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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
PCC
176
Park Circle Company
Maryland
$2.04M +$800K +64,000 +42%
LPL Financial
177
LPL Financial
California
$2.03M -$830K -66,393 -24%
Tudor Investment Corp
178
Tudor Investment Corp
Connecticut
$1.99M +$351K +28,070 +15%
URS
179
Utah Retirement Systems
Utah
$1.96M -$1.25K -100 -0%
SFI
180
Susquehanna Fundamental Investments
Pennsylvania
$1.95M +$2.58M +206,400 New
KL
181
KWMG LLC
Kansas
$1.93M +$24.5K +1,959 +1%
AQR Capital Management
182
AQR Capital Management
Connecticut
$1.9M +$2.22M +177,845 +758%
CEI
183
Clark Estates Inc
New York
$1.89M
Mitsubishi UFJ Asset Management
184
Mitsubishi UFJ Asset Management
Japan
$1.86M +$17.8K +1,426 +0.7%
UR
185
USCA RIA
Texas
$1.86M +$150K +12,025 +7%
AL
186
AJO LP
Pennsylvania
$1.82M +$2.21M +176,439 +1,090%
DnB Asset Management
187
DnB Asset Management
Norway
$1.8M -$245K -19,611 -9%
Commonwealth Equity Services
188
Commonwealth Equity Services
Massachusetts
$1.79M -$183K -14,608 -7%
SCM
189
SOL Capital Management
Maryland
$1.79M -$34.9K -2,790 -1%
SGCA
190
Steel Grove Capital Advisors
Tennessee
$1.75M +$667K +53,385 +41%
RPI
191
Railway Pension Investments
United Kingdom
$1.74M +$2.29M +183,500 New
FAF
192
Första AP-fonden
Sweden
$1.71M +$2.26M +180,700 New
TPSF
193
Texas Permanent School Fund
Texas
$1.69M +$59.9K +4,791 +3%
UIM
194
USS Investment Management
United Kingdom
$1.66M +$2.2M +175,758 New
ECM
195
ExodusPoint Capital Management
New York
$1.6M -$1.58M -126,088 -43%
Fidelity Investments
196
Fidelity Investments
Massachusetts
$1.57M -$4.49M -358,867 -68%
Holocene Advisors
197
Holocene Advisors
New York
$1.51M +$1.29M +103,518 +184%
CS
198
Candriam SCA
Luxembourg
$1.49M
AB
199
Amalgamated Bank
New York
$1.48M -$74K -5,921 -4%
MSL
200
Mackay Shields LLC
New York
$1.48M -$2.55M -204,168 -57%

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.