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Lumen
LUMN

753 hedge funds and large institutions have $4.16B invested in Lumen in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 218 increasing their positions, 278 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $126M | Put options by funds: $96.8M

5% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 128

1.14% less ownership

Funds ownership: 79.88% → 78.74% (-1.1%)

3% less funds holding

Funds holding: 778 → 753 (-25)

22% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 278

31% less capital invested

Capital invested by funds: $6B → $4.16B (-$1.83B)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
753
Holders Change
-25
Holders Change %
-3.21%
% of All Funds
12.1%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
121
Increased
218
Reduced
278
Closed
128
Calls
$126M
Puts
$96.8M
Net Calls
+$29.7M
Net Calls Change
+$78.2M

Top Buyers

1
Invesco
Invesco
Georgia
+$174M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$98.3M
3
Renaissance Technologies
Renaissance Technologies
New York
+$74.9M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
+$74.1M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$70.6M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
-$246M
2
BlackRock
BlackRock
New York
-$118M
3
SAM
Southeastern Asset Management
Tennessee
-$115M
4
Morgan Stanley
Morgan Stanley
New York
-$62.2M
5
State Street
State Street
Massachusetts
-$49.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Aberdeen Group
126
Aberdeen Group
United Kingdom
$2.92M +$177K +28,800 +5%
PAM
127
Panagora Asset Management
Massachusetts
$2.88M +$912K +148,344 +37%
Chevy Chase Trust
128
Chevy Chase Trust
Maryland
$2.86M -$210K -34,170 -6%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$2.85M -$18.3K -2,983 -0.5%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.75M -$12.7K -2,065 -0.4%
Osaic Holdings
131
Osaic Holdings
Arizona
$2.73M -$3.64M -593,085 -53%
AI
132
Atria Investments
North Carolina
$2.73M +$782K +127,324 +32%
LPL Financial
133
LPL Financial
California
$2.73M -$1.02M -166,147 -24%
Holocene Advisors
134
Holocene Advisors
New York
$2.7M +$1.93M +314,545 +154%
PI
135
PineBridge Investments
New York
$2.66M +$185K +30,109 +6%
DZ Bank
136
DZ Bank
Germany
$2.63M +$2.45M +399,281 +380%
PMEF
137
Point72 Middle East FZE
United Arab Emirates
$2.63M +$3.1M +503,888 New
LFCM
138
Long Focus Capital Management
Puerto Rico
$2.61M +$3.07M +500,000 New
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$2.58M +$1.77M +288,570 +140%
ECM
140
ExodusPoint Capital Management
New York
$2.57M +$982K +159,746 +48%
GT
141
Glenmede Trust
Pennsylvania
$2.55M -$7.5M -1,219,914 -71%
SSA
142
Schonfeld Strategic Advisors
New York
$2.46M +$630K +102,588 +28%
VDBMI
143
Van Den Berg Management I
Texas
$2.45M -$1.72M -280,483 -37%
GAM
144
Gotham Asset Management
New York
$2.43M +$1.89M +307,918 +194%
LA
145
LBP AM
France
$2.4M +$2.83M +459,864 New
AAF
146
Andra AP-fonden
Sweden
$2.37M +$2.79M +453,300 New
MSV
147
MN Services Vermogensbeheer
Netherlands
$2.35M -$378K -61,500 -12%
Fidelity International
148
Fidelity International
Bermuda
$2.33M +$1.03M +167,803 +60%
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$2.33M -$1.69M -275,474 -38%
Wellington Management Group
150
Wellington Management Group
Massachusetts
$2.26M +$757K +123,148 +40%
4 5
6
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LUMN Hedge Fund Activity: Q4 2022 in Review

753 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2022, worth a combined $4.16B — down 31% from $6B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of LUMN and 121 opened new positions — a net loss of 7 holders — while 278 trimmed existing stakes and 218 added.

The largest buyer was Invesco, adding an estimated $174M. The largest seller was Temasek Holdings, cutting an estimated $246M.

  • 753 institutional investors held Lumen (LUMN) as of Q4 2022, down from 778 in Q3 2022.
  • Funds reported $4.16B of Lumen stock for Q4 2022, down 31% quarter-over-quarter.
  • 121 funds opened new Lumen positions in Q4 2022 and 128 closed out, a net change of -7 holders.
  • The largest Lumen buyer in Q4 2022 was Invesco, an estimated $174M added.
  • The largest Lumen seller in Q4 2022 was Temasek Holdings, an estimated $246M sold.

Based on aggregated 13F filings for Q4 2022.