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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 %
FWP
301
FAS Wealth Partners
Kansas
$94K -$2.34K -441 -2%
GS
302
GTS Securities
New York
$86.9K -$726K -136,660 -89%
P
303
&Partners
Tennessee
$86K +$14.4K +2,580 +20%
PCM
304
Prelude Capital Management
New York
$85.9K +$85.9K +16,180 New
SA
305
Sanctuary Advisors
Indiana
$84.5K +$4.49K +897 +6%
AC
306
AXQ Capital
New Jersey
$84K +$84K +15,820 New
HSA
307
HBK Sorce Advisory
Pennsylvania
$83.8K +$3.26K +613 +4%
PAM
308
Parvin Asset Management
South Dakota
$83.5K +$83.5K +15,725 New
WSC
309
Wellington Shields & Co
New York
$81K -$4.25K -800 -5%
AB
310
Atlas Brown
Kentucky
$80.1K -$34.7K -6,528 -30%
SCTC
311
Sanibel Captiva Trust Company
Florida
$79.7K – – –
CS
312
Candriam SCA
Luxembourg
$79K -$45.3K -8,537 -36%
Los Angeles Capital Management
313
Los Angeles Capital Management
California
$78.4K +$13.2K +2,489 +20%
SAM
314
Sawgrass Asset Management
Florida
$77.8K -$1.32K -249 -2%
GT
315
Greenleaf Trust
Michigan
$77.1K +$3.32K +626 +5%
Jones Financial Companies
316
Jones Financial Companies
Missouri
$76.3K +$47.6K +8,963 +166%
SCM
317
Stevens Capital Management
Pennsylvania
$76K +$76K +14,353 New
TSS
318
Two Sigma Securities
New York
$74.9K +$74.9K +14,103 New
AF
319
Allworth Financial
California
$74.2K +$39.8K +6,914 +115%
Bank of Nova Scotia
320
Bank of Nova Scotia
Ontario, Canada
$73.2K +$16.3K +3,069 +29%
FIA
321
Foundations Investment Advisors
Arizona
$70.8K +$1.06K +199 +2%
AWS
322
Atria Wealth Solutions
New York
$69.2K +$69.2K +13,025 New
JWCA
323
J.W. Cole Advisors
Florida
$68.9K +$68.9K +12,973 New
AWA
324
Arkadios Wealth Advisors
Georgia
$68.8K -$2.16K -407 -3%
US Bancorp
325
US Bancorp
Minnesota
$68.7K -$11K -2,079 -14%
11 12
13
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