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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 %
QCG
276
Quadrant Capital Group
Ohio
$56.7K -$16.9K -7,471 -23%
MTIM
277
Marathon Trading Investment Management
Pennsylvania
$56.5K -$11.3K -5,000 -17%
SWM
278
SeaCrest Wealth Management
New York
$56.1K +$22.7K +10,048 +68%
IAP
279
Indie Asset Partners
Indiana
$55.4K +$2.26K +1,000 +4%
PLU
280
Performa Ltd (US)
South Carolina
$54.2K +$13.6K +6,000 +33%
CAM
281
Cresset Asset Management
Illinois
$54K +$54K +23,872 New
EF
282
Empirical Finance
Pennsylvania
$53.6K -$98.1K -43,426 -65%
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$52.7K -$4.05K -1,792 -7%
OC
284
Oppenheimer & Co
New York
$52.2K -$16.1K -7,107 -24%
FFM
285
Forum Financial Management
Illinois
$51K +$102 +45 +0.2%
WS
286
Wedbush Securities
California
$51K +$5.82K +2,550 +13%
CLOS
287
Compagnie Lombard Odier SCmA
Switzerland
$49.7K – – –
AAS
288
Avantax Advisory Services
Texas
$49.1K -$7.21K -3,191 -13%
CWM
289
Cornerstone Wealth Management
Missouri
$49K -$27.1K -12,009 -36%
CWA
290
Carolina Wealth Advisors
South Carolina
$49K +$536 +237 +1%
CA
291
Cetera Advisors
Colorado
$48.8K -$1.78K -789 -4%
AWM
292
Adams Wealth Management
Utah
$46K -$2.13K -943 -4%
SAM
293
Silvercrest Asset Management
New York
$45.5K +$75 +33 +0.2%
Luther King Capital Management (LKCM)
294
Luther King Capital Management (LKCM)
Texas
$45.2K -$40.7K -18,000 -47%
QPW
295
Quantum Private Wealth
Florida
$45.2K – – –
RAG
296
RIA Advisory Group
Iowa
$44.1K – – –
WSC
297
Wellington Shields & Co
New York
$43.9K -$27.6K -12,230 -39%
FFWM
298
Future Financial Wealth Management
Ohio
$43.5K -$5.88K -2,600 -12%
WPW
299
Waldron Private Wealth
Pennsylvania
$43.4K +$43.4K +19,212 New
JSW
300
Journey Strategic Wealth
New Jersey
$43.1K -$58.8K -26,036 -58%
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