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710 hedge funds and large institutions have $15.4B invested in Lumen in 2017 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 332 increasing their positions, 145 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more funds holding in top 10

Funds holding in top 10: 722 (+15)

129% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 145

98% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 92

81% more capital invested

Capital invested by funds: $8.51B → $15.4B (+$6.87B)

14% more funds holding

Funds holding: 625710 (+85)

4.38% more ownership

Funds ownership: 81.88%86.26% (+4.4%)

10% less call options, than puts

Call options by funds: $410M | Put options by funds: $453M

Holders
710
Holders Change
+85
Holders Change %
+13.6%
% of All Funds
16.1%
Holding in Top 10
22
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+214.29%
% of All Funds
0.5%
New
182
Increased
332
Reduced
145
Closed
92
Calls
$410M
Puts
$453M
Net Calls
-$43M
Net Calls Change
+$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.69B +$746M +43,999,282 +77%
STT
2
Singapore Technologies Telemedia
Singapore
$1.55B +$1.58B +92,904,239 New
Temasek Holdings
3
Temasek Holdings
Singapore
$1.55B +$1.58B +92,904,239 New
BlackRock
4
BlackRock
New York
$1.2B +$448M +26,399,905 +58%
SAM
5
Southeastern Asset Management
Tennessee
$1.19B +$1.21B +71,486,921 New
State Street
6
State Street
Massachusetts
$852M +$362M +21,376,443 +72%
Capital Research Global Investors
7
Capital Research Global Investors
California
$446M +$57.9M +3,411,840 +15%
Morgan Stanley
8
Morgan Stanley
New York
$343M +$194M +11,416,164 +125%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$341M +$77.1M +4,548,664 +29%
Bank of America
10
Bank of America
North Carolina
$306M +$134M +7,889,090 +76%
FMI
11
Fiduciary Management Inc
Wisconsin
$291M +$235M +13,867,855 +386%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$213M +$42.1M +2,481,898 +24%
Northern Trust
13
Northern Trust
Illinois
$182M +$68.4M +4,032,525 +58%
Goldman Sachs
14
Goldman Sachs
New York
$173M -$36.6M -2,156,378 -17%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$173M +$79.4M +4,685,323 +82%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$126M +$8.92M +525,811 +7%
Aberdeen Group
17
Aberdeen Group
United Kingdom
$111M +$105M +6,174,561 +1,217%
Legal & General Group
18
Legal & General Group
United Kingdom
$108M +$39.4M +2,323,105 +56%
JP Morgan Chase
19
JP Morgan Chase
New York
$103M +$64.6M +3,808,853 +162%
Citigroup
20
Citigroup
New York
$102M +$100M +5,910,233 +2,535%
Norges Bank
21
Norges Bank
Norway
$97.1M +$87.8M +5,180,205 +807%
EIP
22
Epoch Investment Partners
New York
$90.9M -$1.18M -69,301 -1%
Barclays
23
Barclays
United Kingdom
$88.7M +$79.2M +4,668,269 +720%
UBS Group
24
UBS Group
Switzerland
$79.5M +$36.9M +2,173,710 +84%
TIM
25
Thornburg Investment Management
New Mexico
$79M

LUMN Hedge Fund Activity: Q4 2017 in Review

710 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2017, worth a combined $15.4B — up 81% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new LUMN positions and 92 closed out — a net gain of 90 holders — while 332 added to existing stakes and 145 trimmed.

The largest buyer was Singapore Technologies Telemedia, opening a new position worth an estimated $1.58B. The largest seller was Corvex Management, exiting entirely with an estimated $370M sold.

  • 710 institutional investors held Lumen (LUMN) as of Q4 2017, up from 625 in Q3 2017.
  • Funds reported $15.4B of Lumen stock for Q4 2017, up 81% quarter-over-quarter.
  • 182 funds opened new Lumen positions in Q4 2017 and 92 closed out, a net change of +90 holders.
  • The largest Lumen buyer in Q4 2017 was Singapore Technologies Telemedia, an estimated $1.58B added.
  • The largest Lumen seller in Q4 2017 was Corvex Management, an estimated $370M sold.

Based on aggregated 13F filings for Q4 2017.