Lumen
LUMN
762 hedge funds and large institutions have $12.4B invested in Lumen in 2018 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 261 increasing their positions, 282 reducing their positions, and 107 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 21 → 24 (+3)
10% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 107
0.01% more ownership
Funds ownership: 76.25% → 76.26% (+0.01%)
0% more funds holding
Funds holding: 762 → 762 (0)
7% less repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 282
29% less capital invested
Capital invested by funds: $17.5B → $12.4B (-$5.03B)
39% less call options, than puts
Call options by funds: $188M | Put options by funds: $306M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$95.6M |
| 2 |
Morgan Stanley
New York
|
+$83.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$58.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$58.1M |
| 5 |
BlackRock
New York
|
+$51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$101M |
| 2 |
Goldman Sachs
New York
|
-$101M |
| 3 |
Bank of New York Mellon
New York
|
-$96.6M |
| 4 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$72.1M |
| 5 |
JP Morgan Chase
New York
|
-$55.9M |
LUMN Hedge Fund Activity: Q4 2018 in Review
762 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2018, worth a combined $12.4B — down 29% from $17.5B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new LUMN positions and 107 closed out — a net gain of 11 holders — while 261 added to existing stakes and 282 trimmed.
The largest buyer was Vanguard Group, adding an estimated $95.6M. The largest seller was Capital Research Global Investors, cutting an estimated $101M.
- 762 institutional investors held Lumen (LUMN) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $12.4B of Lumen stock for Q4 2018, down 29% quarter-over-quarter.
- 118 funds opened new Lumen positions in Q4 2018 and 107 closed out, a net change of +11 holders.
- The largest Lumen buyer in Q4 2018 was Vanguard Group, an estimated $95.6M added.
- The largest Lumen seller in Q4 2018 was Capital Research Global Investors, an estimated $101M sold.
Based on aggregated 13F filings for Q4 2018.