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778 hedge funds and large institutions have $9.02B invested in Lumen in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 307 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $247M | Put options by funds: $192M

26% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 244

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 97

1.4% less ownership

Funds ownership: 80.04%78.64% (-1.4%)

2% less funds holding

Funds holding: 791778 (-13)

12% less capital invested

Capital invested by funds: $10.2B → $9.02B (-$1.2B)

Holders
778
Holders Change
-13
Holders Change %
-1.64%
% of All Funds
12.27%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
95
Increased
307
Reduced
244
Closed
97
Calls
$247M
Puts
$192M
Net Calls
+$55.7M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.31B +$31.2M +2,726,090 +2%
BlackRock
2
BlackRock
New York
$1.1B +$26.7M +2,332,996 +2%
Temasek Holdings
3
Temasek Holdings
Singapore
$819M -$282M -24,600,000 -25%
SAM
4
Southeastern Asset Management
Tennessee
$704M -$22.3M -1,945,424 -3%
State Street
5
State Street
Massachusetts
$688M -$5.38M -469,703 -0.8%
First Trust Advisors
6
First Trust Advisors
Illinois
$225M -$3.33M -290,931 -1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$220M +$4.78M +417,651 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$216M +$1.41M +123,196 +0.6%
Invesco
9
Invesco
Georgia
$169M +$33.4M +2,919,199 +24%
AACR
10
ACR Alpine Capital Research
Missouri
$157M +$39.7M +3,466,092 +33%
Morgan Stanley
11
Morgan Stanley
New York
$141M -$34.8M -3,042,431 -20%
Northern Trust
12
Northern Trust
Illinois
$133M +$1.16M +101,765 +0.9%
Charles Schwab
13
Charles Schwab
California
$103M +$6.26M +547,257 +6%
Legal & General Group
14
Legal & General Group
United Kingdom
$83M +$4.17M +364,391 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$81.3M -$19.6M -1,711,168 -19%
JP Morgan Chase
16
JP Morgan Chase
New York
$79.5M +$4.45M +389,183 +6%
Pacer Advisors
17
Pacer Advisors
Pennsylvania
$76.6M +$55.1M +4,815,840 +244%
Norges Bank
18
Norges Bank
Norway
$76M +$37.7M +3,290,390 +95%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$73.9M -$6.31M -551,081 -8%
Marshall Wace
20
Marshall Wace
United Kingdom
$70.5M +$61.5M +5,372,303 +609%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$59.4M -$18.1M -1,583,560 -23%
GHC
22
Graham Holdings Company
Virginia
$55.6M
PPA
23
Parametric Portfolio Associates
Washington
$53M -$42M -3,668,047 -44%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$52.7M +$7.18M +627,263 +16%
BMO
25
Beck Mack & Oliver
New York
$48.3M -$5.85M -510,813 -11%