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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
KAS
176
Kestra Advisory Services
Texas
$3.27M +$14.2K +1,030 +0.4%
KBC Group
177
KBC Group
Belgium
$3.27M +$573K +41,500 +21%
RJFSA
178
Raymond James Financial Services Advisors
Florida
$3.2M -$439K -31,839 -12%
FFA
179
First Foundation Advisors
California
$3.18M -$7.6M -550,798 -70%
MIM
180
MetLife Investment Management
New Jersey
$3.13M -$63.5K -4,605 -2%
SCM
181
SOL Capital Management
Maryland
$3.07M -$113K -8,175 -3%
KCM
182
Knoll Capital Management
Florida
$2.99M – – –
BSG
183
Black Swift Group
Colorado
$2.96M +$3.01M +218,100 New
TNBTD
184
Trustmark National Bank Trust Department
Mississippi
$2.94M +$2.99M +216,473 New
Wealthfront Advisers
185
Wealthfront Advisers
California
$2.92M +$1.37M +99,630 +86%
URS
186
Utah Retirement Systems
Utah
$2.86M +$8.28K +600 +0.3%
SO
187
STRS Ohio
Ohio
$2.85M +$515K +37,294 +22%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$2.82M -$1.5M -108,742 -34%
SG Americas Securities
189
SG Americas Securities
New York
$2.61M +$1.1M +79,732 +71%
Fidelity International
190
Fidelity International
Bermuda
$2.58M +$2.21M +160,014 +535%
SIC
191
SFE Investment Counsel
California
$2.57M +$1.91M +138,285 +273%
RFC
192
Regions Financial Corp
Alabama
$2.56M +$2.6M +188,494 New
Two Sigma Advisers
193
Two Sigma Advisers
New York
$2.56M +$1.01M +73,000 +63%
GIBU
194
Gulf International Bank (UK)
United Kingdom
$2.55M -$13.8K -1,000 -0.5%
STB
195
S&T Bank
Pennsylvania
$2.53M +$2.56M +185,841 New
AQR Capital Management
196
AQR Capital Management
Connecticut
$2.44M -$1.12M -80,979 -31%
DnB Asset Management
197
DnB Asset Management
Norway
$2.4M +$303K +21,987 +14%
Franklin Resources
198
Franklin Resources
California
$2.39M +$645K +46,711 +36%
UIM
199
USS Investment Management
United Kingdom
$2.39M – – –
BAMF
200
BI Asset Management Fondsmaeglerselskab
Denmark
$2.39M +$2.09M +151,384 +625%
6 7
8
9 10

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.