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Lumen
LUMN

Overview Fund Activity

489 hedge funds and large institutions have $1.26B invested in Lumen in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 106 increasing their positions, 180 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
-10
Holders Change %
-2%
% of All Funds
7.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
82
Increased
106
Reduced
180
Closed
86
Calls
$18.3M
Puts
$96.9M
Net Calls
-$78.6M
Net Calls Change
-$22.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.2M
2
BlackRock
2
BlackRock
New York
$279M
3
Charles Schwab
3
Charles Schwab
California
$48.1M
4
PCM
4
Palestra Capital Management
New York
$20.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.12M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.64M
2
QP
2
Quilter Plc
United Kingdom
$0
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$102K
4
Invesco
4
Invesco
Georgia
$37M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
301
Stratos Wealth Partners
Ohio
$18.6K -$15.3K -8,347 -45%
EH
302
Equitable Holdings
New York
$18.5K -$1.39K -762 -7%
CCC
303
Chelsea Counsel Company
California
$18.3K -$20.1K -11,000 -52%
Luther King Capital Management (LKCM)
304
Luther King Capital Management (LKCM)
Texas
$18.3K – – –
3F
305
360 Financial
Minnesota
$18.3K +$18.3K +10,000 New
I
306
INVST
Indiana
$16.6K -$911 -675 -5%
AF
307
Advisornet Financial
Minnesota
$16.1K -$1.92K -1,048 -11%
S
308
SignatureFD
Georgia
$15.8K -$3.2K -1,747 -17%
OPTFSNA
309
Old Point Trust & Financial Services N A
Virginia
$15.1K +$15.1K +8,278 New
PA
310
Parallel Advisors
California
$13.4K -$4.96K -2,708 -27%
AA
311
AlphaMark Advisors
Kentucky
$13K – – –
AA
312
Ancora Advisors
Ohio
$12.9K -$9.15K -5,000 -41%
IPW
313
Impact Partnership Wealth
Georgia
$11.9K -$697 -381 -6%
LC
314
Lindbrook Capital
California
$10.1K +$1.17K +640 +13%
GRP
315
Global Retirement Partners
California
$9.58K -$542 -350 -5%
BL
316
BFSG LLC
California
$9.41K -$17.5K -9,550 -65%
GIA
317
GHP Investment Advisors
Colorado
$9.31K – – –
HI
318
Harbour Investments
Wisconsin
$7.28K -$520 -284 -7%
SWM
319
Spire Wealth Management
Virginia
$7.13K -$1.82K -1,380 -20%
NA
320
NewEdge Advisors
Louisiana
$6.88K +$128 +70 +2%
IGWM
321
ICA Group Wealth Management
Colorado
$6.43K +$6.43K +3,515 New
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.96K – – –
RS
323
Rakuten Securities
Japan
$5.85K +$5.85K +3,196 New
RG
324
Retirement Group
California
$5.68K +$3.35K +23 +144%
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$5.6K -$9.08K -4,961 -62%
11 12
13
14 15