Lumen
LUMN
613 hedge funds and large institutions have $14B invested in Lumen in 2013 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 183 increasing their positions, 276 reducing their positions, and 70 closing their positions.
114% more call options, than puts
Call options by funds: $258M | Put options by funds: $121M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 70
1.79% more ownership
Funds ownership: 72.38% → 74.17% (+1.8%)
2% more funds holding
Funds holding: 603 → 613 (+10)
2% more capital invested
Capital invested by funds: $13.7B → $14B (+$314M)
34% less repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 276
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$135M |
| 2 |
Bank of New York Mellon
New York
|
+$124M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$102M |
| 4 |
Jennison Associates
New York
|
+$102M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$48.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$89.5M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$62.6M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$61.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$53.9M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$46M |
LUMN Hedge Fund Activity: Q4 2013 in Review
613 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2013, worth a combined $14B — up 2.3% from $13.7B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new LUMN positions and 70 closed out — a net gain of 15 holders — while 183 added to existing stakes and 276 trimmed.
The largest buyer was Capital International Investors, adding an estimated $135M. The largest seller was OppenheimerFunds, cutting an estimated $89.5M.
- 613 institutional investors held Lumen (LUMN) as of Q4 2013, up from 603 in Q3 2013.
- Funds reported $14B of Lumen stock for Q4 2013, up 2.3% quarter-over-quarter.
- 85 funds opened new Lumen positions in Q4 2013 and 70 closed out, a net change of +15 holders.
- The largest Lumen buyer in Q4 2013 was Capital International Investors, an estimated $135M added.
- The largest Lumen seller in Q4 2013 was OppenheimerFunds, an estimated $89.5M sold.
Based on aggregated 13F filings for Q4 2013.