Lumen
LUMN
618 hedge funds and large institutions have $9.81B invested in Lumen in 2015 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 201 increasing their positions, 260 reducing their positions, and 58 closing their positions.
34% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 58
2% more funds holding
Funds holding: 603 → 618 (+15)
1.15% more ownership
Funds ownership: 69.86% → 71% (+1.1%)
1% less capital invested
Capital invested by funds: $9.88B → $9.81B (-$71.9M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
23% less repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 260
34% less call options, than puts
Call options by funds: $160M | Put options by funds: $244M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$104M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.8M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$34.5M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$32.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$110M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$55.9M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$37.4M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$28.9M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$26.6M |
LUMN Hedge Fund Activity: Q4 2015 in Review
618 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2015, worth a combined $9.81B — down 0.73% from $9.88B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new LUMN positions and 58 closed out — a net gain of 20 holders — while 201 added to existing stakes and 260 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $104M. The largest seller was Franklin Resources, cutting an estimated $110M.
- 618 institutional investors held Lumen (LUMN) as of Q4 2015, up from 603 in Q3 2015.
- Funds reported $9.81B of Lumen stock for Q4 2015, down 0.73% quarter-over-quarter.
- 78 funds opened new Lumen positions in Q4 2015 and 58 closed out, a net change of +20 holders.
- The largest Lumen buyer in Q4 2015 was Bank of New York Mellon, an estimated $104M added.
- The largest Lumen seller in Q4 2015 was Franklin Resources, an estimated $110M sold.
Based on aggregated 13F filings for Q4 2015.