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Lumen
LUMN

Overview Fund Activity

706 hedge funds and large institutions have $10.1B invested in Lumen in 2021 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 256 increasing their positions, 237 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-9
Holders Change %
-1.26%
% of All Funds
12.4%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
76
Increased
256
Reduced
237
Closed
75
Calls
$183M
Puts
$167M
Net Calls
+$15.7M
Net Calls Change
+$14.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$224M
2
SAM
Southeastern Asset Management
Tennessee
$814M
3
First Trust Advisors
First Trust Advisors
Illinois
$267M
4
Charles Schwab
Charles Schwab
California
$110M
5
Allianz Asset Management
Allianz Asset Management
Germany
$27M

Top Sellers

1
Citigroup
Citigroup
New York
$12.6M
2
Invesco
Invesco
Georgia
$164M
3
Bank of America
Bank of America
North Carolina
$56.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$12M
5
PFC
Poplar Forest Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
326
Advisory Services Network
Georgia
$499K -$158K -12,750 -24%
Wolverine Trading
327
Wolverine Trading
Illinois
$497K +$114K +8,627 +30%
SAM
328
Shell Asset Management
Netherlands
$490K – – –
KPWS
329
Kestra Private Wealth Services
Texas
$483K +$337K +27,234 +231%
TCWM
330
Total Clarity Wealth Management
Illinois
$476K +$55.5K +4,481 +13%
SW
331
SteelPeak Wealth
California
$473K +$21.3K +1,721 +5%
FA
332
FDx Advisors
Illinois
$470K +$61.1K +4,936 +15%
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$468K – – –
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$467K -$35.5K -2,872 -7%
AQR Capital Management
335
AQR Capital Management
Connecticut
$464K -$1.76M -142,292 -79%
DWT
336
Dorsey & Whitney Trust
South Dakota
$459K +$4.92K +397 +1%
SPIA
337
Steward Partners Investment Advisory
New York
$458K +$56.1K +4,531 +14%
EWM
338
Empirical Wealth Management
Washington
$448K -$126K -10,162 -22%
BNP Paribas Asset Management
339
BNP Paribas Asset Management
France
$447K -$3.95M -319,014 -90%
Schroder Investment Management Group
340
Schroder Investment Management Group
United Kingdom
$443K -$941K -75,975 -68%
CM
341
Capula Management
Cayman Islands
$437K +$437K +35,241 New
EI
342
Ethic Inc
New York
$434K +$131K +10,553 +43%
BL
343
Balentine LLC
Georgia
$433K +$433K +34,938 New
AAM
344
Auxier Asset Management
Oregon
$431K -$11.8K -950 -3%
Federated Hermes
345
Federated Hermes
Pennsylvania
$425K +$127K +10,234 +42%
BAM
346
Blueshift Asset Management
New Jersey
$420K -$2.79M -224,990 -87%
MCM
347
McRae Capital Management
New Jersey
$410K -$11.6K -938 -3%
JWBC
348
J.W. Burns & Co
New York
$409K – – –
BDF
349
Balasa Dinverno & Foltz
$402K -$5.14K -414 -1%
WS
350
Wedbush Securities
California
$401K +$7.03K +567 +2%
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