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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
Skandinaviska Enskilda Banken (SEB)
201
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.47M +$352K +28,170 +22%
RFC
202
Regions Financial Corp
Alabama
$1.46M +$128K +10,203 +7%
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$1.46M +$699K +55,871 +57%
FAAS
204
First Allied Advisory Services
California
$1.45M -$39.6K -3,171 -2%
MLICM
205
Metropolitan Life Insurance Company (MetLife)
New York
$1.43M -$7.09K -567 -0.4%
CIP
206
Cornerstone Investment Partners
Georgia
$1.41M +$110K +8,830 +6%
FAF
207
Fjarde Ap-fonden
Sweden
$1.41M -$421K -33,700 -18%
ProShare Advisors
208
ProShare Advisors
Maryland
$1.37M -$747K -59,713 -29%
MSA
209
Mason Street Advisors
Wisconsin
$1.32M
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$1.32M -$426K -34,094 -20%
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$1.31M +$59.2K +4,735 +4%
LFAS
212
Level Four Advisory Services
Texas
$1.29M -$72.4K -5,787 -4%
Teacher Retirement System of Texas
213
Teacher Retirement System of Texas
Texas
$1.27M -$2.17M -173,224 -56%
MOACM
214
Mutual of America Capital Management
New York
$1.26M +$36.1K +2,885 +2%
WBC
215
Westpac Banking Corp
Australia
$1.26M -$2.15M -171,700 -56%
PCM
216
Penserra Capital Management
California
$1.25M +$337K +26,956 +27%
SEI Investments
217
SEI Investments
Pennsylvania
$1.23M -$762K -60,939 -32%
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
$1.21M -$1.44M -115,057 -47%
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$1.18M -$6.72M -537,163 -81%
MAA
220
Mraz Amerine & Associates
California
$1.17M +$591K +47,234 +62%
Point72 Asset Management
221
Point72 Asset Management
Connecticut
$1.15M +$1.52M +121,400 New
CAM
222
Cozad Asset Management
Illinois
$1.11M +$423K +33,862 +41%
CAN
223
Cetera Advisor Networks
California
$1.11M -$98.1K -7,843 -6%
TFCM
224
Taylor Frigon Capital Management
Arizona
$1.11M -$9.37K -749 -0.6%
NIPH
225
NN Investment Partners Holdings
Netherlands
$1.1M -$1.24M -99,135 -46%

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.