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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 %
AA
301
Ancora Advisors
Ohio
$17.1K – – –
MFG
302
Merit Financial Group
Georgia
$16.9K -$490 -345 -3%
CWM
303
Congress Wealth Management
Massachusetts
$16.6K +$1.49K +1,050 +10%
TWM
304
Tradition Wealth Management
Minnesota
$16K -$3.54K -2,555 -18%
AWE
305
Avidian Wealth Enterprises
Texas
$16K +$426 +300 +3%
QPWM
306
Quadrant Private Wealth Management
Pennsylvania
$15.8K -$10.8K -7,600 -41%
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$15.5K -$335K -235,791 -96%
EH
308
Equitable Holdings
New York
$15.4K -$332 -234 -2%
HI
309
Humankind Investments
New York
$15.4K +$15.4K +10,845 New
SGC
310
Slocum, Gordon & Co
Rhode Island
$15.4K -$2.84K -2,000 -16%
VA
311
Vident Advisory
Georgia
$15K +$15K +10,564 New
CI
312
Cigna Investments
Connecticut
$15K -$1.78K -1,297 -11%
LNWWM
313
Laird Norton Wetherby Wealth Management
California
$14.9K -$57.5K -40,491 -79%
EA
314
Emerald Advisors
Washington
$14.8K – – –
S
315
SignatureFD
Georgia
$14.7K -$11.7K -8,250 -44%
XF
316
XML Financial
Maryland
$14.6K – – –
TM
317
Triatomic Management
California
$14.3K – – –
PA
318
Parallel Advisors
California
$14.2K -$11.8K -8,301 -45%
CAM
319
Cresset Asset Management
Illinois
$14.2K -$19.7K -13,861 -58%
Luther King Capital Management (LKCM)
320
Luther King Capital Management (LKCM)
Texas
$14.2K -$14.2K -10,000 -50%
AF
321
Advisornet Financial
Minnesota
$14K +$1.1K +774 +9%
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$14K -$12.2K -8,503 -47%
CI Investments Inc
323
CI Investments Inc
Ontario, Canada
$14K +$2.98K +2,077 +27%
NS
324
NBC Securities
Alabama
$13K +$13K +9,737 New
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$11.4K -$5.09K -3,581 -31%
11 12
13
14 15