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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 %
BBVA
376
Banco Bilbao Vizcaya Argentaria
Spain
$338K -$1.09M -88,159 -76%
EH
377
Equitable Holdings
New York
$337K -$6.24K -503 -2%
SPC
378
Sigma Planning Corp
Michigan
$335K +$18.5K +1,495 +6%
CAPTRUST Financial Advisors
379
CAPTRUST Financial Advisors
North Carolina
$329K +$105K +8,458 +47%
William Blair & Company
380
William Blair & Company
Illinois
$320K -$29.5K -2,377 -8%
PWP
381
Principle Wealth Partners
Connecticut
$316K – – –
QTM
382
qPULA Trading Management
New York
$313K +$313K +25,301 New
SWM
383
Spire Wealth Management
Virginia
$309K -$11.7K -944 -4%
SW
384
SVB Wealth
Massachusetts
$306K -$38.2K -3,083 -11%
RDWM
385
Red Door Wealth Management
Tennessee
$304K +$53.2K +4,289 +21%
Rockefeller Capital Management
386
Rockefeller Capital Management
New York
$304K +$67.8K +5,470 +29%
KRSITF
387
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$302K -$18.8K -1,516 -6%
CCP
388
Corient Capital Partners
California
$301K -$10.1K -813 -3%
CP
389
Camelot Portfolios
Ohio
$298K -$141K -11,405 -32%
PWM
390
Perigon Wealth Management
California
$295K -$25.5K -2,059 -8%
GC
391
Grimes & Company
Massachusetts
$293K – – –
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$290K +$27.6K +2,229 +11%
CCM
393
Chiron Capital Management
Florida
$290K +$290K +23,400 New
IAP
394
Indie Asset Partners
Indiana
$285K – – –
PCM
395
Prelude Capital Management
New York
$281K -$191K -15,371 -40%
TCM
396
Tuttle Capital Management
Connecticut
$277K +$277K +22,336 New
MMG
397
Monetary Management Group
Missouri
$273K -$347K -28,000 -56%
HAG
398
HighPoint Advisor Group
Illinois
$272K +$12K +969 +5%
DMBA
399
Deseret Mutual Benefit Administrators
Utah
$271K -$87.7K -7,071 -24%
Lido Advisors
400
Lido Advisors
California
$269K -$3.69K -298 -1%
14 15
16
17 18