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Lumen
LUMN

606 hedge funds and large institutions have $15.7B invested in Lumen in 2013 Q2 according to their latest regulatory filings, with 606 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

72.73% more ownership

Funds ownership: 0% → 72.73% (+73%)

28% more call options, than puts

Call options by funds: $317M | Put options by funds: $248M

Holders
606
Holders Change
+606
Holders Change %
–
% of All Funds
19.78%
Holding in Top 10
8
Holding in Top 10 Change
+8
Holding in Top 10 Change %
% of All Funds
0.26%
New
606
Increased
–
Reduced
–
Closed
–
Calls
$317M
Puts
$248M
Net Calls
+$69.5M
Net Calls Change
+$69.5M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.59B +$2.66B +73,265,235 New
State Street
2
State Street
Massachusetts
$1.22B +$1.26B +34,594,985 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.03B +$1.06B +29,119,164 New
BIT
4
BlackRock Institutional Trust
California
$564M +$580M +15,954,348 New
BFA
5
BlackRock Fund Advisors
California
$376M +$387M +10,636,852 New
Capital World Investors
6
Capital World Investors
California
$367M +$377M +10,371,120 New
EIP
7
Epoch Investment Partners
New York
$365M +$375M +10,323,526 New
Morgan Stanley
8
Morgan Stanley
New York
$363M +$374M +10,279,787 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$358M +$369M +10,136,150 New
American Century Companies
10
American Century Companies
Missouri
$346M +$356M +9,796,665 New
Northern Trust
11
Northern Trust
Illinois
$291M +$299M +8,233,524 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$274M +$282M +7,759,053 New
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$259M +$266M +7,319,901 New
Bank of America
14
Bank of America
North Carolina
$238M +$245M +6,740,023 New
Franklin Resources
15
Franklin Resources
California
$219M +$225M +6,199,200 New
Ameriprise
16
Ameriprise
Minnesota
$188M +$193M +5,319,713 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$161M +$165M +4,545,032 New
Goldman Sachs
18
Goldman Sachs
New York
$156M +$160M +4,406,304 New
APG Asset Management
19
APG Asset Management
Netherlands
$154M +$159M +4,368,768 New
JHIU
20
Janus Henderson Investors US
Colorado
$154M +$158M +4,350,902 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$146M +$150M +4,120,574 New
BG
22
BlackRock Group
United Kingdom
$144M +$148M +4,082,620 New
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$142M +$146M +4,015,408 New
NIMC
24
NWQ Investment Management Company
California
$142M +$146M +4,006,991 New
Prudential Financial
25
Prudential Financial
New Jersey
$129M +$132M +3,641,612 New
1
2 3 4 5

LUMN Hedge Fund Activity: Q2 2013 in Review

606 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2013, worth a combined $15.7B.

Buyers outnumbered sellers: 606 funds opened new LUMN positions and 0 closed out — a net gain of 606 holders — while 0 added to existing stakes and 0 trimmed.

  • 606 institutional investors held Lumen (LUMN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $15.7B of Lumen stock for Q2 2013.
  • 606 funds opened new Lumen positions in Q2 2013 and 0 closed out, a net change of +606 holders.

Based on aggregated 13F filings for Q2 2013.