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Lumen
LUMN

Overview Fund Activity

482 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, 115 increasing their positions, 150 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-7
Holders Change %
-1.43%
% of All Funds
6.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
64
Increased
115
Reduced
150
Closed
65
Calls
$20.1M
Puts
$60.5M
Net Calls
-$40.5M
Net Calls Change
+$38.1M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$48.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$12.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$12.1M
4
FSCM
4
Front Street Capital Management
Montana
$14M
5
BCM
5
Brigade Capital Management
New York
$3.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.2M
2
Invesco
2
Invesco
Georgia
$19.4M
3
ETC
3
Exchange Traded Concepts
Oklahoma
$0
4
BlackRock
4
BlackRock
New York
$232M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
226
KBC Group
Belgium
$36K – – –
BMO
227
Beck Mack & Oliver
New York
$35.8K -$295K -189,400 -89%
GC
228
Gratus Capital
Georgia
$35.6K – – –
FCP
229
Fidelis Capital Partners
Florida
$34.5K +$16.8K +10,764 +95%
Neuberger Berman Group
230
Neuberger Berman Group
New York
$33.7K -$37.7K -24,157 -53%
MTIM
231
Marathon Trading Investment Management
Pennsylvania
$31.2K – – –
QPW
232
Quantum Private Wealth
Florida
$31.2K – – –
KPWS
233
Kestra Private Wealth Services
Texas
$30.6K +$1.92K +1,228 +7%
CA
234
CoreCap Advisors
Michigan
$30.4K +$30.4K +19,464 New
OC
235
Oppenheimer & Co
New York
$30.3K – – –
EF
236
Empirical Finance
Pennsylvania
$29.8K -$262 -168 -0.9%
CWM
237
Cornerstone Wealth Management
Missouri
$28.9K -$842 -540 -3%
CAM
238
Cresset Asset Management
Illinois
$28.4K +$28.4K +18,235 New
BRWA
239
B. Riley Wealth Advisors
Florida
$28.2K +$10.1K +7,093 +56%
DEA
240
DoubleLine ETF Adviser
Florida
$28.1K +$28.1K +17,991 New
FWP
241
FAS Wealth Partners
Kansas
$28K -$14.8K -9,496 -35%
CA
242
Cetera Advisors
Colorado
$27.8K +$27.8K +17,822 New
WS
243
Wedbush Securities
California
$27K -$419 -267 -2%
EWA
244
Exencial Wealth Advisors
Oklahoma
$26.8K +$26.8K +17,180 New
TSS
245
Two Sigma Securities
New York
$26.5K -$313K -200,903 -92%
NP
246
NorthRock Partners
Minnesota
$25K -$62 -40 -0.2%
3F
247
360 Financial
Minnesota
$25K +$9.36K +6,000 +60%
Qube Research & Technologies (QRT)
248
Qube Research & Technologies (QRT)
United Kingdom
$24.9K – – –
WSC
249
Wellington Shields & Co
New York
$24.7K – – –
MC
250
Moors & Cabot
Massachusetts
$24.4K +$24.4K +15,670 New
8 9
10
11 12