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Lumen
LUMN

Overview Fund Activity

550 hedge funds and large institutions have $1.61B invested in Lumen in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 142 increasing their positions, 226 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
-81
Holders Change %
-12.84%
% of All Funds
8.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
61
Increased
142
Reduced
226
Closed
138
Calls
$17.2M
Puts
$61.8M
Net Calls
-$44.7M
Net Calls Change
-$19.7M

Top Buyers

1
BlackRock
BlackRock
New York
$322M
2
Citadel Advisors
Citadel Advisors
Florida
$26.6M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$39.3M
4
Two Sigma Investments
Two Sigma Investments
New York
$36.1M
5
State Street
State Street
Massachusetts
$115M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$4.28M
3
JAM
Jupiter Asset Management
United Kingdom
$1.42M
4
Morgan Stanley
Morgan Stanley
New York
$30.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
326
PDS Planning
Ohio
$35.3K +$9.29K +4,112 +36%
SC
327
Savant Capital
Illinois
$34.2K -$45.4K -20,091 -57%
ONB
328
Old National Bancorp
Indiana
$33.8K +$3.73K +1,651 +12%
DMBA
329
Deseret Mutual Benefit Administrators
Utah
$33.7K +$10K +4,424 +42%
LCM
330
Lazari Capital Management
California
$33.6K +$33.6K +14,846 New
OP
331
ORG Partners
Indiana
$33.3K +$33.3K +14,760 New
AWM
332
Apollon Wealth Management
South Carolina
$33.1K -$3.54K -1,568 -10%
SIAG
333
Safeguard Investment Advisory Group
California
$32.4K -$1.22K -541 -4%
SSG
334
Summit Securities Group
New York
$32K – – –
TWM
335
Tradition Wealth Management
Minnesota
$32K +$125 +55 +0.4%
MCM
336
MAI Capital Management
Ohio
$31.7K -$14.4K -6,360 -31%
GCP
337
GSA Capital Partners
United Kingdom
$31K -$214K -93,126 -87%
CFGS
338
Concourse Financial Group Securities
Alabama
$30.6K -$32.9K -14,568 -52%
BP
339
Ballentine Partners
Massachusetts
$29.8K +$29.8K +13,171 New
GHAM
340
Gilman Hill Asset Management
Connecticut
$29.3K -$15.6K -6,885 -35%
EST
341
EA Series Trust
Pennsylvania
$29.2K +$29.2K +12,933 New
EF
342
Empowered Funds
Pennsylvania
$29.2K +$29.2K +12,933 New
SGC
343
Slocum, Gordon & Co
Rhode Island
$29K – – –
P
344
Pitcairn
Pennsylvania
$29K -$61.8K -27,341 -68%
IFAM
345
Institutional & Family Asset Management
Colorado
$28.9K – – –
AF
346
Allworth Financial
California
$28.7K +$3.88K +1,718 +16%
MWM
347
Modera Wealth Management
New Jersey
$28.5K +$28.5K +12,624 New
PIA
348
Powell Investment Advisors
Florida
$28.5K – – –
HM
349
Harvest Management
New York
$28.3K – – –
WP
350
Woodline Partners
California
$28K -$90.2K -39,920 -76%
12 13
14
15 16