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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
Retirement Systems of Alabama
151
Retirement Systems of Alabama
Alabama
$4.92M -$355K -28,604 -7%
Aviva
152
Aviva
United Kingdom
$4.86M +$11.7K +938 +0.3%
LPL Financial
153
LPL Financial
California
$4.68M +$870K +70,039 +25%
ACM
154
AlphaCrest Capital Management
New York
$4.66M +$3.23M +260,011 +293%
Comerica Bank
155
Comerica Bank
Texas
$4.63M -$454K -36,584 -9%
HighTower Advisors
156
HighTower Advisors
Illinois
$4.47M +$4.16M +335,024 New
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$4.22M +$1.1M +88,560 +39%
Mitsubishi UFJ Asset Management
158
Mitsubishi UFJ Asset Management
Japan
$4.14M +$445K +35,862 +13%
CPO
159
Cerity Partners OCIO
New York
$4.09M +$3.8M +306,226 New
FAF
160
Fjarde Ap-fonden
Sweden
$4.02M -$58.4K -4,700 -2%
Wellington Management Group
161
Wellington Management Group
Massachusetts
$4M -$3.92M -315,627 -51%
CSS
162
Cubist Systematic Strategies
Connecticut
$3.94M +$208K +16,784 +6%
SOMRS
163
State of Michigan Retirement System
Michigan
$3.92M +$3.64M +293,362 New
ProShare Advisors
164
ProShare Advisors
Maryland
$3.83M -$70.6K -5,686 -2%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$3.8M +$532K +42,824 +18%
OWA
166
Outlook Wealth Advisors
Texas
$3.75M +$782K +62,936 +29%
EP
167
Edgestream Partners
New Jersey
$3.73M +$3.32M +267,298 +2,174%
ASRS
168
Arizona State Retirement System
Arizona
$3.59M +$17K +1,368 +0.5%
RJFSA
169
Raymond James Financial Services Advisors
Florida
$3.56M +$29.6K +2,382 +0.9%
DCM
170
Dupont Capital Management
Delaware
$3.56M -$66.5K -5,358 -2%
Nomura Asset Management
171
Nomura Asset Management
Japan
$3.47M -$138K -11,135 -4%
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
$3.46M -$323K -26,037 -9%
AQR Capital Management
173
AQR Capital Management
Connecticut
$3.43M -$6.12M -492,673 -65%
SGCA
174
Steel Grove Capital Advisors
Tennessee
$3.3M +$1.08M +87,132 +54%
Skandinaviska Enskilda Banken (SEB)
175
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.25M +$270K +21,699 +10%

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.