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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
$138M
2
BlackRock
BlackRock
New York
$1.28B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$51.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$28.6M
5
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$26.1M

Top Sellers

1
PP
Prudential plc
United Kingdom
$11.5M
2
UBS AM
UBS AM
Illinois
$0
3
Barclays
Barclays
United Kingdom
$14K
4
SAM
Southeastern Asset Management
Tennessee
$829M
5
Capital Research Global Investors
Capital Research Global Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EMG
351
ETF Managers Group
New Jersey
$480K +$64.6K +4,886 +16%
SW
352
SteelPeak Wealth
California
$476K +$207K +15,538 +77%
ONB
353
Old National Bancorp
Indiana
$462K -$211K -15,807 -31%
FNT
354
First National Trust
Pennsylvania
$462K – – –
RWM
355
Ritholtz Wealth Management
New York
$461K +$140K +10,463 +43%
FIM
356
Freedom Investment Management
Connecticut
$461K +$461K +34,562 New
SLF
357
Sun Life Financial
Ontario, Canada
$454K +$8.7K +651 +2%
BWA
358
BDO Wealth Advisors
Florida
$451K +$451K +33,775 +3,377,500%
SPIA
359
Steward Partners Investment Advisory
New York
$449K -$20.6K -1,543 -4%
CAN
360
Cetera Advisor Networks
California
$445K -$19.5K -1,457 -4%
JWBC
361
J.W. Burns & Co
New York
$441K -$16K -1,200 -4%
HI
362
Horizon Investments
North Carolina
$436K +$436K +32,638 New
B
363
BP
United Kingdom
$426K -$298K -22,362 -41%
KA
364
Kintegral Advisory
New York
$425K – – –
EWM
365
Endurance Wealth Management
Rhode Island
$423K -$4K -300 -0.9%
PA
366
Pinnacle Associates
New York
$415K +$280 +21 +0.1%
MCM
367
McRae Capital Management
New Jersey
$414K – – –
SKK
368
Shepherd Kaplan Krochuk
Massachusetts
$403K – – –
NFG
369
Next Financial Group
Texas
$403K +$327K +24,470 +430%
Fidelity International
370
Fidelity International
Bermuda
$399K +$367K +27,507 +1,145%
AC
371
Allstate Corporation
Illinois
$398K +$135K +10,129 +51%
SFI
372
Siemens Fonds Invest
Germany
$396K -$143K -10,706 -27%
S
373
Seeyond
France
$393K -$814K -61,085 -67%
FMBTD
374
First Midwest Bank Trust Division
Illinois
$391K +$391K +29,280 New
HGWM
375
Horst & Graben Wealth Management
Oregon
$388K +$334 +25 +0.1%
13 14
15
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