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Lumen
LUMN

Overview Fund Activity

703 hedge funds and large institutions have $8.8B invested in Lumen in 2020 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 264 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+34
Holders Change %
+5.08%
% of All Funds
14.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.32%
New
98
Increased
264
Reduced
220
Closed
58
Calls
$78.6M
Puts
$198M
Net Calls
-$119M
Net Calls Change
-$2.08M

Top Buyers

1
Citigroup
Citigroup
New York
+$138M
2
Invesco
Invesco
Georgia
+$72.6M
3
Bank of America
Bank of America
North Carolina
+$30M
4
First Trust Advisors
First Trust Advisors
Illinois
+$28M
5
Goldman Sachs
Goldman Sachs
New York
+$22.5M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$40.3M
2
PL
Parkwood LLC
Ohio
-$34.9M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$31M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$29.4M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
376
Kintegral Advisory
New York
$321K -$10.3K -1,025 -3%
QI
377
QS Investors
New York
$317K -$80.8K -8,000 -20%
PA
378
Pinnacle Associates
New York
$316K +$11.9K +1,176 +4%
BDF
379
Balasa Dinverno & Foltz
$316K +$114K +11,283 +56%
ATPW
380
Ashton Thomas Private Wealth
Arizona
$314K -$3.6K -357 -1%
AWM
381
Avior Wealth Management
Nebraska
$311K -$161 -16 -0.1%
ECM
382
Everence Capital Management
Indiana
$310K – – –
WA
383
Wealth Advisors
California
$298K +$298K +29,439 New
BRWA
384
B. Riley Wealth Advisors
Florida
$297K +$74.8K +7,398 +34%
HGWM
385
Horst & Graben Wealth Management
Oregon
$293K +$20 +2 +0%
Capstone Investment Advisors
386
Capstone Investment Advisors
New York
$293K +$293K +29,054 New
ACM
387
AlphaCrest Capital Management
New York
$285K +$26.1K +2,592 +10%
JF
388
Jump Financial
Illinois
$281K +$281K +27,835 New
EMG
389
ETF Managers Group
New Jersey
$279K +$18.4K +1,799 +7%
RWM
390
Ritholtz Wealth Management
New York
$278K +$110K +10,919 +66%
AIA
391
Affinity Investment Advisors
California
$274K +$85.6K +8,500 +45%
ICM
392
Invenomic Capital Management
Massachusetts
$271K -$28.9K -2,865 -10%
ATFA
393
All Terrain Financial Advisors
Minnesota
$269K – – –
SMH
394
Sanders Morris Harris
Texas
$265K +$20.2K +2,000 +8%
CC
395
Cipher Capital
New York
$262K -$176K -17,482 -40%
PCG
396
Private Capital Group
Connecticut
$262K +$229K +22,678 +694%
KRSITF
397
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$261K +$16K +1,585 +7%
Impax Asset Management Group
398
Impax Asset Management Group
United Kingdom
$258K -$6.66K -660 -3%
SCA
399
Snowden Capital Advisors
New York
$257K +$10.9K +1,078 +4%
CI Investments Inc
400
CI Investments Inc
Ontario, Canada
$257K -$28.8K -2,856 -10%
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16
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