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Lumen
LUMN

Overview Fund Activity

703 hedge funds and large institutions have $8.8B invested in Lumen in 2020 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 264 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+34
Holders Change %
+5.08%
% of All Funds
14.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.32%
New
98
Increased
264
Reduced
220
Closed
58
Calls
$78.6M
Puts
$198M
Net Calls
-$119M
Net Calls Change
-$2.08M

Top Buyers

1
Citigroup
Citigroup
New York
$275M
2
Invesco
Invesco
Georgia
$152M
3
Bank of America
Bank of America
North Carolina
$142M
4
First Trust Advisors
First Trust Advisors
Illinois
$187M
5
Goldman Sachs
Goldman Sachs
New York
$128M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
PL
Parkwood LLC
Ohio
$4.33M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$14M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.29B
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
326
Capstone Financial Advisors
Illinois
$457K +$40 +4 +0%
CCP
327
Corient Capital Partners
California
$451K +$55K +5,447 +14%
I
328
INVST
Indiana
$448K +$17K +1,704 +4%
IG
329
ING Group
Netherlands
$447K +$136K +13,506 +44%
Daiwa Securities Group
330
Daiwa Securities Group
Japan
$445K +$20.9K +2,075 +5%
JIC
331
Johnson Investment Counsel
Ohio
$444K -$27.5K -2,726 -6%
PA
332
Profund Advisors
Maryland
$442K -$24.3K -2,411 -5%
CA
333
CapWealth Advisors
Tennessee
$435K -$24.9M -2,466,131 -98%
CS
334
Capital Square
Tennessee
$435K -$236K -23,400 -35%
E
335
Ergoteles
New York
$435K +$435K +43,100 New
MCP
336
Mirador Capital Partners
California
$419K +$153K +15,114 +57%
AAM
337
Auxier Asset Management
Oregon
$415K -$6.56K -650 -2%
CAN
338
Cetera Advisor Networks
California
$406K +$24.8K +2,460 +7%
CS
339
Comerica Securities
Michigan
$405K +$405K +40,155 New
X
340
Xponance
Pennsylvania
$399K -$8.77K -870 -2%
VAS
341
Vestmark Advisory Solutions
Massachusetts
$399K -$495 -49 -0.1%
CCM
342
Cadence Capital Management
Massachusetts
$397K -$87.7K -8,685 -18%
WEC
343
Winslow Evans & Crocker
Massachusetts
$396K -$2.5K -248 -0.6%
PAS
344
Park Avenue Securities
New York
$392K +$187K +18,519 +91%
AWS
345
Arkfeld Wealth Strategies
Nebraska
$385K +$270K +26,914 +234%
SPIA
346
Steward Partners Investment Advisory
New York
$383K -$2.28K -226 -0.6%
MIM
347
Marco Investment Management
Georgia
$380K -$17.2K -1,700 -4%
DY
348
Dowling & Yahnke
California
$378K -$10.2K -1,010 -3%
AW
349
Alpha Windward
Massachusetts
$378K +$378K +37,440 New
CIBC World Market
350
CIBC World Market
Ontario, Canada
$377K -$3.15K -312 -0.8%
12 13
14
15 16