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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 %
SPC
401
Sigma Planning Corp
Michigan
$319K +$145K +10,857 +83%
EI
402
Ethic Inc
New York
$319K +$166K +12,432 +109%
CPIG
403
Chicago Partners Investment Group
Illinois
$315K +$315K +24,088 New
GC
404
Grimes & Company
Massachusetts
$313K -$1.06K -79 -0.3%
WSC
405
Wellington Shields & Co
New York
$306K +$84K +6,300 +38%
SFS
406
Sowell Financial Services
Arkansas
$300K +$79.5K +5,919 +36%
SAM
407
Silvercrest Asset Management
New York
$298K -$640K -47,900 -68%
IAP
408
Indie Asset Partners
Indiana
$298K +$6.68K +500 +2%
Lido Advisors
409
Lido Advisors
California
$285K -$2.69K -201 -0.9%
HCP
410
Holt Capital Partners
Texas
$285K -$1.34K -100 -0.5%
Capital Fund Management (CFM)
411
Capital Fund Management (CFM)
France
$285K +$285K +21,337 New
ACA
412
Atlas Capital Advisors
Wyoming
$285K +$13.4K +1,000 +5%
PCM
413
Prelude Capital Management
New York
$284K +$284K +21,300 New
IB
414
Intrust Bank
Kansas
$281K +$5.61K +459 +2%
NL
415
NWAM LLC
Washington
$277K +$4.22K +316 +2%
CCP
416
Corient Capital Partners
California
$275K +$81.7K +6,123 +42%
GT
417
Glenview Trust
Kentucky
$274K +$274K +20,500 New
NSEDCP
418
NJ State Employees Deferred Compensation Plan
New Jersey
$274K +$274K +20,550 New
NIM
419
NuWave Investment Management
New Jersey
$273K +$64K +4,795 +31%
GWM
420
Geneos Wealth Management
Colorado
$268K -$3.42K -267 -1%
BAM
421
Brave Asset Management
New Jersey
$265K -$162K -12,150 -38%
WP
422
WealthSource Partners
California
$263K -$267K -20,025 -50%
HNB
423
Huntington National Bank
Ohio
$261K -$9.08K -680 -3%
CS
424
Capital Square
Tennessee
$259K -$14.1K -1,100 -5%
Rockefeller Capital Management
425
Rockefeller Capital Management
New York
$258K +$21.7K +1,622 +9%
15 16
17
18 19