Lumen
LUMN
665 hedge funds and large institutions have $19.1B invested in Lumen in 2014 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 248 increasing their positions, 223 reducing their positions, and 42 closing their positions.
102% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 42
21% more call options, than puts
Call options by funds: $200M | Put options by funds: $165M
13% more capital invested
Capital invested by funds: $17B → $19.1B (+$2.12B)
11% more repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 223
5% more funds holding
Funds holding: 634 → 665 (+31)
2.36% more ownership
Funds ownership: 72.98% → 75.34% (+2.4%)
36% less funds holding in top 10
Funds holding in top 10: 11 → 7 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
ALPS Advisors
Denver,
Colorado
|
+$445M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$90.6M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$88.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$77.6M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$45.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$76.1M |
| 2 |
Bank of New York Mellon
New York
|
-$74M |
| 3 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$53.5M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$51.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$50.4M |
LUMN Hedge Fund Activity: Q4 2014 in Review
665 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2014, worth a combined $19.1B — up 13% from $17B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new LUMN positions and 42 closed out — a net gain of 43 holders — while 248 added to existing stakes and 223 trimmed.
The largest buyer was ALPS Advisors, adding an estimated $445M. The largest seller was Capital Research Global Investors, cutting an estimated $76.1M.
- 665 institutional investors held Lumen (LUMN) as of Q4 2014, up from 634 in Q3 2014.
- Funds reported $19.1B of Lumen stock for Q4 2014, up 13% quarter-over-quarter.
- 85 funds opened new Lumen positions in Q4 2014 and 42 closed out, a net change of +43 holders.
- The largest Lumen buyer in Q4 2014 was ALPS Advisors, an estimated $445M added.
- The largest Lumen seller in Q4 2014 was Capital Research Global Investors, an estimated $76.1M sold.
Based on aggregated 13F filings for Q4 2014.