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Lumen
LUMN

Overview Fund Activity

706 hedge funds and large institutions have $10.1B invested in Lumen in 2021 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 256 increasing their positions, 237 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-9
Holders Change %
-1.26%
% of All Funds
12.4%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
76
Increased
256
Reduced
237
Closed
75
Calls
$183M
Puts
$167M
Net Calls
+$15.7M
Net Calls Change
+$14.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$224M
2
SAM
2
Southeastern Asset Management
Tennessee
$814M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$267M
4
Charles Schwab
4
Charles Schwab
California
$110M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$27M

Top Sellers

1
Citigroup
1
Citigroup
New York
$12.6M
2
Invesco
2
Invesco
Georgia
$164M
3
Bank of America
3
Bank of America
North Carolina
$56.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$12M
5
PFC
5
Poplar Forest Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
301
Daiwa Securities Group
Japan
$664K +$35.7K +2,878 +6%
BMSSC
302
B. Metzler seel. Sohn & Co
Germany
$652K +$182K +14,672 +39%
AWM
303
Avior Wealth Management
Nebraska
$640K +$45K +3,641 +8%
X
304
Xponance
Pennsylvania
$629K -$66.7K -5,390 -10%
CCMT
305
CMT Capital Markets Trading
Germany
$610K +$610K +46,146 New
RWM
306
Ritholtz Wealth Management
New York
$609K +$64.1K +5,173 +12%
Nordea Investment Management
307
Nordea Investment Management
Sweden
$595K – – –
OBGC
308
O'Brien Greene & Co
Pennsylvania
$589K +$72.5K +5,857 +14%
ECM
309
Everence Capital Management
Indiana
$586K -$177K -14,320 -23%
VAS
310
Vestmark Advisory Solutions
Massachusetts
$584K +$40.4K +3,262 +7%
EVM
311
Eaton Vance Management
Massachusetts
$581K -$66.1K -8,973 -10%
PA
312
Profund Advisors
Maryland
$572K +$37.7K +3,045 +7%
CFA
313
Capstone Financial Advisors
Illinois
$569K +$37 +3 +0%
HT
314
HAP Trading
New York
$564K -$956K -77,174 -63%
NMIMC
315
Northwestern Mutual Investment Management Company
Wisconsin
$560K +$50 +4 +0%
MAM
316
Meeder Asset Management
Ohio
$559K -$70.6K -5,712 -11%
AP
317
Advisor Partners
California
$554K -$18.4K -1,486 -3%
VF
318
Virtu Financial
New York
$553K -$452K -36,482 -45%
SP
319
Symmetry Partners
Connecticut
$546K – – –
M&T Bank
320
M&T Bank
New York
$542K -$21.6K -1,740 -4%
FMBTD
321
First Midwest Bank Trust Division
Illinois
$537K +$8.73K +704 +2%
DT
322
Diversified Trust
Tennessee
$527K -$54.8K -4,421 -9%
BCI
323
Brinker Capital Investments
Pennsylvania
$520K – – –
IC
324
Intersect Capital
California
$515K +$26.7K +2,154 +5%
AAS
325
Avantax Advisory Services
Texas
$511K +$68.4K +5,520 +15%
11 12
13
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