We are live on ! Find out more

691 hedge funds and large institutions have $8.12B invested in Lumen in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 248 increasing their positions, 258 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

0.87% more ownership

Funds ownership: 77.91%78.79% (+0.87%)

4% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 258

4% less funds holding

Funds holding: 721691 (-30)

22% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 97

28% less capital invested

Capital invested by funds: $11.2B → $8.12B (-$3.11B)

62% less call options, than puts

Call options by funds: $68.6M | Put options by funds: $179M

Holders
691
Holders Change
-30
Holders Change %
-4.16%
% of All Funds
15.23%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
76
Increased
248
Reduced
258
Closed
97
Calls
$68.6M
Puts
$179M
Net Calls
-$110M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.25B +$69.7M +5,574,480 +4%
Temasek Holdings
2
Temasek Holdings
Singapore
$920M
BlackRock
3
BlackRock
New York
$906M -$17.7M -1,415,859 -1%
SAM
4
Southeastern Asset Management
Tennessee
$636M -$54.7M -4,374,609 -6%
State Street
5
State Street
Massachusetts
$583M +$15.5M +1,237,234 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$179M +$14.6M +1,170,722 +7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$171M -$5.49M -438,730 -2%
AIG
8
American International Group
New York
$168M -$32.7M -2,617,631 -13%
Citigroup
9
Citigroup
New York
$128M +$114M +9,145,064 +209%
Bank of America
10
Bank of America
North Carolina
$127M +$7.52M +601,298 +5%
Norges Bank
11
Norges Bank
Norway
$112M +$30.3M +2,422,379 +26%
Northern Trust
12
Northern Trust
Illinois
$111M -$1.36M -108,732 -0.9%
Goldman Sachs
13
Goldman Sachs
New York
$94.7M -$21.5M -1,720,949 -15%
AACR
14
ACR Alpine Capital Research
Missouri
$92.5M +$5.89M +471,162 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$85.3M -$14.5M -1,156,341 -11%
Legal & General Group
16
Legal & General Group
United Kingdom
$72M +$3.33M +266,395 +4%
BMO
17
Beck Mack & Oliver
New York
$68M -$2.14M -170,856 -2%
Charles Schwab
18
Charles Schwab
California
$64.8M +$6.71M +536,361 +8%
Invesco
19
Invesco
Georgia
$64.3M +$11M +881,272 +15%
First Trust Advisors
20
First Trust Advisors
Illinois
$62.9M +$2.89M +231,420 +4%
Morgan Stanley
21
Morgan Stanley
New York
$61.9M -$15.6M -1,249,630 -16%
PP
22
Prudential plc
United Kingdom
$56.5M +$74.7M +5,971,901 New
PPA
23
Parametric Portfolio Associates
Washington
$54.1M -$10.3M -827,386 -13%
UBS AM
24
UBS AM
Illinois
$53.6M +$3.95M +316,167 +6%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$52.4M +$23.2M +1,851,888 +50%

LUMN Hedge Fund Activity: Q1 2020 in Review

691 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2020, worth a combined $8.12B — down 28% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of LUMN and 76 opened new positions — a net loss of 21 holders — while 258 trimmed existing stakes and 248 added.

The largest buyer was Citigroup, adding an estimated $114M. The largest seller was Southeastern Asset Management, cutting an estimated $54.7M.

  • 691 institutional investors held Lumen (LUMN) as of Q1 2020, down from 721 in Q4 2019.
  • Funds reported $8.12B of Lumen stock for Q1 2020, down 28% quarter-over-quarter.
  • 76 funds opened new Lumen positions in Q1 2020 and 97 closed out, a net change of -21 holders.
  • The largest Lumen buyer in Q1 2020 was Citigroup, an estimated $114M added.
  • The largest Lumen seller in Q1 2020 was Southeastern Asset Management, an estimated $54.7M sold.

Based on aggregated 13F filings for Q1 2020.