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Lumen
LUMN

Overview Fund Activity

787 hedge funds and large institutions have $10.2B invested in Lumen in 2021 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 269 increasing their positions, 240 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+81
Holders Change %
+11.47%
% of All Funds
12.15%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
148
Increased
269
Reduced
240
Closed
54
Calls
$202M
Puts
$132M
Net Calls
+$70M
Net Calls Change
+$54.3M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$66.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$32.4M
3
PPA
Parametric Portfolio Associates
Washington
+$30M
4
American Century Companies
American Century Companies
Missouri
+$29M
5
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
+$28.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$151M
2
Norges Bank
Norges Bank
Norway
-$44.1M
3
Morgan Stanley
Morgan Stanley
New York
-$31.8M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$25.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
401
Bluefin Capital Management
New York
$373K +$131K +10,400 +54%
HGWM
402
Horst & Graben Wealth Management
Oregon
$372K +$7.56K +602 +2%
AAM
403
Auxier Asset Management
Oregon
$370K -$65.8K -5,250 -15%
EP
404
Edgestream Partners
New Jersey
$368K -$818K -65,261 -69%
HI
405
Horizon Investments
North Carolina
$368K +$231K +18,375 +168%
S
406
Seeyond
France
$367K – – –
QT
407
Quantamental Technologies
New York
$364K +$364K +28,991 New
OTPPB
408
Ontario Teachers' Pension Plan Board
Ontario, Canada
$363K – – –
RIM
409
Redpoint Investment Management
Australia
$358K – – –
William Blair & Company
410
William Blair & Company
Illinois
$358K +$34.1K +2,714 +11%
WP
411
WealthSource Partners
California
$356K +$88.2K +7,030 +33%
EWM
412
Endurance Wealth Management
Rhode Island
$355K -$5.96K -475 -2%
BDF
413
Balasa Dinverno & Foltz
$354K -$52.7K -4,199 -13%
AIA
414
Arrow Investment Advisors
Maryland
$354K -$7.22K -576 -2%
I
415
INVST
Indiana
$352K -$279K -28,964 -44%
Schroder Investment Management Group
416
Schroder Investment Management Group
United Kingdom
$351K -$97.2K -7,754 -22%
CAM
417
Cresset Asset Management
Illinois
$350K +$169K +13,515 +94%
AA
418
Ancora Advisors
Ohio
$347K – – –
DGAM
419
Desjardins Global Asset Management
Quebec, Canada
$345K +$345K +27,512 New
EH
420
Equitable Holdings
New York
$343K +$1.85K +147 +0.5%
GCM
421
G2 Capital Management
Ohio
$340K +$340K +27,083 New
DY
422
Dowling & Yahnke
California
$338K -$28.4K -2,260 -8%
GCM
423
Graham Capital Management
Connecticut
$331K +$331K +26,451 New
PWP
424
Principle Wealth Partners
Connecticut
$323K +$2.89K +230 +0.9%
SPC
425
Sigma Planning Corp
Michigan
$317K -$22.3K -1,779 -7%
15 16
17
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