We are live on ! Find out more
LUMN icon

Lumen
LUMN

485 hedge funds and large institutions have $1.06B invested in Lumen in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 116 increasing their positions, 152 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 66

1.25% less ownership

Funds ownership: 68.23% → 66.98% (-1.3%)

2% less funds holding

Funds holding: 493 → 485 (-8)

16% less capital invested

Capital invested by funds: $1.26B → $1.06B (-$204M)

24% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 152

67% less call options, than puts

Call options by funds: $20.1M | Put options by funds: $60.5M

Holders
485
Holders Change
-8
Holders Change %
-1.62%
% of All Funds
6.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
64
Increased
116
Reduced
152
Closed
66
Calls
$20.1M
Puts
$60.5M
Net Calls
-$40.5M
Net Calls Change
+$38.1M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$7.04M
2
Renaissance Technologies
Renaissance Technologies
New York
+$6.35M
3
Goldman Sachs
Goldman Sachs
New York
+$3.34M
4
FSCM
Front Street Capital Management
Montana
+$3.3M
5
BCM
Brigade Capital Management
New York
+$3.13M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$13.8M
2
Invesco
Invesco
Georgia
-$12.1M
3
ETC
Exchange Traded Concepts
Oklahoma
-$7.64M
4
BlackRock
BlackRock
New York
-$5.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
126
SOL Capital Management
Maryland
$198K -$22.6K -14,490 -10%
MAM
127
Madison Asset Management
Wisconsin
$193K – – –
CAN
128
Cetera Advisor Networks
California
$192K +$8.79K +5,629 +5%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$184K +$18.4K +11,772 +11%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$181K – – –
DT
131
Diversified Trust
Tennessee
$175K +$1.71K +1,095 +1%
Pictet Asset Management
132
Pictet Asset Management
Switzerland
$174K – – –
RFG
133
Range Financial Group
Oregon
$170K +$96.3K +61,632 +130%
CIBC Asset Management
134
CIBC Asset Management
Ontario, Canada
$163K -$1.76K -1,124 -1%
Squarepoint
135
Squarepoint
New York
$162K +$89.9K +57,527 +123%
NA
136
NewEdge Advisors
Louisiana
$160K +$154K +98,520 +2,621%
AIP
137
Ameritas Investment Partners
Nebraska
$156K – – –
CFA
138
Capstone Financial Advisors
Illinois
$148K – – –
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$141K -$18.4K -11,761 -11%
PAG
140
Private Advisor Group
New Jersey
$130K -$10.3K -6,584 -7%
AA
141
Argent Advisors
Louisiana
$130K +$64.8K +41,504 +99%
Mariner
142
Mariner
Kansas
$128K -$27.3K -17,460 -18%
SGCA
143
Steel Grove Capital Advisors
Tennessee
$124K -$6.87K -4,397 -5%
ECM
144
Evergreen Capital Management
Washington
$122K +$49.8K +31,871 +69%
IAIM
145
International Assets Investment Management
Florida
$116K -$1.56K -1,000 -1%
JAM
146
Jupiter Asset Management
United Kingdom
$115K – – –
VPIM
147
Vanguard Personalized Indexing Management
California
$115K -$2.75K -1,761 -2%
AAM
148
Advisors Asset Management
Colorado
$108K -$31.2K -19,995 -22%
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$106K +$19.6K +12,533 +23%
Man Group
150
Man Group
United Kingdom
$105K +$34.4K +21,996 +49%
4 5
6
7 8

LUMN Hedge Fund Activity: Q1 2024 in Review

485 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2024, worth a combined $1.06B — down 16% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of LUMN and 64 opened new positions — a net loss of 2 holders — while 152 trimmed existing stakes and 116 added.

The largest buyer was Charles Schwab, adding an estimated $7.04M. The largest seller was Morgan Stanley, cutting an estimated $13.8M.

  • 485 institutional investors held Lumen (LUMN) as of Q1 2024, down from 493 in Q4 2023.
  • Funds reported $1.06B of Lumen stock for Q1 2024, down 16% quarter-over-quarter.
  • 64 funds opened new Lumen positions in Q1 2024 and 66 closed out, a net change of -2 holders.
  • The largest Lumen buyer in Q1 2024 was Charles Schwab, an estimated $7.04M added.
  • The largest Lumen seller in Q1 2024 was Morgan Stanley, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2024.