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805 hedge funds and large institutions have $8.91B invested in Lumen in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 322 increasing their positions, 228 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 60

41% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 228

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 778805 (+27)

0.8% more ownership

Funds ownership: 78.64%79.43% (+0.8%)

1% less capital invested

Capital invested by funds: $9.02B → $8.91B (-$110M)

29% less call options, than puts

Call options by funds: $186M | Put options by funds: $263M

Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.56%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
101
Increased
322
Reduced
228
Closed
60
Calls
$186M
Puts
$263M
Net Calls
-$77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
151
Penserra Capital Management
California
$4.46M -$1.31M -116,688 -22%
EAM
152
Erste Asset Management
Austria
$4.44M +$327K +29,100 +8%
WI
153
WBI Investments
New Jersey
$4.41M +$4.36M +388,233 +2,463%
TD Asset Management
154
TD Asset Management
Ontario, Canada
$4.38M +$958K +85,408 +27%
Mariner
155
Mariner
Kansas
$4.31M +$1.27M +113,581 +40%
Royal London Asset Management
156
Royal London Asset Management
United Kingdom
$4.21M
PAM
157
Panagora Asset Management
Massachusetts
$4.13M -$13.1K -1,166 -0.3%
SCM
158
Saba Capital Management
New York
$3.96M +$4.08M +363,396 New
VIA
159
Vident Investment Advisory
Georgia
$3.95M -$541K -48,249 -12%
Mackenzie Financial
160
Mackenzie Financial
Ontario, Canada
$3.93M -$1M -89,204 -20%
CCI
161
Credit Capital Investments
New Jersey
$3.82M
SOMRS
162
State of Michigan Retirement System
Michigan
$3.78M -$193K -17,200 -5%
Aberdeen Group
163
Aberdeen Group
United Kingdom
$3.78M -$98.2K -8,754 -2%
Skandinaviska Enskilda Banken (SEB)
164
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.75M +$1.79M +159,443 +87%
VOYA Investment Management
165
VOYA Investment Management
Georgia
$3.69M -$260K -23,183 -6%
SCM
166
SOL Capital Management
Maryland
$3.65M +$65.3K +5,823 +2%
Group One Trading
167
Group One Trading
Illinois
$3.58M -$1.18M -104,887 -24%
AI
168
Atria Investments
North Carolina
$3.55M +$1.12M +99,892 +44%
Caisse de Depot et Placement du Quebec (CDPQ)
169
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.52M +$485K +43,200 +15%
MAM
170
Madison Asset Management
Wisconsin
$3.42M
Retirement Systems of Alabama
171
Retirement Systems of Alabama
Alabama
$3.36M -$20M -1,778,204 -85%
NFG
172
Nations Financial Group
Iowa
$3.24M +$72.6K +6,471 +2%
SRF
173
Silver Rock Financial
California
$3.22M
ProShare Advisors
174
ProShare Advisors
Maryland
$3.19M -$908K -80,887 -22%
LFAS
175
Level Four Advisory Services
Texas
$3.06M +$572K +50,982 +22%

LUMN Hedge Fund Activity: Q2 2022 in Review

805 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2022, worth a combined $8.91B — down 1.2% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new LUMN positions and 60 closed out — a net gain of 41 holders — while 322 added to existing stakes and 228 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.4M. The largest seller was Janus Henderson Group, cutting an estimated $72.3M.

  • 805 institutional investors held Lumen (LUMN) as of Q2 2022, up from 778 in Q1 2022.
  • Funds reported $8.91B of Lumen stock for Q2 2022, down 1.2% quarter-over-quarter.
  • 101 funds opened new Lumen positions in Q2 2022 and 60 closed out, a net change of +41 holders.
  • The largest Lumen buyer in Q2 2022 was Morgan Stanley, an estimated $54.4M added.
  • The largest Lumen seller in Q2 2022 was Janus Henderson Group, an estimated $72.3M sold.

Based on aggregated 13F filings for Q2 2022.