Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lumen Technologies Inc (LUMN)

583 + Investors. Track Smart Money conviction in LUMN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — LUMN

Based on 589 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their LUMN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
589 hedge funds hold LUMN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+59 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

283 buying266 selling
Last quarter: 283 funds bought or added vs 266 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-26 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 81 → 85 → 113 → 87. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 24% medium ■ 19% new
337 out of 589 hedge funds have held LUMN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

74 → 81 → 85 → 113 → 87 new funds/Q
New funds entering each quarter: 81 → 85 → 113 → 87. A growing number of institutions are discovering LUMN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 23% newcomers

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Entry-cohort mix of 613 holders: 401 (65%) are 2+ year veterans, 73 entered 1–2 years ago, and 139 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
52 of 585 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in LUMN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LUMN

In 2026 Q1, 283 hedge funds were net buyers of LUMN (87 opened a new position, 196 added to an existing one), while 266 reduced or exited (175 trimmed, 91 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 51% of total institutional value in LUMN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 589.

Hedge Fund Ownership: LUMN

How many hedge funds hold LUMN — quarterly history vs. share price
Quarterly hedge fund ownership of LUMN vs. share price

Market Analysis: LUMN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LUMN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Lumen Technologies Inc (LUMN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LUMN has moved relative to its sector benchmark (XLC) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
LUMN
+18.0%
XLC
-1.3%

LUMN outperformed XLC by +19.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
LUMN
-18.4%
XLC
-5.7%

Since the filing became public, LUMN outperformed XLC by -12.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 6 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: LUMN
583 + Investors

Track Smart Money conviction in LUMN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 583 593 -1.69%
13F Shares 709M 741M -4.29%
Total Value $5.54B $5.71B -2.92%
New Positions 84 113 -29
Increased Positions 190 209 -19
Closed Positions 94 61 +33
Reduced Positions 164 149 +15
Total Calls 14 21 -33.33%
Total Puts 14 16 -12.5%
PUT/CALL Ratio 1.0 0.76 Neutral

Statistics: LUMN

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Financial Highlights

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Institutional Holders (2026 Q1)

583 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LUMN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LUMN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LM Asset Management Inc. 17.91% 4,957,000 $34.5M
2 LM Asset Management Inc. 13.77% 3,810,000 $26.5M
3 Westerly Capital Management, LLC 4.16% 2,200,000 $15.3M
4 Van Den Berg Management I, Inc 3.87% 2,427,862 $16.9M
5 CapWealth Advisors, LLC 3.62% 7,010,163 $48.7M
6 Sentinel Dome Partners, LLC 2.00% 302,816 $2.1M
7 Soviero Asset Management, LP 1.74% 500,000 $3.5M
8 Credit Capital Investments LLC 1.72% 273,000 $1.9M
9 Brigade Capital Management, LP 1.59% 1,850,000 $12.8M
10 Penn Capital Management Company, LLC 1.46% 2,707,654 $18.9M
11 Plustick Management LLC 1.34% 400,000 $2.8M
12 Clayton Partners LLC 1.34% 265,000 $1.8M
13 October Effect Ltd 1.31% 163,995 $1.1M
14 MRP Capital Investments, LLC 1.20% 198,100 $1.4M
15 Miller Capital Partners, Inc. 0.88% 264,312 $1.8M
16 Curi Capital, LLC 0.73% 5,872,216 $40.8M
17 Miller Capital Partners, Inc. 0.58% 175,000 $1.2M
18 Investors Asset Management of Georgia Inc /Ga/ /Adv 0.50% 176,250 $1.2M
19 Gendell Jeffrey L 0.45% 4,761,216 $33.1M
20 Lonestar Capital Management LLC 0.44% 425,000 $3.0M
21 Havemeyer Place LP 0.40% 504,605 $3.5M
22 Vaughan Nelson Investment Management, L.P. 0.37% 5,300,565 $36.8M
23 JT Stratford LLC 0.37% 412,899 $2.9M
24 Oxford Asset Management LLP 0.35% 118,413 $823K
25 Mraz, Amerine & Associates, Inc. 0.33% 321,394 $2.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Lumen Technologies Inc (LUMN)

What does the Smart Money Trend signal show for LUMN?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their LUMN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LUMN?

Slight buying edge — 52% buying: Last quarter: 283 funds bought or added vs 266 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LUMN holders?

Elite ownership — 51% AUM from top-100 funds: 52 of 585 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in LUMN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LUMN?

57% of holders stayed for 2+ years: 337 out of 589 hedge funds have held LUMN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Lumen Technologies Inc (LUMN) following the 2026 Q1 hedge fund 13F filings?

As of today, LUMN has moved -18.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -5.7% for the XLC sector ETF — an outperformance of -12.7%. Since the quarter end (March 31, 2026), LUMN has gained +18.0% vs -1.3% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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