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714 hedge funds and large institutions have $14.1B invested in Lumen in 2018 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 259 increasing their positions, 256 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

10% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 84

1% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 256

1% more funds holding

Funds holding: 710714 (+4)

0% less call options, than puts

Call options by funds: $298M | Put options by funds: $299M

5.82% less ownership

Funds ownership: 86.26%80.45% (-5.8%)

8% less capital invested

Capital invested by funds: $15.4B → $14.1B (-$1.25B)

Holders
714
Holders Change
+4
Holders Change %
+0.56%
% of All Funds
16.36%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.6%
New
92
Increased
259
Reduced
256
Closed
84
Calls
$298M
Puts
$299M
Net Calls
-$1.01M
Net Calls Change
+$42M
Name Holding Trade Value Shares
Change
Change in
Stake
Temasek Holdings
1
Temasek Holdings
Singapore
$1.74B +$225M +12,957,184 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.66B -$7.76M -447,328 -0.4%
BlackRock
3
BlackRock
New York
$1.4B +$235M +13,563,610 +19%
SAM
4
Southeastern Asset Management
Tennessee
$1.18B +$1.2M +69,181 +0.1%
State Street
5
State Street
Massachusetts
$806M -$35.3M -2,035,832 -4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$555M +$122M +7,038,331 +26%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$346M +$10.5M +607,442 +3%
Bank of America
8
Bank of America
North Carolina
$316M +$15.6M +898,981 +5%
Morgan Stanley
9
Morgan Stanley
New York
$311M -$27.8M -1,603,288 -8%
FMI
10
Fiduciary Management Inc
Wisconsin
$303M +$17.2M +992,063 +6%
Goldman Sachs
11
Goldman Sachs
New York
$263M +$98.1M +5,656,171 +54%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$200M -$10.1M -581,588 -5%
Norges Bank
13
Norges Bank
Norway
$192M +$102M +5,867,917 +101%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$187M +$18.4M +1,062,189 +10%
Northern Trust
15
Northern Trust
Illinois
$180M -$136K -7,865 -0.1%
Citigroup
16
Citigroup
New York
$155M +$57.1M +3,293,351 +54%
Aberdeen Group
17
Aberdeen Group
United Kingdom
$123M +$14.4M +828,981 +12%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$119M -$5.21M -300,100 -4%
EIP
19
Epoch Investment Partners
New York
$105M +$16.2M +936,766 +17%
AACR
20
ACR Alpine Capital Research
Missouri
$101M +$32.9M +1,894,921 +45%
Legal & General Group
21
Legal & General Group
United Kingdom
$97.6M -$8.75M -504,212 -8%
BMO
22
Beck Mack & Oliver
New York
$92.6M +$23.7M +1,369,018 +32%
PPA
23
Parametric Portfolio Associates
Washington
$85M +$9.52M +548,639 +12%
TIM
24
Thornburg Investment Management
New Mexico
$77.3M -$551K -31,770 -0.7%
Charles Schwab
25
Charles Schwab
California
$77M +$5.65M +325,594 +7%

LUMN Hedge Fund Activity: Q1 2018 in Review

714 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2018, worth a combined $14.1B — down 8.1% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new LUMN positions and 84 closed out — a net gain of 8 holders — while 259 added to existing stakes and 256 trimmed.

The largest buyer was BlackRock, adding an estimated $235M. The largest seller was Singapore Technologies Telemedia, exiting entirely with an estimated $1.55B sold.

  • 714 institutional investors held Lumen (LUMN) as of Q1 2018, up from 710 in Q4 2017.
  • Funds reported $14.1B of Lumen stock for Q1 2018, down 8.1% quarter-over-quarter.
  • 92 funds opened new Lumen positions in Q1 2018 and 84 closed out, a net change of +8 holders.
  • The largest Lumen buyer in Q1 2018 was BlackRock, an estimated $235M added.
  • The largest Lumen seller in Q1 2018 was Singapore Technologies Telemedia, an estimated $1.55B sold.

Based on aggregated 13F filings for Q1 2018.