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Lumen
LUMN

Overview Fund Activity

774 hedge funds and large institutions have $9.01B invested in Lumen in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 306 increasing their positions, 241 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
12.25%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
95
Increased
306
Reduced
241
Closed
97
Calls
$247M
Puts
$192M
Net Calls
+$55.7M
Net Calls Change
-$14.3M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$70.5M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$76.6M
3
Barclays
Barclays
United Kingdom
$42.8M
4
AACR
ACR Alpine Capital Research
Missouri
$157M
5
Norges Bank
Norges Bank
Norway
$76M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
$819M
2
PPA
Parametric Portfolio Associates
Washington
$53M
3
Millennium Management
Millennium Management
New York
$19.9M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$13.1M
5
Morgan Stanley
Morgan Stanley
New York
$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
401
Seeyond
France
$320K -$9.53K -848 -3%
BDF
402
Balasa Dinverno & Foltz
$320K +$2.49K +221 +0.8%
LNC
403
Lincoln National Corp
Pennsylvania
$320K +$160K +14,212 +100%
PWM
404
Perigon Wealth Management
California
$319K +$52.5K +4,663 +20%
AIA
405
Arrow Investment Advisors
Maryland
$317K -$1.06K -94 -0.3%
PFO
406
Pathstone Family Office
New Jersey
$317K +$99.2K +8,389 +46%
WWM
407
Western Wealth Management
Colorado
$316K +$143K +12,642 +82%
Schroder Investment Management Group
408
Schroder Investment Management Group
United Kingdom
$312K -$6.62K -582 -2%
AA
409
Ancora Advisors
Ohio
$311K – – –
EH
410
Equitable Holdings
New York
$310K +$2.45K +218 +0.8%
KRSITF
411
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$307K +$39.1K +3,462 +15%
DY
412
Dowling & Yahnke
California
$304K +$406 +36 +0.1%
DGAM
413
Desjardins Global Asset Management
Quebec, Canada
$302K -$7.23K -643 -2%
EWM
414
Endurance Wealth Management
Rhode Island
$300K -$18.6K -1,650 -6%
William Blair & Company
415
William Blair & Company
Illinois
$296K -$25.7K -2,279 -8%
GWM
416
Gitterman Wealth Management
New Jersey
$285K +$285K +21,165 New
VWA
417
Visionary Wealth Advisors
Illinois
$284K +$132K +11,717 +87%
EWM
418
Empirical Wealth Management
Washington
$283K -$119K -10,580 -30%
1IA
419
1620 Investment Advisors
Massachusetts
$280K – – –
RDWM
420
Red Door Wealth Management
Tennessee
$278K -$1.69K -150 -0.6%
FFM
421
Forum Financial Management
Illinois
$278K +$30K +2,666 +12%
IWC
422
Integrated Wealth Concepts
Massachusetts
$276K +$40K +3,549 +17%
CP
423
Camelot Portfolios
Ohio
$272K -$114K -10,088 -30%
Capstone Investment Advisors
424
Capstone Investment Advisors
New York
$270K -$426K -37,886 -61%
Bessemer Group
425
Bessemer Group
New Jersey
$268K -$15.5K -1,365 -5%
15 16
17
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