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485 hedge funds and large institutions have $1.06B invested in Lumen in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 116 increasing their positions, 152 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 66

1.25% less ownership

Funds ownership: 68.23%66.98% (-1.3%)

2% less funds holding

Funds holding: 493485 (-8)

16% less capital invested

Capital invested by funds: $1.26B → $1.06B (-$204M)

24% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 152

67% less call options, than puts

Call options by funds: $20.1M | Put options by funds: $60.5M

Holders
485
Holders Change
-8
Holders Change %
-1.62%
% of All Funds
6.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
64
Increased
116
Reduced
152
Closed
66
Calls
$20.1M
Puts
$60.5M
Net Calls
-$40.5M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$232M -$5.9M -3,775,513 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$188M +$3.09M +1,975,400 +2%
State Street
3
State Street
Massachusetts
$82M -$937K -599,516 -1%
Charles Schwab
4
Charles Schwab
California
$48.1M +$7.04M +4,505,025 +17%
First Trust Advisors
5
First Trust Advisors
Illinois
$43.4M +$1.46M +932,648 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$34.6M +$984K +629,530 +3%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$33.9M +$1.49M +954,380 +5%
Morgan Stanley
8
Morgan Stanley
New York
$28.2M -$13.8M -8,858,480 -33%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$27.2M -$2.41M -1,541,100 -8%
Two Sigma Investments
10
Two Sigma Investments
New York
$23.7M -$968K -619,618 -4%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$21.2M -$3.87M -2,474,419 -15%
Invesco
12
Invesco
Georgia
$19.4M -$12.1M -7,758,862 -38%
Northern Trust
13
Northern Trust
Illinois
$18.2M +$504K +322,868 +3%
PCM
14
Palestra Capital Management
New York
$17.4M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$14.6M -$754K -482,872 -5%
FSCM
16
Front Street Capital Management
Montana
$14M +$3.3M +2,114,866 +31%
Renaissance Technologies
17
Renaissance Technologies
New York
$12.4M +$6.35M +4,063,100 +104%
Goldman Sachs
18
Goldman Sachs
New York
$12.1M +$3.34M +2,139,533 +38%
Barclays
19
Barclays
United Kingdom
$9.3M -$1.64M -1,047,078 -15%
Principal Financial Group
20
Principal Financial Group
Iowa
$8.17M -$33.2K -21,268 -0.4%
Allianz Asset Management
21
Allianz Asset Management
Germany
$7.92M +$1.55M +989,984 +24%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$6.41M +$2.7M +1,728,115 +73%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$5.41M +$121K +77,580 +2%
Legal & General Group
24
Legal & General Group
United Kingdom
$5.34M -$48.8K -31,218 -0.9%
Millennium Management
25
Millennium Management
New York
$5.33M -$329K -210,273 -6%