Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lumen Technologies Inc (LUMN)

609 + 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
↑ +31
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — LUMN

Based on 623 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added LUMN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
623 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 — +15% more funds vs a year ago

fund count last 6Q
+79 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

307 buying246 selling
Last quarter: 307 funds bought or added vs 246 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new LUMN position: 85 → 113 → 88 → 95. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 24% medium ■ 20% new
354 out of 623 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.
💰

Value +22% but shares only +5% — price-driven

Value
+21%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~95 new funds/quarter

83 → 85 → 113 → 88 → 95 new funds/Q
New funds entering each quarter: 85 → 113 → 88 → 95. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 23% newcomers

■ 64% veterans ■ 13% 1-2yr ■ 23% new
Entry-cohort mix of 650 holders: 419 (64%) are 2+ year veterans, 83 entered 1–2 years ago, and 148 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 71% AUM from top-100 funds

71% from top-100 AUM funds
58 of 615 holders are among the 100 largest funds by AUM, controlling 71% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q2, 307 hedge funds were net buyers of LUMN (95 opened a new position, 212 added to an existing one), while 246 reduced or exited (182 trimmed, 64 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 71% of total institutional value in LUMN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +31 funds (more new holders than closures). Total institutional holders: 623.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 5 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: LUMN
609 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 609 592 2.87%
13F Shares 751M 721M 4.13%
Total Value $5.69B $5.59B 1.78%
New Positions 92 88 +4
Increased Positions 200 190 +10
Closed Positions 67 90 -23
Reduced Positions 176 168 +8
Total Calls 20 14 42.86%
Total Puts 15 14 7.14%
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: LUMN

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Institutional Holders (2026 Q2)

609 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LM Asset Management Inc. 20.01% 4,202,000 $32.3M
2 Front Street Capital Management, Inc. 10.61% 12,171,321 $93.5M
3 LM Asset Management Inc. 10.43% 2,190,000 $16.8M
4 Van Den Berg Management I, Inc 3.87% 2,383,170 $18.3M
5 CapWealth Advisors, LLC 3.75% 7,121,417 $54.7M
6 October Effect Ltd 1.99% 276,259 $2.1M
7 Westerly Capital Management, LLC 1.98% 1,400,000 $10.8M
8 Sentinel Dome Partners, LLC 1.86% 332,816 $2.6M
9 Soviero Asset Management, LP 1.45% 450,000 $3.5M
10 Plustick Management LLC 1.43% 500,000 $3.8M
11 Penn Capital Management Company, LLC 1.24% 2,547,003 $19.6M
12 Spurstone Advisory Services, LLC 1.22% 12,470 $89K
13 Credit Capital Investments LLC 1.21% 274,980 $2.1M
14 MRP Capital Investments, LLC 1.13% 199,100 $1.5M
15 Lonestar Capital Management LLC 1.11% 500,000 $3.8M
16 Clayton Partners LLC 1.01% 200,000 $1.5M
17 Miller Capital Partners, Inc. 0.97% 323,537 $2.5M
18 Brigade Capital Management, LP 0.79% 550,000 $4.2M
19 Miller Capital Partners, Inc. 0.76% 255,000 $2.0M
20 Curi Capital, LLC 0.70% 5,872,238 $45.1M
21 VARCOV Co. 0.69% 237,007 $1.8M
22 Investors Asset Management of Georgia Inc /Ga/ /Adv 0.48% 177,950 $1.4M
23 Worth Venture Partners, LLC 0.41% 23,450 $180K
24 Vaughan Nelson Investment Management, L.P. 0.37% 5,474,299 $42.0M
25 JT Stratford LLC 0.36% 427,790 $3.3M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LUMN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LUMN?

Slight buying edge — 56% buying: Last quarter: 307 funds bought or added vs 246 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 — 71% AUM from top-100 funds: 58 of 615 holders are among the 100 largest funds by AUM, controlling 71% 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: 354 out of 623 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.

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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