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658 hedge funds and large institutions have $11B invested in Lumen in 2017 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 245 increasing their positions, 226 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $315M | Put options by funds: $144M

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

12% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 82

9% more capital invested

Capital invested by funds: $10.1B → $11B (+$898M)

5.43% more ownership

Funds ownership: 78.17%83.61% (+5.4%)

8% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 226

1% more funds holding

Funds holding: 654658 (+4)

Holders
658
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
16.4%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
92
Increased
245
Reduced
226
Closed
82
Calls
$315M
Puts
$144M
Net Calls
+$171M
Net Calls Change
+$83.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.37B +$266M +10,583,246 +23%
BlackRock
2
BlackRock
New York
$1.08B -$7.58M -301,709 -0.7%
State Street
3
State Street
Massachusetts
$723M -$22.2M -885,338 -3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$493M -$48.6M -1,933,022 -9%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$486M -$40.1M -1,596,073 -7%
CM
6
Corvex Management
New York
$454M +$477M +18,998,645 New
AIG
7
American International Group
New York
$381M -$34.3K -1,367 -0%
Goldman Sachs
8
Goldman Sachs
New York
$271M +$151M +6,019,028 +113%
Bank of America
9
Bank of America
North Carolina
$250M -$10.8M -431,153 -4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$231M +$7.58M +301,671 +3%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$169M -$987K -39,281 -0.6%
Northern Trust
12
Northern Trust
Illinois
$167M +$2.41M +95,821 +1%
Morgan Stanley
13
Morgan Stanley
New York
$154M +$32.1M +1,278,867 +25%
TIM
14
Thornburg Investment Management
New Mexico
$154M -$2.13M -84,846 -1%
Capital World Investors
15
Capital World Investors
California
$142M +$149M +5,950,000 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$138M -$23M -916,619 -14%
EIP
17
Epoch Investment Partners
New York
$119M +$6.14M +244,347 +5%
APG Asset Management
18
APG Asset Management
Netherlands
$116M
AIM
19
abrdn Investment Management
United Kingdom
$113M +$118M +4,714,806 New
First Trust Advisors
20
First Trust Advisors
Illinois
$104M +$2.4M +95,507 +2%
Ameriprise
21
Ameriprise
Minnesota
$103M -$6.21M -246,982 -5%
Legal & General Group
22
Legal & General Group
United Kingdom
$94.3M +$7.01M +278,943 +8%
FMI
23
Fiduciary Management Inc
Wisconsin
$86.4M +$90.9M +3,618,535 New
VOYA Investment Management
24
VOYA Investment Management
Georgia
$84.7M +$76.2M +3,034,743 +594%
AAMU
25
Amundi Asset Management US
Massachusetts
$84M +$80.4M +3,200,538 +1,013%

LUMN Hedge Fund Activity: Q2 2017 in Review

658 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2017, worth a combined $11B — up 8.9% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new LUMN positions and 82 closed out — a net gain of 10 holders — while 245 added to existing stakes and 226 trimmed.

The largest buyer was Corvex Management, opening a new position worth an estimated $477M. The largest seller was Citadel Advisors, cutting an estimated $100M.

  • 658 institutional investors held Lumen (LUMN) as of Q2 2017, up from 654 in Q1 2017.
  • Funds reported $11B of Lumen stock for Q2 2017, up 8.9% quarter-over-quarter.
  • 92 funds opened new Lumen positions in Q2 2017 and 82 closed out, a net change of +10 holders.
  • The largest Lumen buyer in Q2 2017 was Corvex Management, an estimated $477M added.
  • The largest Lumen seller in Q2 2017 was Citadel Advisors, an estimated $100M sold.

Based on aggregated 13F filings for Q2 2017.