Lumen
LUMN
708 hedge funds and large institutions have $11B invested in Lumen in 2021 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 230 increasing their positions, 242 reducing their positions, and 116 closing their positions.
35% more capital invested
Capital invested by funds: $8.17B → $11B (+$2.86B)
16% more call options, than puts
Call options by funds: $172M | Put options by funds: $148M
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
8% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 116
1% more funds holding
Funds holding: 704 → 708 (+4)
5% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 242
1.1% less ownership
Funds ownership: 76.48% → 75.38% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$57.1M |
| 2 |
BlackRock
New York
|
+$57.1M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$48.2M |
| 4 |
D.E. Shaw & Co
New York
|
+$25.2M |
| 5 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
-$50M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$45.5M |
| 3 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$37.1M |
| 4 |
Barclays
London,
United Kingdom
|
-$36.4M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$34.7M |
LUMN Hedge Fund Activity: Q1 2021 in Review
708 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2021, worth a combined $11B — up 35% from $8.17B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new LUMN positions and 116 closed out — a net gain of 9 holders — while 230 added to existing stakes and 242 trimmed.
The largest buyer was Bank of America, adding an estimated $57.1M. The largest seller was Prudential plc, cutting an estimated $50M.
- 708 institutional investors held Lumen (LUMN) as of Q1 2021, up from 704 in Q4 2020.
- Funds reported $11B of Lumen stock for Q1 2021, up 35% quarter-over-quarter.
- 125 funds opened new Lumen positions in Q1 2021 and 116 closed out, a net change of +9 holders.
- The largest Lumen buyer in Q1 2021 was Bank of America, an estimated $57.1M added.
- The largest Lumen seller in Q1 2021 was Prudential plc, an estimated $50M sold.
Based on aggregated 13F filings for Q1 2021.