Lumen
LUMN
554 hedge funds and large institutions have $1.61B invested in Lumen in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 230 reducing their positions, and 139 closing their positions.
1.5% less ownership
Funds ownership: 72.32% → 70.82% (-1.5%)
13% less funds holding
Funds holding: 637 → 554 (-83)
18% less capital invested
Capital invested by funds: $1.96B → $1.61B (-$350M)
38% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 230
57% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 139
72% less call options, than puts
Call options by funds: $17.2M | Put options by funds: $61.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$67M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$22.1M |
| 3 |
Two Sigma Advisers
New York
|
+$16M |
| 4 |
Two Sigma Investments
New York
|
+$13.9M |
| 5 |
State Street
Boston,
Massachusetts
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$85M |
| 2 |
Renaissance Technologies
New York
|
-$49.1M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$18M |
| 4 |
Morgan Stanley
New York
|
-$17.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$13.5M |
LUMN Hedge Fund Activity: Q2 2023 in Review
554 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q2 2023, worth a combined $1.61B — down 18% from $1.96B a quarter earlier.
Sellers outnumbered buyers: 139 funds closed out of LUMN and 60 opened new positions — a net loss of 79 holders — while 230 trimmed existing stakes and 143 added.
The largest buyer was BlackRock, adding an estimated $67M. The largest seller was Southeastern Asset Management, exiting entirely with an estimated $85M sold.
- 554 institutional investors held Lumen (LUMN) as of Q2 2023, down from 637 in Q1 2023.
- Funds reported $1.61B of Lumen stock for Q2 2023, down 18% quarter-over-quarter.
- 60 funds opened new Lumen positions in Q2 2023 and 139 closed out, a net change of -79 holders.
- The largest Lumen buyer in Q2 2023 was BlackRock, an estimated $67M added.
- The largest Lumen seller in Q2 2023 was Southeastern Asset Management, an estimated $85M sold.
Based on aggregated 13F filings for Q2 2023.