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Lumen
LUMN

Overview Fund Activity

499 hedge funds and large institutions have $957M invested in Lumen in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 192 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-51
Holders Change %
-9.27%
% of All Funds
7.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
117
Reduced
192
Closed
92
Calls
$11.1M
Puts
$67.2M
Net Calls
-$56.1M
Net Calls Change
-$11.4M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$20.5M
2
PCM
2
Palestra Capital Management
New York
$9.27M
3
Millennium Management
3
Millennium Management
New York
$10.9M
4
Charles Schwab
4
Charles Schwab
California
$29.1M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$31.3M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$810K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.4M
4
Norges Bank
4
Norges Bank
Norway
$64.1K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
351
Front Row Advisors
California
$3.77K -$2.25K -1,584 -37%
FP
352
Financial Perspectives
Minnesota
$3.61K -$2.83K -1,994 -44%
BCM
353
Blume Capital Management
California
$3.55K – – –
EWA
354
EverSource Wealth Advisors
Alabama
$3.51K +$1.83K +1,288 +109%
WAM
355
WFA Asset Management
Wisconsin
$3.47K – – –
VWM
356
Venturi Wealth Management
Texas
$3.19K – – –
VCM
357
Versant Capital Management
Arizona
$3.17K -$21.4K -15,098 -87%
CSPIA
358
Cary Street Partners Investment Advisory
Virginia
$3.08K +$71 +50 +2%
SA
359
SRH Advisors
Kansas
$2.71K – – –
National Bank of Canada
360
National Bank of Canada
Quebec, Canada
$2.71K +$2.07K +1,497 +322%
PP
361
PFS Partners
New Jersey
$2.66K -$533 -375 -17%
IA
362
IFP Advisors
Florida
$2.57K -$6.61K -4,654 -72%
IAS
363
IMA Advisory Services
Colorado
$2.54K – – –
HIA
364
Harbor Investment Advisory
Maryland
$2.49K – – –
TWC
365
TD Waterhouse Canada
Ontario, Canada
$2.4K -$409 -265 -15%
SS
366
Sunbelt Securities
Texas
$2.35K – – –
GWSG
367
GPS Wealth Strategies Group
Colorado
$2.34K – – –
WWP
368
WR Wealth Planners
Missouri
$2.33K – – –
SWM
369
Sugarloaf Wealth Management
Georgia
$2.28K -$34.1K -24,035 -94%
CB
370
Community Bank
New York
$2.28K – – –
CFB
371
Cullen/Frost Bankers
Texas
$2.25K -$7.24K -5,100 -76%
MHR
372
Matthew Hamilton Rosenberg
$2.24K – – –
HCP
373
Hexagon Capital Partners
Arkansas
$2.05K -$126 -89 -6%
CA
374
Crewe Advisors
Utah
$2.01K – – –
TFGT
375
TS Financial Group (TSFG)
Illinois
$2K -$282 -203 -12%
13 14
15
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