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805 hedge funds and large institutions have $8.91B invested in Lumen in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 322 increasing their positions, 228 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 60

41% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 228

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 778805 (+27)

0.8% more ownership

Funds ownership: 78.64%79.43% (+0.8%)

1% less capital invested

Capital invested by funds: $9.02B → $8.91B (-$110M)

29% less call options, than puts

Call options by funds: $186M | Put options by funds: $263M

Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.56%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
101
Increased
322
Reduced
228
Closed
60
Calls
$186M
Puts
$263M
Net Calls
-$77M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.29B +$28.5M +2,543,307 +2%
BlackRock
2
BlackRock
New York
$1.05B -$17.2M -1,534,449 -2%
Temasek Holdings
3
Temasek Holdings
Singapore
$793M
SAM
4
Southeastern Asset Management
Tennessee
$676M -$5.8M -516,982 -0.8%
State Street
5
State Street
Massachusetts
$657M -$9.32M -830,234 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$223M +$9.87M +879,829 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$216M +$7.21M +642,071 +3%
Morgan Stanley
8
Morgan Stanley
New York
$189M +$54.4M +4,851,839 +39%
Invesco
9
Invesco
Georgia
$158M -$6.12M -545,008 -4%
AACR
10
ACR Alpine Capital Research
Missouri
$156M +$3.62M +322,419 +2%
Northern Trust
11
Northern Trust
Illinois
$152M +$24.1M +2,144,757 +18%
First Trust Advisors
12
First Trust Advisors
Illinois
$148M -$71.8M -6,401,665 -32%
Pacer Advisors
13
Pacer Advisors
Pennsylvania
$117M +$44.4M +3,953,077 +58%
Marshall Wace
14
Marshall Wace
United Kingdom
$107M +$40.1M +3,571,534 +57%
Charles Schwab
15
Charles Schwab
California
$102M +$2.23M +198,764 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$86.5M +$8.05M +717,034 +10%
Legal & General Group
17
Legal & General Group
United Kingdom
$80.5M +$104K +9,244 +0.1%
JP Morgan Chase
18
JP Morgan Chase
New York
$79.8M +$2.92M +260,265 +4%
Norges Bank
19
Norges Bank
Norway
$63.3M -$10.6M -945,687 -14%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$61.1M +$10.4M +930,531 +20%
Millennium Management
21
Millennium Management
New York
$53.3M +$35M +3,116,587 +176%
UBS AM
22
UBS AM
Illinois
$48.4M +$6.04M +538,403 +14%
N
23
Nuveen
North Carolina
$47.3M +$3.77M +336,289 +8%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$47.1M +$42M +3,742,815 +656%
Barclays
25
Barclays
United Kingdom
$44.1M +$3.16M +281,442 +7%

LUMN Hedge Fund Activity: Q2 2022 in Review

805 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2022, worth a combined $8.91B — down 1.2% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new LUMN positions and 60 closed out — a net gain of 41 holders — while 322 added to existing stakes and 228 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.4M. The largest seller was Janus Henderson Group, cutting an estimated $72.3M.

  • 805 institutional investors held Lumen (LUMN) as of Q2 2022, up from 778 in Q1 2022.
  • Funds reported $8.91B of Lumen stock for Q2 2022, down 1.2% quarter-over-quarter.
  • 101 funds opened new Lumen positions in Q2 2022 and 60 closed out, a net change of +41 holders.
  • The largest Lumen buyer in Q2 2022 was Morgan Stanley, an estimated $54.4M added.
  • The largest Lumen seller in Q2 2022 was Janus Henderson Group, an estimated $72.3M sold.

Based on aggregated 13F filings for Q2 2022.