LUMN
Lumen Technologies, Inc. · Communication Services · Telecommunications Services
Señales de momentum (gestores comparables):
amplitud de titulares -10.5% ·
flujo de acciones -1.3% ·
nuevas posiciones netas -17.6%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 126 | +4 | 565.79M | $4.35B | +9 | −6 |
| Q1 2026 | 126 | 0 | 564.49M | $3.91B | +5 | −6 |
| Q4 2025 | 126 | +2 | 637.53M | $4.95B | +3 | — |
| Q3 2025 | 17 | -2 | 408.48M | $2.50B | — | −3 |
| Q2 2025 | 17 | -1 | 392.53M | $1.72B | — | −1 |
| Q1 2025 | 15 | +2 | 132.38M | $518.97M | +2 | — |
| Q4 2024 | 13 | +1 | 139.25M | $739.47M | +1 | — |
| Q3 2024 | 11 | 0 | 78.43M | $556.88M | +1 | −1 |
| Q2 2024 | 11 | — | 65.42M | $71.70M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 145.28M | -2.1% | $889.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×17 |
| 2 | The Vanguard Group ✦ (pasivo) | 113.55M | +1.1% | $694.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 3 | State Street Global Advisors ✦ (pasivo) | 45.22M | -4.6% | $276.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 22.27M | -3.2% | $136.33M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 5 | Renaissance Technologies ✦ | 11.30M | -11.1% | $69.17M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 10.96M | — | $67.08M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 7 | Morgan Stanley ✦ | 10.63M | — | $65.07M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 8 | Goldman Sachs Group ✦ | 10.55M | — | $64.57M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Fidelity (FMR) ✦ | 10.07M | +90.0% | $61.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Two Sigma Investments ✦ | 6.21M | -18.7% | $38.02M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 11 | Arrowstreet Capital ✦ | 6.09M | -25.0% | $37.27M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Millennium Management ✦ | 6.01M | +17.6% | $36.80M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 4.55M | +13.0% | $27.82M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 14 | D. E. Shaw & Co. ✦ | 3.72M | +15.9% | $22.76M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 15 | Marshall Wace ✦ | 974.22K | +7225.0% | $5.96M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 16 | T. Rowe Price ✦ | 960.56K | +6.2% | $5.88M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 126.00K | -38.2% | $749,064 | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Norges Bank | $47.92M | era 0.0% |
| Point72 Asset Management | $14.49M | era 0.0% |
| Gotham Asset Management | $69,887 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 585 tenedores, 687.40M acciones, $4.72B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.