LUMN icon

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 %
ACA
401
Atlas Capital Advisors
Wyoming
$269K – – –
AC
402
Allstate Corporation
Illinois
$268K – – –
TRCT
403
Tower Research Capital (TRC)
New York
$265K -$36.8K -2,972 -12%
ICM
404
Invenomic Capital Management
Massachusetts
$265K +$29.8K +2,394 +13%
FBC
405
Fairfield, Bush & Co
Connecticut
$265K +$265K +21,369 New
WP
406
WealthSource Partners
California
$264K +$24.4K +1,975 +10%
NL
407
NWAM LLC
Washington
$262K -$3.44K -278 -1%
FNT
408
First National Trust
Pennsylvania
$261K +$904 +73 +0.3%
HCP
409
Holt Capital Partners
Texas
$260K – – –
WCM
410
Wedge Capital Management
North Carolina
$258K -$13M -1,047,606 -98%
WSC
411
Wellington Shields & Co
New York
$257K -$43.3K -3,500 -14%
NSEDCP
412
NJ State Employees Deferred Compensation Plan
New Jersey
$255K – – –
GT
413
Glenview Trust
Kentucky
$254K – – –
SWMP
414
Signature Wealth Management Partners
New Jersey
$252K +$252K +20,304 New
SAM
415
Silvercrest Asset Management
New York
$249K – – –
SWM
416
SeaCrest Wealth Management
New York
$248K +$19.9K +1,612 +9%
EGM
417
Engineers Gate Manager
New York
$246K +$30.7K +2,471 +14%
Squarepoint
418
Squarepoint
New York
$240K -$1.87M -151,247 -89%
BCM
419
Bluefin Capital Management
New York
$239K -$304K -24,550 -56%
CGL
420
Clarius Group LLC
Washington
$237K +$237K +19,136 New
VFA
421
Valeo Financial Advisors
Indiana
$237K +$237K +19,157 New
CFGS
422
Concourse Financial Group Securities
Alabama
$235K +$88.8K +7,151 +61%
SMC
423
S. Muoio & Co
New York
$234K – – –
HNB
424
Huntington National Bank
Ohio
$232K -$10.3K -828 -4%
TNBTD
425
Trustmark National Bank Trust Department
Mississippi
$231K -$2.45M -197,827 -91%
15 16
17
18 19