management
Connecticut
$7.67M +$857K +68,966 +14%
PCM
132
Penserra Capital Management
California
$7.56M +$1.28M +102,793 +22%
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$7.38M +$165K +13,321 +2%
Holocene Advisors
134
Holocene Advisors
New York
$7.34M +$3.65M +294,004 +115%
LKIM
135
Lawson Kroeker Investment Management
Nebraska
$7.3M -$40.4K -3,250 -0.6%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$6.77M +$25.9K +2,087 +0.4%
PCC
137
Park Circle Company
Maryland
$6.65M -$12.4K -1,000 -0.2%
PAMU
138
Pictet Asset Management (UK)
United Kingdom
$6.55M +$6.09M +490,462 New
VOYA Investment Management
139
VOYA Investment Management
Georgia
$6.22M -$2.05M -165,301 -26%
Caisse de Depot et Placement du Quebec (CDPQ)
140
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.19M -$3.08M -248,139 -35%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$5.98M -$590K -47,484 -10%
Russell Investments Group
142
Russell Investments Group
United Kingdom
$5.7M -$3.4M -273,616 -39%
Mackenzie Financial
143
Mackenzie Financial
Ontario, Canada
$5.55M +$1.14M +91,756 +28%
OC
144
Oppenheimer & Co
New York
$5.46M +$919K +74,013 +22%
MAM
145
Madison Asset Management
Wisconsin
$5.38M
SCM
146
Snow Capital Management
Pennsylvania
$5.28M -$972K -78,227 -17%
SRF
147
Silver Rock Financial
California
$5.27M -$10.3M -827,530 -68%
Royal London Asset Management
148
Royal London Asset Management
United Kingdom
$5.16M +$151K +12,187 +3%
CCI
149
Credit Capital Investments
New Jersey
$5.12M +$113K +9,138 +2%
OAM
150
Optimal Asset Management
California
$5.12M +$4.76M +383,545 New

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.