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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
JG
176
Jefferies Group
New York
$4.62M +$2.06M +121,609 +78%
KC
177
Kepos Capital
New York
$4.59M +$4.67M +275,330 New
Janus Henderson Group
178
Janus Henderson Group
United Kingdom
$4.49M +$2.12M +124,999 +87%
TPSF
179
Texas Permanent School Fund
Texas
$4.43M +$1.92M +113,250 +74%
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$4.38M +$4.45M +262,675 New
Comerica Bank
181
Comerica Bank
Texas
$4.37M +$1.78M +104,972 +72%
FAF
182
Fjarde Ap-fonden
Sweden
$4.31M +$2.21M +130,544 +102%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$4.26M +$2.27M +134,011 +111%
State of Tennessee, Department of Treasury
184
State of Tennessee, Department of Treasury
Tennessee
$4.2M +$1.74M +102,323 +69%
MFM
185
MHR Fund Management
New York
$4.17M +$4.24M +250,000 New
WJA
186
Williams Jones & Associates
New York
$3.94M -$545K -32,150 -12%
OPERF
187
Oregon Public Employees Retirement Fund
Oregon
$3.81M +$1.58M +92,972 +69%
GCMG
188
Gyroscope Capital Management Group
Florida
$3.78M -$1.02M -60,040 -21%
EAM
189
Eagle Asset Management
Florida
$3.71M +$1.51M +89,056 +67%
ProShare Advisors
190
ProShare Advisors
Maryland
$3.71M +$2M +118,024 +113%
Wellington Management Group
191
Wellington Management Group
Massachusetts
$3.7M -$10.9M -642,356 -74%
HighTower Advisors
192
HighTower Advisors
Illinois
$3.67M +$2.34M +137,709 +167%
NMIMC
193
Northwestern Mutual Investment Management Company
Wisconsin
$3.67M +$1.64M +96,509 +78%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$3.58M +$1.5M +88,381 +70%
AIM
195
Achmea Investment Management
Netherlands
$3.58M +$1.89M +111,630 +108%
LCM
196
Laurion Capital Management
New York
$3.57M +$3.18M +187,515 +708%
HAI
197
Hennessy Advisors Inc
California
$3.54M
TAM
198
Tocqueville Asset Management
New York
$3.54M +$370K +21,826 +11%
DCM
199
Dupont Capital Management
Delaware
$3.54M +$3.55M +209,520 +8,351%
PAM
200
PVG Asset Management
Colorado
$3.53M +$1.85M +108,872 +106%

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.