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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
BCIM
201
British Columbia Investment Management
British Columbia, Canada
$2.35M +$271K +19,644 +13%
APF
202
Alaska Permanent Fund
Alaska
$2.32M -$479K -34,700 -17%
Squarepoint
203
Squarepoint
New York
$2.32M +$2.35M +170,650 New
CB
204
Commerce Bank
Missouri
$2.26M +$16.6K +1,203 +0.7%
Macquarie Group
205
Macquarie Group
Australia
$2.26M -$382K -27,695 -14%
CIP
206
Cornerstone Investment Partners
Georgia
$2.25M -$2.39K -173 -0.1%
TPSF
207
Texas Permanent School Fund
Texas
$2.25M +$5.85K +424 +0.3%
AI
208
Atria Investments
North Carolina
$2.2M -$35.3K -2,557 -2%
M
209
Mirova
France
$2.17M +$65.2K +4,725 +3%
Public Sector Pension Investment Board (PSP Investments)
210
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.17M +$910K +65,915 +70%
ACM
211
AlphaCrest Capital Management
New York
$2.15M -$2.63M -190,373 -55%
MSL
212
Mackay Shields LLC
New York
$2.13M -$170K -12,292 -7%
HWM
213
Hohimer Wealth Management
Washington
$2.13M +$179K +12,946 +9%
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$2.12M +$2.15M +155,910 New
JMPWA
215
JP Morgan Private Wealth Advisors
California
$2.11M +$562K +40,695 +36%
SOADOR
216
State of Alaska Department of Revenue
Alaska
$2.1M -$7.12M -515,836 -77%
MAA
217
Mraz Amerine & Associates
California
$2.09M +$13.1K +949 +0.6%
LFAS
218
Level Four Advisory Services
Texas
$2.06M +$450K +32,588 +27%
CAS
219
Cascadia Advisory Services
Oregon
$2.04M +$33.1K +2,397 +2%
GFA
220
Gifford Fong Associates
California
$2.04M – – –
PAM
221
Panagora Asset Management
Massachusetts
$1.98M -$844K -61,195 -30%
Balyasny Asset Management
222
Balyasny Asset Management
Illinois
$1.92M +$1.45M +104,902 +289%
JWCA
223
J.W. Cole Advisors
Florida
$1.91M +$64.8K +4,695 +3%
CA
224
Corrado Advisors
New Jersey
$1.88M +$370K +26,812 +24%
MA
225
Mutual Advisors
Nebraska
$1.87M -$1.15K -83 -0.1%
7 8
9
10 11

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.