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691 hedge funds and large institutions have $8.12B invested in Lumen in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 248 increasing their positions, 258 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.87% more ownership

Funds ownership: 77.91%78.79% (+0.87%)

4% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 258

4% less funds holding

Funds holding: 721691 (-30)

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 97

28% less capital invested

Capital invested by funds: $11.2B → $8.12B (-$3.11B)

62% less call options, than puts

Call options by funds: $68.6M | Put options by funds: $179M

Holders
691
Holders Change
-30
Holders Change %
-4.16%
% of All Funds
15.23%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
76
Increased
248
Reduced
258
Closed
97
Calls
$68.6M
Puts
$179M
Net Calls
-$110M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
151
SG Americas Securities
New York
$2.62M +$2.44M +195,475 +240%
PI
152
PineBridge Investments
New York
$2.61M -$735K -58,789 -18%
Jane Street
153
Jane Street
New York
$2.6M +$2.18M +174,606 +174%
GC
154
Guggenheim Capital
Illinois
$2.56M +$339K +27,087 +11%
Group One Trading
155
Group One Trading
Illinois
$2.5M -$1.33M -106,584 -29%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$2.46M +$2.69M +215,211 +481%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$2.45M -$374K -29,934 -10%
MIM
158
MetLife Investment Management
New Jersey
$2.39M -$96.8K -7,738 -3%
Comerica Bank
159
Comerica Bank
Texas
$2.37M -$32.1K -2,568 -1%
TD Asset Management
160
TD Asset Management
Ontario, Canada
$2.31M -$988K -79,040 -24%
Wolverine Trading
161
Wolverine Trading
Illinois
$2.3M +$1.18M +94,646 +68%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$2.28M -$1,000K -79,945 -25%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$2.24M +$177K +14,153 +6%
XK
164
Xact Kapitalforvaltning
Sweden
$2.22M -$21.6K -1,727 -0.7%
BCM
165
BTC Capital Management
Iowa
$2.22M -$124K -9,905 -4%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$2.2M +$192K +15,325 +7%
State of Tennessee, Department of Treasury
167
State of Tennessee, Department of Treasury
Tennessee
$2.18M -$4.41M -353,066 -60%
QIM
168
Quantitative Investment Management
Virginia
$2.18M -$5.84M -466,912 -67%
GIBU
169
Gulf International Bank (UK)
United Kingdom
$2.18M
ASRS
170
Arizona State Retirement System
Arizona
$2.14M -$664K -53,134 -19%
SOMRS
171
State of Michigan Retirement System
Michigan
$2.13M -$155K -12,400 -5%
Nomura Asset Management
172
Nomura Asset Management
Japan
$2.1M -$68.1K -5,445 -2%
Two Sigma Advisers
173
Two Sigma Advisers
New York
$2.1M +$2.77M +221,428 New
KCM
174
Knoll Capital Management
Florida
$2.08M
ACM
175
Alpha Capital Management
Texas
$2.04M +$76.6K +6,128 +3%

LUMN Hedge Fund Activity: Q1 2020 in Review

691 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2020, worth a combined $8.12B — down 28% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LUMN and 76 opened new positions — a net loss of 21 holders — while 258 trimmed existing stakes and 248 added.

The largest buyer was Citigroup, adding an estimated $114M. The largest seller was Southeastern Asset Management, cutting an estimated $54.7M.

  • 691 institutional investors held Lumen (LUMN) as of Q1 2020, down from 721 in Q4 2019.
  • Funds reported $8.12B of Lumen stock for Q1 2020, down 28% quarter-over-quarter.
  • 76 funds opened new Lumen positions in Q1 2020 and 97 closed out, a net change of -21 holders.
  • The largest Lumen buyer in Q1 2020 was Citigroup, an estimated $114M added.
  • The largest Lumen seller in Q1 2020 was Southeastern Asset Management, an estimated $54.7M sold.

Based on aggregated 13F filings for Q1 2020.