Lumen
LUMN
486 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, 117 increasing their positions, 151 reducing their positions, and 66 closing their positions.
0.08% more ownership
Funds ownership: 66.91% → 66.98% (+0.08%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 66
2% less funds holding
Funds holding: 494 → 486 (-8)
14% less capital invested
Capital invested by funds: $1.24B → $1.06B (-$178M)
23% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 151
67% less call options, than puts
Call options by funds: $20.1M | Put options by funds: $60.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.18M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$7.04M |
| 3 |
Renaissance Technologies
New York
|
+$6.35M |
| 4 |
Goldman Sachs
New York
|
+$3.34M |
| 5 |
FSCM
Front Street Capital Management
Missoula,
Montana
|
+$3.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$12.1M |
| 2 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$7.64M |
| 3 |
BlackRock
New York
|
-$5.9M |
| 4 |
D.E. Shaw & Co
New York
|
-$3.87M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.39M |
LUMN Hedge Fund Activity: Q1 2024 in Review
486 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2024, worth a combined $1.06B — down 14% from $1.24B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of LUMN and 64 opened new positions — a net loss of 2 holders — while 151 trimmed existing stakes and 117 added.
The largest buyer was Morgan Stanley, adding an estimated $7.18M. The largest seller was Invesco, cutting an estimated $12.1M.
- 486 institutional investors held Lumen (LUMN) as of Q1 2024, down from 494 in Q4 2023.
- Funds reported $1.06B of Lumen stock for Q1 2024, down 14% quarter-over-quarter.
- 64 funds opened new Lumen positions in Q1 2024 and 66 closed out, a net change of -2 holders.
- The largest Lumen buyer in Q1 2024 was Morgan Stanley, an estimated $7.18M added.
- The largest Lumen seller in Q1 2024 was Invesco, an estimated $12.1M sold.
Based on aggregated 13F filings for Q1 2024.