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Lumen
LUMN

Overview Fund Activity

801 hedge funds and large institutions have $8.89B invested in Lumen in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 319 increasing their positions, 227 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+27
Holders Change %
+3.49%
% of All Funds
13.54%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
101
Increased
319
Reduced
227
Closed
60
Calls
$186M
Puts
$263M
Net Calls
-$77.1M
Net Calls Change
-$133M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$189M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$117M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$47.1M
4
Marshall Wace
Marshall Wace
United Kingdom
$107M
5
Millennium Management
Millennium Management
New York
$53.3M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.3M
2
First Trust Advisors
First Trust Advisors
Illinois
$148M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$34.3M
4
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$3.36M
5
BlackRock
BlackRock
New York
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
401
Institute for Wealth Management
Colorado
$339K – – –
WAM
402
Wakefield Asset Management
Colorado
$339K +$339K +31,075 New
HGWM
403
Horst & Graben Wealth Management
Oregon
$338K +$7.23K +662 +2%
WS
404
Wedbush Securities
California
$336K -$13.9K -1,277 -4%
SA
405
Syntax Advisors
New York
$330K -$2.14K -196 -0.6%
VCG
406
Vantage Consulting Group
Virginia
$330K -$2.14K -196 -0.6%
SKK
407
Shepherd Kaplan Krochuk
Massachusetts
$330K – – –
TCOO
408
Trust Company of Oklahoma
Oklahoma
$328K – – –
SPC
409
Sigma Planning Corp
Michigan
$328K +$9.75K +894 +3%
MCM
410
McRae Capital Management
New Jersey
$327K – – –
IG
411
ING Group
Netherlands
$324K +$324K +29,693 New
WP
412
WealthSource Partners
California
$323K +$12K +1,100 +4%
AAM
413
Auxier Asset Management
Oregon
$322K – – –
PWM
414
Perigon Wealth Management
California
$321K +$11.9K +1,094 +4%
AG
415
Ascent Group
Virginia
$315K +$196K +18,024 +165%
PCIA
416
Prime Capital Investment Advisors
Kansas
$314K +$314K +28,773 New
BMSSC
417
B. Metzler seel. Sohn & Co
Germany
$313K +$133K +12,249 +74%
Two Sigma Investments
418
Two Sigma Investments
New York
$312K +$312K +28,622 New
SPIA
419
Steward Partners Investment Advisory
New York
$310K -$30.3K -2,781 -9%
PWP
420
Principle Wealth Partners
Connecticut
$310K – – –
IMC Chicago
421
IMC Chicago
Illinois
$309K +$309K +28,342 New
ICA
422
Infrastructure Capital Advisors
New York
$307K +$73.9K +6,774 +32%
CMBA
423
C.M. Bidwell & Associates
Hawaii
$305K +$305K +27,996 New
AA
424
Ancora Advisors
Ohio
$304K +$2.35K +215 +0.8%
CP
425
Camelot Portfolios
Ohio
$303K +$40.5K +3,719 +15%
15 16
17
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