Lumen
LUMN
722 hedge funds and large institutions have $11.2B invested in Lumen in 2019 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 223 increasing their positions, 266 reducing their positions, and 71 closing their positions.
63% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 71
9% more capital invested
Capital invested by funds: $10.3B → $11.2B (+$922M)
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
4% more funds holding
Funds holding: 691 → 722 (+31)
2.18% more ownership
Funds ownership: 75.73% → 77.91% (+2.2%)
16% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 266
64% less call options, than puts
Call options by funds: $121M | Put options by funds: $332M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
+$268M |
| 2 |
Goldman Sachs
New York
|
+$42.3M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$38.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$34.4M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$30.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$36.4M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$28M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$27.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$25.8M |
| 5 |
Citigroup
New York
|
-$22.9M |
LUMN Hedge Fund Activity: Q4 2019 in Review
722 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q4 2019, worth a combined $11.2B — up 8.9% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new LUMN positions and 71 closed out — a net gain of 45 holders — while 223 added to existing stakes and 266 trimmed.
The largest buyer was American International Group, adding an estimated $268M. The largest seller was Morgan Stanley, cutting an estimated $36.4M.
- 722 institutional investors held Lumen (LUMN) as of Q4 2019, up from 691 in Q3 2019.
- Funds reported $11.2B of Lumen stock for Q4 2019, up 8.9% quarter-over-quarter.
- 116 funds opened new Lumen positions in Q4 2019 and 71 closed out, a net change of +45 holders.
- The largest Lumen buyer in Q4 2019 was American International Group, an estimated $268M added.
- The largest Lumen seller in Q4 2019 was Morgan Stanley, an estimated $36.4M sold.
Based on aggregated 13F filings for Q4 2019.