We are live on ! Find out more

710 hedge funds and large institutions have $15.4B invested in Lumen in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 332 increasing their positions, 145 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more funds holding in top 10

Funds holding in top 10: 722 (+15)

129% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 145

98% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 92

81% more capital invested

Capital invested by funds: $8.51B → $15.4B (+$6.87B)

14% more funds holding

Funds holding: 625710 (+85)

4.38% more ownership

Funds ownership: 81.88%86.26% (+4.4%)

10% less call options, than puts

Call options by funds: $410M | Put options by funds: $453M

Holders
710
Holders Change
+85
Holders Change %
+13.6%
% of All Funds
16.1%
Holding in Top 10
22
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+214.29%
% of All Funds
0.5%
New
182
Increased
332
Reduced
145
Closed
92
Calls
$410M
Puts
$453M
Net Calls
-$43M
Net Calls Change
+$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
151
Arrowstreet Capital
Massachusetts
$6.77M +$6.88M +405,914 New
OC
152
Oppenheimer & Co
New York
$6.26M -$211K -12,422 -3%
ASRS
153
Arizona State Retirement System
Arizona
$6.1M +$2.31M +136,471 +60%
EMR
154
Errol M. Rudman
$6.09M +$6.19M +364,841 New
FBP
155
Flippin Bruce & Porter
Virginia
$5.99M +$2.05M +120,850 +51%
CA
156
Claar Advisors
New York
$5.84M +$5.93M +350,000 New
KBC Group
157
KBC Group
Belgium
$5.52M -$2.89M -170,599 -34%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$5.49M -$2.53M -149,412 -31%
DIA
159
Davidson Investment Advisors
Montana
$5.42M +$5.51M +324,973 New
BCM
160
Brookstone Capital Management
Illinois
$5.38M +$573K +33,807 +12%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$5.35M +$1.07M +63,311 +25%
WCMNY
162
Westchester Capital Management (New York)
New York
$5.31M +$5.4M +318,447 New
SCM
163
Snow Capital Management
Pennsylvania
$5.2M +$2.72M +160,425 +106%
GHAM
164
Gilman Hill Asset Management
Connecticut
$5.14M +$1.36M +80,388 +35%
HIMCH
165
Hartford Investment Management Co (HIMCO)
Connecticut
$5.12M +$1.49M +87,658 +40%
GIBU
166
Gulf International Bank (UK)
United Kingdom
$5.12M +$2.3M +135,538 +79%
Parallax Volatility Advisers
167
Parallax Volatility Advisers
California
$5.07M +$3.92M +231,431 +320%
MIM
168
MetLife Investment Management
New Jersey
$5.02M +$5.1M +300,990 New
AG
169
Advisor Group
Arizona
$5M +$1.45M +85,484 +40%
ACI
170
AMP Capital Investors
Australia
$4.94M +$2.14M +126,447 +75%
BNP Paribas Asset Management
171
BNP Paribas Asset Management
France
$4.91M +$3.49M +205,914 +232%
SI
172
Stephens Inc
Arkansas
$4.82M +$3.41M +201,188 +229%
SFA
173
Sequoia Financial Advisors
Ohio
$4.79M +$4.87M +287,282 New
SOMRS
174
State of Michigan Retirement System
Michigan
$4.76M +$2.01M +118,385 +71%
MOACM
175
Mutual of America Capital Management
New York
$4.68M +$1.52M +89,427 +47%

LUMN Hedge Fund Activity: Q4 2017 in Review

710 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2017, worth a combined $15.4B — up 81% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new LUMN positions and 92 closed out — a net gain of 90 holders — while 332 added to existing stakes and 145 trimmed.

The largest buyer was Singapore Technologies Telemedia, opening a new position worth an estimated $1.58B. The largest seller was Corvex Management, exiting entirely with an estimated $370M sold.

  • 710 institutional investors held Lumen (LUMN) as of Q4 2017, up from 625 in Q3 2017.
  • Funds reported $15.4B of Lumen stock for Q4 2017, up 81% quarter-over-quarter.
  • 182 funds opened new Lumen positions in Q4 2017 and 92 closed out, a net change of +90 holders.
  • The largest Lumen buyer in Q4 2017 was Singapore Technologies Telemedia, an estimated $1.58B added.
  • The largest Lumen seller in Q4 2017 was Corvex Management, an estimated $370M sold.

Based on aggregated 13F filings for Q4 2017.