Lumen
LUMN
603 hedge funds and large institutions have $9.88B invested in Lumen in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 232 increasing their positions, 249 reducing their positions, and 80 closing their positions.
7% less repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 249
5.5% less ownership
Funds ownership: 75.36% → 69.86% (-5.5%)
7% less funds holding
Funds holding: 646 → 603 (-43)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
21% less capital invested
Capital invested by funds: $12.5B → $9.88B (-$2.6B)
39% less call options, than puts
Call options by funds: $148M | Put options by funds: $245M
46% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$247M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$77.9M |
| 3 |
Millennium Management
New York
|
+$59.9M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$23.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$191M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$126M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$113M |
| 4 |
Goldman Sachs
New York
|
-$88.9M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$70.8M |
LUMN Hedge Fund Activity: Q3 2015 in Review
603 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q3 2015, worth a combined $9.88B — down 21% from $12.5B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of LUMN and 43 opened new positions — a net loss of 37 holders — while 249 trimmed existing stakes and 232 added.
The largest buyer was Bank of America, adding an estimated $247M. The largest seller was Ameriprise, cutting an estimated $191M.
- 603 institutional investors held Lumen (LUMN) as of Q3 2015, down from 646 in Q2 2015.
- Funds reported $9.88B of Lumen stock for Q3 2015, down 21% quarter-over-quarter.
- 43 funds opened new Lumen positions in Q3 2015 and 80 closed out, a net change of -37 holders.
- The largest Lumen buyer in Q3 2015 was Bank of America, an estimated $247M added.
- The largest Lumen seller in Q3 2015 was Ameriprise, an estimated $191M sold.
Based on aggregated 13F filings for Q3 2015.