Lumen
LUMN
711 hedge funds and large institutions have $10.2B invested in Lumen in 2021 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 261 increasing their positions, 235 reducing their positions, and 75 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 235
9% more call options, than puts
Call options by funds: $183M | Put options by funds: $167M
1% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 75
1% less funds holding
Funds holding: 720 → 711 (-9)
1.85% less ownership
Funds ownership: 76.25% → 74.4% (-1.9%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
11% less capital invested
Capital invested by funds: $11.4B → $10.2B (-$1.26B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$68.1M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$50.5M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$43.6M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$30.1M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$129M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$87.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$66.7M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$43.2M |
| 5 |
PFC
Poplar Forest Capital
Pasadena,
California
|
-$22.3M |
LUMN Hedge Fund Activity: Q3 2021 in Review
711 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q3 2021, worth a combined $10.2B — down 11% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new LUMN positions and 75 closed out — a net gain of 1 holder — while 261 added to existing stakes and 235 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $68.1M. The largest seller was Citigroup, cutting an estimated $129M.
- 711 institutional investors held Lumen (LUMN) as of Q3 2021, down from 720 in Q2 2021.
- Funds reported $10.2B of Lumen stock for Q3 2021, down 11% quarter-over-quarter.
- 76 funds opened new Lumen positions in Q3 2021 and 75 closed out, a net change of +1 holder.
- The largest Lumen buyer in Q3 2021 was Morgan Stanley, an estimated $68.1M added.
- The largest Lumen seller in Q3 2021 was Citigroup, an estimated $129M sold.
Based on aggregated 13F filings for Q3 2021.