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Lumen
LUMN

Overview Fund Activity

550 hedge funds and large institutions have $3.78B invested in Lumen in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 156 increasing their positions, 154 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+49
Holders Change %
+9.78%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
117
Increased
156
Reduced
154
Closed
64
Calls
$137M
Puts
$182M
Net Calls
-$44.5M
Net Calls Change
-$9.22M

Top Buyers

1
HAI
1
Hennessy Advisors Inc
California
$45.1M
2
UBS Group
2
UBS Group
Switzerland
$51.1M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$52.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$48.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$61.9M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$580M
2
Charles Schwab
2
Charles Schwab
California
$141M
3
Barclays
3
Barclays
United Kingdom
$13.1M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$67.6M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$112K +$19.8K +3,736 +21%
BCM
277
Brookstone Capital Management
Illinois
$111K -$16.2K -3,042 -13%
MFG
278
Merit Financial Group
Georgia
$111K +$111K +20,889 New
Envestnet Portfolio Solutions
279
Envestnet Portfolio Solutions
Illinois
$111K +$15.1K +2,844 +16%
BF
280
bLong Financial
Tennessee
$110K +$110K +20,772 New
PCIA
281
Prime Capital Investment Advisors
Kansas
$109K -$19.8K -3,737 -15%
TPI
282
Trust Point Inc
Wisconsin
$107K +$107K +20,238 New
OR
283
Olympiad Research
Connecticut
$107K +$107K +20,226 New
BAS
284
Breakthru Advisory Services
Wisconsin
$107K +$107K +20,080 New
SPWM
285
Straight Path Wealth Management
Michigan
$106K -$106K -20,000 -50%
QPW
286
Quantum Private Wealth
Florida
$106K – – –
QOP
287
Quinn Opportunity Partners
Virginia
$106K +$106K +20,000 New
AAS
288
Avantax Advisory Services
Texas
$106K +$5.15K +969 +5%
SRL
289
Scientech Research LLC
New Jersey
$104K +$104K +19,536 New
KAS
290
Kestra Advisory Services
Texas
$103K -$13K -2,452 -11%
CCM
291
Coldstream Capital Management
Washington
$103K +$9.12K +1,718 +10%
PSP
292
Pacific Sage Partners
Washington
$102K -$5.31K -1,000 -5%
KPWS
293
Kestra Private Wealth Services
Texas
$102K +$102K +19,120 New
RS
294
Rakuten Securities
Japan
$101K +$84.2K +15,861 +507%
CFO
295
Callan Family Office
Pennsylvania
$100K +$100K +18,840 New
GVCM
296
Global View Capital Management
Wisconsin
$99.9K +$99.9K +17,812 New
SAM
297
Secure Asset Management
Michigan
$99.8K +$2.39K +450 +2%
HI
298
Humankind Investments
New York
$98.2K -$40.1K -7,547 -29%
Balyasny Asset Management
299
Balyasny Asset Management
Illinois
$96.3K +$8.2K +1,545 +9%
CA
300
CoreCap Advisors
Michigan
$96.1K +$462 +87 +0.5%
10 11
12
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