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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 %
PIC
301
Portland Investment Counsel
Ontario, Canada
$43K +$11.3K +5,000 +36%
SWP
302
Stratos Wealth Partners
Ohio
$42.7K +$42.7K +18,878 New
QPWM
303
Quadrant Private Wealth Management
Pennsylvania
$42.3K -$23.2K -10,283 -35%
JPMPWA
304
J.P. Morgan Private Wealth Advisors
California
$42.3K -$7.47K -3,306 -15%
NFSG
305
Newbridge Financial Services Group
Florida
$42.1K -$264 -117 -0.6%
CIAS
306
Capital Investment Advisory Services
North Carolina
$42.1K -$1.83K -811 -4%
S
307
SignatureFD
Georgia
$42.1K +$1.14K +505 +3%
RFA
308
Resurgent Financial Advisors
Georgia
$41.8K – – –
TRCT
309
Tower Research Capital (TRC)
New York
$41.6K +$34.2K +15,124 +462%
PA
310
Parallel Advisors
California
$41.4K +$662 +293 +2%
FWP
311
FAS Wealth Partners
Kansas
$41.4K +$1.13K +500 +3%
TAM
312
Tocqueville Asset Management
New York
$41K -$3.16K -1,400 -7%
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$41K -$23.4K -10,401 -36%
BRWA
314
B. Riley Wealth Advisors
Florida
$39.6K -$22.4K -9,925 -36%
RFC
315
Regions Financial Corp
Alabama
$39.3K -$391K -173,020 -91%
SIA
316
Schechter Investment Advisors
Michigan
$39.3K -$2.07K -914 -5%
LNC
317
Lincoln National Corp
Pennsylvania
$39.2K -$12.6K -5,569 -24%
VCM
318
Versant Capital Management
Arizona
$39.2K +$4.4K +1,947 +13%
V
319
Veritable
Delaware
$38.4K +$5.9K +2,609 +18%
IWC
320
Integrated Wealth Concepts
Massachusetts
$37.8K -$3.6K -1,593 -9%
NP
321
NorthRock Partners
Minnesota
$37.6K -$7.39K -3,271 -16%
HNB
322
Huntington National Bank
Ohio
$37.4K +$307 +136 +0.8%
BAM
323
Belpointe Asset Management
Nevada
$36.4K +$3.01K +1,333 +9%
I
324
INVST
Indiana
$36.2K -$2.48K -1,098 -6%
VIA
325
Vident Investment Advisory
Georgia
$35.9K -$97.1K -42,958 -73%
11 12
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