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778 hedge funds and large institutions have $6B invested in Lumen in 2022 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 346 increasing their positions, 216 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 216

0.45% more ownership

Funds ownership: 79.43%79.88% (+0.45%)

3% less funds holding

Funds holding: 805778 (-27)

18% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 91

24% less call options, than puts

Call options by funds: $158M | Put options by funds: $206M

33% less capital invested

Capital invested by funds: $8.91B → $6B (-$2.92B)

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
778
Holders Change
-27
Holders Change %
-3.35%
% of All Funds
13.4%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
75
Increased
346
Reduced
216
Closed
91
Calls
$158M
Puts
$206M
Net Calls
-$48.5M
Net Calls Change
+$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$862M -$3.03M -297,667 -0.3%
BlackRock
2
BlackRock
New York
$706M +$9.54M +937,797 +1%
Temasek Holdings
3
Temasek Holdings
Singapore
$519M -$14.1M -1,381,055 -2%
State Street
4
State Street
Massachusetts
$451M +$17.4M +1,711,464 +3%
SAM
5
Southeastern Asset Management
Tennessee
$427M -$34.2M -3,363,096 -5%
Morgan Stanley
6
Morgan Stanley
New York
$161M +$48.4M +4,753,259 +27%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$150M +$7.42M +729,177 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$147M -$1.49M -146,068 -0.7%
First Trust Advisors
9
First Trust Advisors
Illinois
$115M +$22.5M +2,207,488 +16%
Invesco
10
Invesco
Georgia
$110M +$6.65M +653,819 +5%
AACR
11
ACR Alpine Capital Research
Missouri
$107M +$4.63M +454,955 +3%
Northern Trust
12
Northern Trust
Illinois
$93.7M -$11.3M -1,107,211 -8%
Marshall Wace
13
Marshall Wace
United Kingdom
$81.9M +$14.5M +1,424,492 +14%
Charles Schwab
14
Charles Schwab
California
$70.3M +$3.36M +330,269 +4%
Pacer Advisors
15
Pacer Advisors
Pennsylvania
$69.3M -$12.4M -1,222,844 -11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$57.9M +$238K +23,421 +0.3%
JP Morgan Chase
17
JP Morgan Chase
New York
$55.5M +$3.16M +310,849 +4%
Legal & General Group
18
Legal & General Group
United Kingdom
$50.4M -$4.57M -449,018 -6%
Norges Bank
19
Norges Bank
Norway
$46.3M +$5.74M +563,838 +10%
Barclays
20
Barclays
United Kingdom
$42.8M +$18.6M +1,830,754 +45%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$41M +$350K +34,382 +0.6%
Goldman Sachs
22
Goldman Sachs
New York
$40.9M +$26.2M +2,578,977 +85%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$40.2M +$12.3M +1,204,209 +28%
UBS AM
24
UBS AM
Illinois
$33.7M +$1.93M +189,784 +4%
N
25
Nuveen
North Carolina
$31.8M +$411K +40,417 +0.9%

LUMN Hedge Fund Activity: Q3 2022 in Review

778 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q3 2022, worth a combined $6B — down 33% from $8.91B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of LUMN and 75 opened new positions — a net loss of 16 holders — while 216 trimmed existing stakes and 346 added.

The largest buyer was Morgan Stanley, adding an estimated $48.4M. The largest seller was Millennium Management, cutting an estimated $46.1M.

  • 778 institutional investors held Lumen (LUMN) as of Q3 2022, down from 805 in Q2 2022.
  • Funds reported $6B of Lumen stock for Q3 2022, down 33% quarter-over-quarter.
  • 75 funds opened new Lumen positions in Q3 2022 and 91 closed out, a net change of -16 holders.
  • The largest Lumen buyer in Q3 2022 was Morgan Stanley, an estimated $48.4M added.
  • The largest Lumen seller in Q3 2022 was Millennium Management, an estimated $46.1M sold.

Based on aggregated 13F filings for Q3 2022.