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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
1
Bank of America
North Carolina
$138M
2
BlackRock
2
BlackRock
New York
$1.28B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$51.8M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$28.6M
5
California State Teachers Retirement System (CalSTRS)
5
California State Teachers Retirement System (CalSTRS)
California
$26.1M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$11.5M
2
UBS AM
2
UBS AM
Illinois
$0
3
Barclays
3
Barclays
United Kingdom
$14K
4
SAM
4
Southeastern Asset Management
Tennessee
$829M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
426
NewEdge Advisors
Louisiana
$255K -$19.9K -1,490 -7%
SMC
427
S. Muoio & Co
New York
$252K +$252K +18,850 New
E
428
Ergoteles
New York
$248K -$148K -11,113 -37%
VI
429
Vestcor Inc
New Brunswick, Canada
$245K -$5.76K -432 -2%
MCM
430
MAI Capital Management
Ohio
$243K +$9.45K +709 +4%
ISWM
431
Independent Solutions Wealth Management
New York
$242K +$242K +18,143 New
OQS
432
Occudo Quantitative Strategies
Florida
$242K +$242K +18,100 New
Federated Hermes
433
Federated Hermes
Pennsylvania
$240K +$26.2K +1,964 +12%
SMH
434
Sanders Morris Harris
Texas
$237K -$154K -11,500 -39%
VI
435
Versor Investments
New York
$232K +$232K +17,387 New
AWA
436
Arete Wealth Advisors
Illinois
$228K -$194K -14,519 -46%
VCG
437
Vantage Consulting Group
Virginia
$225K +$18.8K +1,408 +9%
BPA
438
Beacon Pointe Advisors
California
$224K +$224K +16,893 New
SIAG
439
Safeguard Investment Advisory Group
California
$223K -$48.9K -3,665 -18%
TCM
440
Teza Capital Management
Illinois
$223K -$6.85K -512 -3%
RDWM
441
Red Door Wealth Management
Tennessee
$223K +$223K +16,730 New
AIA
442
Affinity Investment Advisors
California
$218K -$6.49K -486 -3%
WWM
443
Western Wealth Management
Colorado
$216K -$8.45K -634 -4%
Bessemer Group
444
Bessemer Group
New Jersey
$214K +$45.7K +3,409 +27%
FA
445
FDx Advisors
Illinois
$212K +$45.8K +3,429 +28%
SFG
446
SNS Financial Group
Minnesota
$211K – – –
PWP
447
Principle Wealth Partners
Connecticut
$208K +$56.1K +4,205 +37%
SWM
448
SeaCrest Wealth Management
New York
$207K -$7.14K -534 -3%
PFO
449
Pathstone Family Office
New Jersey
$207K +$105K +7,911 +104%
BCM
450
Brookstone Capital Management
Illinois
$207K +$207K +15,513 New
16 17
18
19 20