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Lumen
LUMN

Overview Fund Activity

550 hedge funds and large institutions have $1.61B invested in Lumen in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 142 increasing their positions, 226 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
-81
Holders Change %
-12.84%
% of All Funds
8.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
61
Increased
142
Reduced
226
Closed
138
Calls
$17.2M
Puts
$61.8M
Net Calls
-$44.7M
Net Calls Change
-$19.7M

Top Buyers

1
BlackRock
BlackRock
New York
$322M
2
Citadel Advisors
Citadel Advisors
Florida
$26.6M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$39.3M
4
Two Sigma Investments
Two Sigma Investments
New York
$36.1M
5
State Street
State Street
Massachusetts
$115M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$4.28M
3
JAM
Jupiter Asset Management
United Kingdom
$1.42M
4
Morgan Stanley
Morgan Stanley
New York
$30.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$104K -$14.8K -6,555 -13%
CB
227
Commerce Bank
Missouri
$103K +$55.2K +24,416 +115%
BCM
228
Brookstone Capital Management
Illinois
$101K -$104K -47,347 -51%
PCIA
229
Prime Capital Investment Advisors
Kansas
$100K +$6.69K +2,960 +7%
Vontobel Holding
230
Vontobel Holding
Switzerland
$99.7K +$60.6K +26,817 +155%
AIM
231
Aigen Investment Management
New York
$98.5K +$98.5K +43,598 New
AB
232
Atlas Brown
Kentucky
$97.5K +$11.3K +5,000 +13%
MNBTD
233
Moody National Bank Trust Division
Texas
$97.4K +$16.8K +7,455 +21%
BTI
234
Blue Trust Inc
Georgia
$93K -$779 -293 -0.8%
GWM
235
Greenwich Wealth Management
Connecticut
$92K +$53.2K +23,601 +137%
ABLA
236
Alan B. Lancz & Associates
Ohio
$90.9K +$90.9K +40,210 New
SPWM
237
Straight Path Wealth Management
Michigan
$90.4K – – –
GT
238
Greenleaf Trust
Michigan
$87.1K +$87.1K +38,550 New
OPTFSNA
239
Old Point Trust & Financial Services N A
Virginia
$85.2K -$58K -25,678 -41%
HI
240
Horizon Investments
North Carolina
$84.9K -$25K -11,079 -23%
AWM
241
Avior Wealth Management
Nebraska
$84.8K +$5.59K +2,472 +7%
ZIM
242
Zacks Investment Management
Illinois
$84.7K -$28.2K -12,472 -25%
ECM
243
Everence Capital Management
Indiana
$84K – – –
SFA
244
Sequoia Financial Advisors
Ohio
$83.2K -$17.9K -7,905 -18%
MAS
245
Meeder Advisory Services
Ohio
$82.6K +$56.2K +24,878 +213%
WB
246
West Bancorporation
Iowa
$82.3K – – –
CP
247
Camelot Portfolios
Ohio
$77.3K -$2K -885 -3%
SSA
248
Schonfeld Strategic Advisors
New York
$76.2K -$302K -133,700 -80%
AWM
249
Accurate Wealth Management
Florida
$76K -$35.9K -19,390 -32%
BG
250
Benedetti & Gucer
Georgia
$76K -$5.09K -2,248 -6%
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