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805 hedge funds and large institutions have $8.91B invested in Lumen in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 322 increasing their positions, 228 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 60

41% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 228

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 778805 (+27)

0.8% more ownership

Funds ownership: 78.64%79.43% (+0.8%)

1% less capital invested

Capital invested by funds: $9.02B → $8.91B (-$110M)

29% less call options, than puts

Call options by funds: $186M | Put options by funds: $263M

Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.56%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
101
Increased
322
Reduced
228
Closed
60
Calls
$186M
Puts
$263M
Net Calls
-$77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
201
JP Morgan Private Wealth Advisors
California
$2.44M +$186K +16,580 +8%
RFC
202
Regions Financial Corp
Alabama
$2.43M +$13.3K +1,184 +0.5%
APF
203
Alaska Permanent Fund
Alaska
$2.37M +$521K +46,400 +27%
YCM
204
Yousif Capital Management
Michigan
$2.35M -$29.3K -2,610 -1%
Comerica Bank
205
Comerica Bank
Texas
$2.31M +$40.1K +3,575 +2%
WG
206
Winton Group
United Kingdom
$2.29M +$2.35M +209,757 New
SEI Investments
207
SEI Investments
Pennsylvania
$2.22M +$51.6K +4,598 +2%
BAM
208
Blueshift Asset Management
New Jersey
$2.2M -$3.94M -351,356 -64%
HIMCH
209
Hartford Investment Management Co (HIMCO)
Connecticut
$2.12M +$11.7K +1,045 +0.5%
VCA
210
Verdence Capital Advisors
Maryland
$2.07M -$12.1K -1,081 -0.6%
KBC Group
211
KBC Group
Belgium
$2.02M -$121K -10,745 -5%
Macquarie Group
212
Macquarie Group
Australia
$2.02M -$3.06K -273 -0.1%
QT
213
Quantbot Technologies
New York
$2.01M -$2.18M -194,254 -51%
URS
214
Utah Retirement Systems
Utah
$1.98M
DekaBank Deutsche Girozentrale
215
DekaBank Deutsche Girozentrale
Germany
$1.96M +$77.3K +6,886 +4%
ERIC
216
Eagle Rock Investment Company
Georgia
$1.95M -$79.3K -7,067 -4%
Natixis Advisors
217
Natixis Advisors
Massachusetts
$1.94M +$617K +54,958 +45%
MAA
218
Mraz Amerine & Associates
California
$1.91M +$137K +12,192 +8%
EIP
219
Easterly Investment Partners
Massachusetts
$1.9M -$570K -50,751 -23%
P
220
Pitcairn
Pennsylvania
$1.82M -$34.4K -3,067 -2%
DEM
221
Disciplined Equity Management
Florida
$1.81M +$36.7K +3,270 +2%
Handelsbanken Fonder
222
Handelsbanken Fonder
Sweden
$1.78M -$1.75M -155,761 -49%
OBGC
223
O'Brien Greene & Co
Pennsylvania
$1.78M +$334K +29,750 +22%
ZR
224
Zeno Research
New York
$1.76M +$1.81M +161,248 New
State of Tennessee, Department of Treasury
225
State of Tennessee, Department of Treasury
Tennessee
$1.75M

LUMN Hedge Fund Activity: Q2 2022 in Review

805 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2022, worth a combined $8.91B — down 1.2% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new LUMN positions and 60 closed out — a net gain of 41 holders — while 322 added to existing stakes and 228 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.4M. The largest seller was Janus Henderson Group, cutting an estimated $72.3M.

  • 805 institutional investors held Lumen (LUMN) as of Q2 2022, up from 778 in Q1 2022.
  • Funds reported $8.91B of Lumen stock for Q2 2022, down 1.2% quarter-over-quarter.
  • 101 funds opened new Lumen positions in Q2 2022 and 60 closed out, a net change of +41 holders.
  • The largest Lumen buyer in Q2 2022 was Morgan Stanley, an estimated $54.4M added.
  • The largest Lumen seller in Q2 2022 was Janus Henderson Group, an estimated $72.3M sold.

Based on aggregated 13F filings for Q2 2022.