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Lumen
LUMN

Overview Fund Activity

499 hedge funds and large institutions have $957M invested in Lumen in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 192 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-51
Holders Change %
-9.27%
% of All Funds
7.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
117
Reduced
192
Closed
92
Calls
$11.1M
Puts
$67.2M
Net Calls
-$56.1M
Net Calls Change
-$11.4M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$20.5M
2
PCM
2
Palestra Capital Management
New York
$9.27M
3
Millennium Management
3
Millennium Management
New York
$10.9M
4
Charles Schwab
4
Charles Schwab
California
$29.1M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$31.3M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$810K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.4M
4
Norges Bank
4
Norges Bank
Norway
$64.1K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONB
276
Old National Bancorp
Indiana
$21.2K – – –
DMBA
277
Deseret Mutual Benefit Administrators
Utah
$21.1K – – –
MG
278
Mather Group
Illinois
$21.1K +$21.1K +14,845 New
CPIG
279
Chicago Partners Investment Group
Illinois
$21K +$1.06K +815 +5%
BL
280
BFSG LLC
California
$21K +$21K +14,693 New
OP
281
ORG Partners
Indiana
$20.8K -$142 -100 -0.7%
AWA
282
Arkadios Wealth Advisors
Georgia
$20.8K +$20.8K +14,653 New
MCM
283
MAI Capital Management
Ohio
$20.7K +$815 +574 +4%
GC
284
Guardian Capital
Ontario, Canada
$20.5K +$20.5K +14,428 New
GT
285
Glenmede Trust
Pennsylvania
$20.3K -$88.6K -62,373 -81%
SIAG
286
Safeguard Investment Advisory Group
California
$20.2K -$186 -131 -0.9%
TAM
287
Tocqueville Asset Management
New York
$19.9K -$5.89K -4,148 -23%
CCM
288
Chiron Capital Management
Florida
$19.5K -$24.3K -17,100 -56%
TC
289
TownSquare Capital
Utah
$19.3K +$19.3K +13,608 New
HWM
290
HB Wealth Management
Georgia
$18.9K +$18.9K +13,323 New
BCI
291
Brinker Capital Investments
Pennsylvania
$18.5K +$3.7K +2,605 +25%
OPS
292
Orion Portfolio Solutions
Nebraska
$18.5K +$3.7K +2,605 +25%
I
293
INVST
Indiana
$18.5K -$4.26K -3,000 -19%
SPC
294
Sigma Planning Corp
Michigan
$18.4K -$19K -13,385 -51%
TRCT
295
Tower Research Capital (TRC)
New York
$18.2K -$7.96K -5,605 -30%
IFAM
296
Institutional & Family Asset Management
Colorado
$18.1K – – –
MWM
297
Modera Wealth Management
New Jersey
$17.9K – – –
HM
298
Harvest Management
New York
$17.8K – – –
BP
299
Ballentine Partners
Massachusetts
$17.3K -$1.41K -996 -8%
NP
300
NorthRock Partners
Minnesota
$17.2K -$6.4K -4,510 -27%
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