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

Top Sellers

1
Citigroup
1
Citigroup
New York
$12.6M
2
Invesco
2
Invesco
Georgia
$164M
3
Bank of America
3
Bank of America
North Carolina
$56.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$12M
5
PFC
5
Poplar Forest Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
351
Kintegral Advisory
New York
$395K – – –
IRF
352
IBM Retirement Fund
New York
$390K – – –
TCOO
353
Trust Company of Oklahoma
Oklahoma
$390K +$14.9K +1,200 +4%
OWA
354
One Wealth Advisors
California
$387K +$145K +11,663 +60%
NIPH
355
NN Investment Partners Holdings
Netherlands
$385K +$385K +31,100 New
PA
356
Pinnacle Associates
New York
$384K -$16.6K -1,341 -4%
CI
357
Cigna Investments
Connecticut
$384K +$384K +31,017 New
BWA
358
BDO Wealth Advisors
Florida
$379K -$17.5K -1,412 -4%
SKK
359
Shepherd Kaplan Krochuk
Massachusetts
$374K – – –
MIM
360
Marco Investment Management
Georgia
$371K +$371K +29,950 New
JG
361
Jefferies Group
New York
$371K +$371K +29,926 New
BPA
362
Beacon Pointe Advisors
California
$368K -$502K -40,525 -58%
S
363
Seeyond
France
$363K -$3.68K -297 -1%
DY
364
Dowling & Yahnke
California
$361K -$29.5K -2,385 -8%
HGWM
365
Horst & Graben Wealth Management
Oregon
$360K -$596 -48 -0.2%
OTPPB
366
Ontario Teachers' Pension Plan Board
Ontario, Canada
$359K +$160K +12,890 +80%
VCG
367
Vantage Consulting Group
Virginia
$358K +$78.6K +6,352 +28%
AIA
368
Arrow Investment Advisors
Maryland
$357K +$48K +3,876 +16%
EWM
369
Endurance Wealth Management
Rhode Island
$356K -$13.9K -1,125 -4%
RIM
370
Redpoint Investment Management
Australia
$354K – – –
AWM
371
Adams Wealth Management
Utah
$353K +$32K +2,587 +10%
ONB
372
Old National Bancorp
Indiana
$345K -$31.6K -2,555 -8%
CWM
373
Cornerstone Wealth Management
Missouri
$343K -$4.64K -374 -1%
AA
374
Ancora Advisors
Ohio
$342K – – –
NFG
375
Next Financial Group
Texas
$341K -$30.4K -2,458 -8%
13 14
15
16 17