We are live on ! Find out more
LUMN icon

Lumen
LUMN

719 hedge funds and large institutions have $11.4B invested in Lumen in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 272 increasing their positions, 217 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 217

22% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 78

2% more funds holding

Funds holding: 707 → 719 (+12)

4% more capital invested

Capital invested by funds: $11B → $11.4B (+$405M)

0.87% more ownership

Funds ownership: 75.38% → 76.26% (+0.87%)

1% more call options, than puts

Call options by funds: $190M | Put options by funds: $189M

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

Holders
719
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
12.52%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
95
Increased
272
Reduced
217
Closed
78
Calls
$190M
Puts
$189M
Net Calls
+$1.42M
Net Calls Change
-$10.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$83.5M
2
UBS AM
UBS AM
Illinois
+$57.9M
3
Invesco
Invesco
Georgia
+$30.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$25M
5
State Street
State Street
Massachusetts
+$24.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$41.8M
2
AssetMark Inc
AssetMark Inc
California
-$38.5M
3
CA
Capitolis Advisors
New York
-$28.9M
4
Norges Bank
Norges Bank
Norway
-$26M
5
Nomura Holdings
Nomura Holdings
Japan
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Retirement Systems of Alabama
151
Retirement Systems of Alabama
Alabama
$4.95M -$59.4K -4,308 -1%
CA
152
Capitolis Advisors
New York
$4.85M -$28.9M -2,094,793 -85%
BNP Paribas Asset Management
153
BNP Paribas Asset Management
France
$4.83M -$4.77M -345,832 -49%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$4.82M +$1.64M +118,889 +50%
Wellington Management Group
155
Wellington Management Group
Massachusetts
$4.52M +$455K +32,990 +11%
AB
156
Amalgamated Bank
New York
$4.49M +$3.76M +272,218 +466%
FAF
157
Fjarde Ap-fonden
Sweden
$4.25M +$170K +12,300 +4%
OC
158
Oppenheimer & Co
New York
$4.24M -$1.34M -96,982 -24%
SEI Investments
159
SEI Investments
Pennsylvania
$4.2M +$1.17M +85,001 +38%
WPW
160
Waldron Private Wealth
Pennsylvania
$4.13M +$4.19M +303,707 New
ProShare Advisors
161
ProShare Advisors
Maryland
$4.08M +$185K +13,392 +5%
VIA
162
Vident Investment Advisory
Georgia
$4.06M +$1M +72,593 +32%
AWM
163
AE Wealth Management
Kansas
$4.04M +$1.23M +89,050 +43%
SOMRS
164
State of Michigan Retirement System
Michigan
$4.04M +$52.4K +3,800 +1%
CPO
165
Cerity Partners OCIO
New York
$4M -$161K -11,678 -4%
Handelsbanken Fonder
166
Handelsbanken Fonder
Sweden
$3.99M +$117K +8,465 +3%
OWA
167
Outlook Wealth Advisors
Texas
$3.92M +$112K +8,115 +3%
DCM
168
Dupont Capital Management
Delaware
$3.84M +$215K +15,566 +6%
Nomura Asset Management
169
Nomura Asset Management
Japan
$3.8M +$272K +19,688 +8%
ASRS
170
Arizona State Retirement System
Arizona
$3.58M -$74K -5,363 -2%
BAM
171
Blueshift Asset Management
New Jersey
$3.52M +$3.57M +258,876 New
EAM
172
Erste Asset Management
Austria
$3.47M +$1.27M +92,300 +57%
Comerica Bank
173
Comerica Bank
Texas
$3.37M -$789K -57,208 -16%
SGCA
174
Steel Grove Capital Advisors
Tennessee
$3.32M -$40.5K -2,935 -1%
Korea Investment Corp
175
Korea Investment Corp
South Korea
$3.29M -$9.98M -723,100 -75%
5 6
7
8 9

LUMN Hedge Fund Activity: Q2 2021 in Review

719 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2021, worth a combined $11.4B — up 3.7% from $11B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new LUMN positions and 78 closed out — a net gain of 17 holders — while 272 added to existing stakes and 217 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $83.5M. The largest seller was First Trust Advisors, cutting an estimated $41.8M.

  • 719 institutional investors held Lumen (LUMN) as of Q2 2021, up from 707 in Q1 2021.
  • Funds reported $11.4B of Lumen stock for Q2 2021, up 3.7% quarter-over-quarter.
  • 95 funds opened new Lumen positions in Q2 2021 and 78 closed out, a net change of +17 holders.
  • The largest Lumen buyer in Q2 2021 was Morgan Stanley, an estimated $83.5M added.
  • The largest Lumen seller in Q2 2021 was First Trust Advisors, an estimated $41.8M sold.

Based on aggregated 13F filings for Q2 2021.