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Lumen
LUMN

Overview Fund Activity

703 hedge funds and large institutions have $11B invested in Lumen in 2021 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 229 increasing their positions, 239 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+4
Holders Change %
+0.57%
% of All Funds
12.38%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
124
Increased
229
Reduced
239
Closed
115
Calls
$160M
Puts
$148M
Net Calls
+$12.1M
Net Calls Change
+$45.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$61.4M
2
BlackRock
BlackRock
New York
+$61.3M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$51.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$27M
5
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
+$26.1M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$53.7M
2
UBS AM
UBS AM
Illinois
-$45.5M
3
Barclays
Barclays
United Kingdom
-$40M
4
SAM
Southeastern Asset Management
Tennessee
-$39.9M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
326
Avior Wealth Management
Nebraska
$592K +$15.4K +1,156 +3%
PA
327
Profund Advisors
Maryland
$589K -$1.68K -126 -0.3%
DT
328
Diversified Trust
Tennessee
$585K -$29.5K -2,210 -5%
SWP
329
Stratos Wealth Partners
Ohio
$567K +$567K +42,494 New
X
330
Xponance
Pennsylvania
$566K +$566K +42,431 New
SP
331
Symmetry Partners
Connecticut
$564K -$69.4K -5,198 -11%
VDBMI
332
Van Den Berg Management I
Texas
$559K +$559K +41,909 New
YIH
333
Y-Intercept (HK)
Hong Kong
$548K +$548K +41,420 New
WS
334
Wedbush Securities
California
$546K +$35.7K +2,677 +7%
IAMOG
335
Investors Asset Management of Georgia
Georgia
$546K +$546K +40,924 New
AAM
336
Auxier Asset Management
Oregon
$541K +$7.35K +550 +1%
SS
337
Simplicity Solutions
Minnesota
$534K +$534K +39,973 New
BCI
338
Brinker Capital Investments
Pennsylvania
$526K +$338K +25,336 +180%
CI Investments Inc
339
CI Investments Inc
Ontario, Canada
$519K +$3.32K +249 +0.6%
Acadian Asset Management
340
Acadian Asset Management
Massachusetts
$514K -$1.55M -116,161 -75%
SAM
341
Shell Asset Management
Netherlands
$510K +$51.7K +3,870 +11%
IRF
342
IBM Retirement Fund
New York
$509K -$29.4K -2,205 -5%
FDCDDQ
343
Federation des caisses Desjardins du Quebec
Quebec, Canada
$505K +$27.1K +2,030 +6%
DWT
344
Dorsey & Whitney Trust
South Dakota
$499K +$2.12K +159 +0.4%
Verition Fund Management
345
Verition Fund Management
Connecticut
$497K +$183K +13,691 +58%
MIM
346
Marco Investment Management
Georgia
$492K – – –
IC
347
Intersect Capital
California
$489K +$57K +4,273 +13%
Balyasny Asset Management
348
Balyasny Asset Management
Illinois
$485K -$1.49M -111,551 -75%
CI
349
Cigna Investments
Connecticut
$482K +$17.2K +1,289 +4%
HSA
350
Hussman Strategic Advisors
Maryland
$481K -$347K -26,000 -42%
12 13
14
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