Lumen
LUMN
691 hedge funds and large institutions have $10.3B invested in Lumen in 2019 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 257 increasing their positions, 236 reducing their positions, and 85 closing their positions.
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
8% more capital invested
Capital invested by funds: $9.53B → $10.3B (+$773M)
1.37% more ownership
Funds ownership: 74.36% → 75.73% (+1.4%)
9% more repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 236
2% less funds holding
Funds holding: 706 → 691 (-15)
13% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 85
50% less call options, than puts
Call options by funds: $176M | Put options by funds: $356M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$152M |
| 2 |
BlackRock
New York
|
+$56.1M |
| 3 |
Citigroup
New York
|
+$29.1M |
| 4 |
Goldman Sachs
New York
|
+$25.9M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$121M |
| 2 |
Bank of New York Mellon
New York
|
-$43.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$39.4M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$30.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$19.9M |
LUMN Hedge Fund Activity: Q3 2019 in Review
691 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q3 2019, worth a combined $10.3B — up 8.1% from $9.53B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of LUMN and 74 opened new positions — a net loss of 11 holders — while 236 trimmed existing stakes and 257 added.
The largest buyer was Vanguard Group, adding an estimated $152M. The largest seller was First Trust Advisors, cutting an estimated $121M.
- 691 institutional investors held Lumen (LUMN) as of Q3 2019, down from 706 in Q2 2019.
- Funds reported $10.3B of Lumen stock for Q3 2019, up 8.1% quarter-over-quarter.
- 74 funds opened new Lumen positions in Q3 2019 and 85 closed out, a net change of -11 holders.
- The largest Lumen buyer in Q3 2019 was Vanguard Group, an estimated $152M added.
- The largest Lumen seller in Q3 2019 was First Trust Advisors, an estimated $121M sold.
Based on aggregated 13F filings for Q3 2019.