Lumen
LUMN
707 hedge funds and large institutions have $8.81B invested in Lumen in 2020 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 266 increasing their positions, 221 reducing their positions, and 58 closing their positions.
71% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 58
20% more repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 221
5% more funds holding
Funds holding: 672 → 707 (+35)
1.84% more ownership
Funds ownership: 78.06% → 79.9% (+1.8%)
3% more capital invested
Capital invested by funds: $8.6B → $8.81B (+$215M)
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
61% less call options, than puts
Call options by funds: $78.6M | Put options by funds: $202M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$142M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$74.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$30.9M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$28.8M |
| 5 |
Goldman Sachs
New York
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$40.3M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$32M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$30.2M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$27.6M |
| 5 |
CA
CapWealth Advisors
Franklin,
Tennessee
|
-$25.6M |
LUMN Hedge Fund Activity: Q3 2020 in Review
707 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q3 2020, worth a combined $8.81B — up 2.5% from $8.6B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new LUMN positions and 58 closed out — a net gain of 41 holders — while 266 added to existing stakes and 221 trimmed.
The largest buyer was Citigroup, adding an estimated $142M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $40.3M sold.
- 707 institutional investors held Lumen (LUMN) as of Q3 2020, up from 672 in Q2 2020.
- Funds reported $8.81B of Lumen stock for Q3 2020, up 2.5% quarter-over-quarter.
- 99 funds opened new Lumen positions in Q3 2020 and 58 closed out, a net change of +41 holders.
- The largest Lumen buyer in Q3 2020 was Citigroup, an estimated $142M added.
- The largest Lumen seller in Q3 2020 was Arrowstreet Capital, an estimated $40.3M sold.
Based on aggregated 13F filings for Q3 2020.