Lumen
LUMN
655 hedge funds and large institutions have $10.1B invested in Lumen in 2017 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 276 increasing their positions, 205 reducing their positions, and 70 closing their positions.
77% more call options, than puts
Call options by funds: $211M | Put options by funds: $119M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
35% more repeat investments, than reductions
Existing positions increased: 276 | Existing positions reduced: 205
4.22% more ownership
Funds ownership: 73.94% → 78.16% (+4.2%)
5% more capital invested
Capital invested by funds: $9.62B → $10.1B (+$455M)
4% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 70
1% less funds holding
Funds holding: 664 → 655 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.08B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$185M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$87.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$82.6M |
| 5 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$82.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$100M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$91.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$69.5M |
| 4 |
Millennium Management
New York
|
-$54.7M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$37.3M |
LUMN Hedge Fund Activity: Q1 2017 in Review
655 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2017, worth a combined $10.1B — up 4.7% from $9.62B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new LUMN positions and 70 closed out — a net gain of 3 holders — while 276 added to existing stakes and 205 trimmed.
The largest buyer was BlackRock, adding an estimated $1.08B. The largest seller was Ameriprise, cutting an estimated $100M.
- 655 institutional investors held Lumen (LUMN) as of Q1 2017, down from 664 in Q4 2016.
- Funds reported $10.1B of Lumen stock for Q1 2017, up 4.7% quarter-over-quarter.
- 73 funds opened new Lumen positions in Q1 2017 and 70 closed out, a net change of +3 holders.
- The largest Lumen buyer in Q1 2017 was BlackRock, an estimated $1.08B added.
- The largest Lumen seller in Q1 2017 was Ameriprise, an estimated $100M sold.
Based on aggregated 13F filings for Q1 2017.