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730 hedge funds and large institutions have $15.6B invested in Lumen in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 260 increasing their positions, 258 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 59

11% more capital invested

Capital invested by funds: $14.1B → $15.6B (+$1.5B)

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

2% more funds holding

Funds holding: 714730 (+16)

1% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 258

2.15% less ownership

Funds ownership: 80.45%78.3% (-2.1%)

41% less call options, than puts

Call options by funds: $177M | Put options by funds: $301M

Holders
730
Holders Change
+16
Holders Change %
+2.24%
% of All Funds
16.71%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.62%
New
79
Increased
260
Reduced
258
Closed
59
Calls
$177M
Puts
$301M
Net Calls
-$123M
Net Calls Change
-$122M
Name Holding Trade Value Shares
Change
Change in
Stake
Temasek Holdings
1
Temasek Holdings
Singapore
$2.3B +$315M +17,339,784 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.89B +$6.32M +348,147 +0.3%
BlackRock
3
BlackRock
New York
$1.58B -$8.25M -454,480 -0.5%
SAM
4
Southeastern Asset Management
Tennessee
$1.32B -$12.1M -665,837 -0.9%
State Street
5
State Street
Massachusetts
$907M -$6.87M -378,122 -0.8%
Capital Research Global Investors
6
Capital Research Global Investors
California
$421M -$204M -11,218,593 -33%
Bank of America
7
Bank of America
North Carolina
$392M +$32.2M +1,774,931 +9%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$388M -$4.15M -228,758 -1%
FMI
9
Fiduciary Management Inc
Wisconsin
$318M -$25.4M -1,401,111 -8%
Goldman Sachs
10
Goldman Sachs
New York
$313M +$13.6M +751,260 +5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$239M +$11.4M +627,080 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$224M +$10.7M +590,514 +5%
Norges Bank
13
Norges Bank
Norway
$223M +$4.68M +257,731 +2%
Northern Trust
14
Northern Trust
Illinois
$201M -$2.18M -119,806 -1%
Aberdeen Group
15
Aberdeen Group
United Kingdom
$140M +$86K +4,735 +0.1%
Morgan Stanley
16
Morgan Stanley
New York
$125M -$223M -12,269,457 -65%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$120M -$14.3M -788,000 -11%
BMO
18
Beck Mack & Oliver
New York
$116M +$10.8M +593,105 +11%
AACR
19
ACR Alpine Capital Research
Missouri
$113M -$1.14M -62,629 -1%
PPA
20
Parametric Portfolio Associates
Washington
$107M +$10.6M +586,249 +11%
Invesco
21
Invesco
Georgia
$105M +$61.2M +3,369,935 +148%
Wells Fargo
22
Wells Fargo
California
$101M +$47.6M +2,619,261 +93%
Legal & General Group
23
Legal & General Group
United Kingdom
$101M -$9.89M -544,823 -9%
AAMU
24
Amundi Asset Management US
Massachusetts
$93.5M +$6.31M +347,248 +7%
UBS Group
25
UBS Group
Switzerland
$93M +$13.8M +760,721 +18%

LUMN Hedge Fund Activity: Q2 2018 in Review

730 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2018, worth a combined $15.6B — up 11% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new LUMN positions and 59 closed out — a net gain of 20 holders — while 260 added to existing stakes and 258 trimmed.

The largest buyer was Temasek Holdings, adding an estimated $315M. The largest seller was Morgan Stanley, cutting an estimated $223M.

  • 730 institutional investors held Lumen (LUMN) as of Q2 2018, up from 714 in Q1 2018.
  • Funds reported $15.6B of Lumen stock for Q2 2018, up 11% quarter-over-quarter.
  • 79 funds opened new Lumen positions in Q2 2018 and 59 closed out, a net change of +20 holders.
  • The largest Lumen buyer in Q2 2018 was Temasek Holdings, an estimated $315M added.
  • The largest Lumen seller in Q2 2018 was Morgan Stanley, an estimated $223M sold.

Based on aggregated 13F filings for Q2 2018.