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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
CWM
201
CIBC World Markets
New York
$3.47M +$2.12M +125,147 +151%
PA
202
Pinnacle Associates
New York
$3.43M +$1.01M +59,488 +41%
MC
203
Maplelane Capital
New York
$3.34M +$3.39M +200,000 +20,000,000%
Russell Investments Group
204
Russell Investments Group
United Kingdom
$3.27M +$960K +56,642 +42%
Twin Tree Management
205
Twin Tree Management
Texas
$3.24M +$1.67M +98,291 +103%
TEE
206
Tibra Equities Europe
United Kingdom
$3.21M +$3.26M +192,294 New
CGH
207
Crossmark Global Holdings
Texas
$3.12M +$1.68M +98,792 +112%
HWA
208
HCR Wealth Advisors
California
$3.11M -$186K -10,957 -6%
Nomura Asset Management
209
Nomura Asset Management
Japan
$3.09M +$1.21M +71,210 +63%
CCMH
210
Cornerstone Capital Management Holdings
New York
$3.05M +$1.5M +88,610 +94%
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$3.03M +$1.48M +87,251 +93%
URS
212
Utah Retirement Systems
Utah
$2.98M +$1.35M +79,821 +81%
CS
213
Candriam SCA
Luxembourg
$2.93M +$716K +42,221 +32%
BTS
214
BB&T Securities
Virginia
$2.92M +$411K +24,231 +16%
AI
215
Atria Investments
North Carolina
$2.88M +$515K +30,359 +21%
Public Sector Pension Investment Board (PSP Investments)
216
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.87M +$2.43M +143,179 +501%
NLGIA
217
Nippon Life Global Investors Americas
New York
$2.77M -$4.97M -292,960 -64%
Millennium Management
218
Millennium Management
New York
$2.76M +$2.81M +165,514 New
XK
219
Xact Kapitalforvaltning
Sweden
$2.72M +$1.1M +64,817 +66%
KS
220
Karpas Strategies
Connecticut
$2.72M +$2.76M +162,917 New
LPL Financial
221
LPL Financial
California
$2.71M +$797K +46,986 +41%
AQR Capital Management
222
AQR Capital Management
Connecticut
$2.67M -$18.6M -1,095,910 -87%
HWM
223
Holloway Wealth Management
Florida
$2.66M
EIM
224
ExxonMobil Investment Management
Texas
$2.58M +$921K +54,312 +54%
AAF
225
Andra AP-fonden
Sweden
$2.52M +$1.17M +68,885 +84%

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.