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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
Morgan Stanley
New York
$224M
2
SAM
Southeastern Asset Management
Tennessee
$814M
3
First Trust Advisors
First Trust Advisors
Illinois
$267M
4
Charles Schwab
Charles Schwab
California
$110M
5
Allianz Asset Management
Allianz Asset Management
Germany
$27M

Top Sellers

1
Citigroup
Citigroup
New York
$12.6M
2
Invesco
Invesco
Georgia
$164M
3
Bank of America
Bank of America
North Carolina
$56.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$12M
5
PFC
Poplar Forest Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
426
Assenagon Asset Management
Luxembourg
$229K +$229K +18,516 New
MCM
427
MAI Capital Management
Ohio
$227K -$2.57K -207 -1%
IWC
428
Integrated Wealth Concepts
Massachusetts
$227K +$227K +18,330 New
GWM
429
Geneos Wealth Management
Colorado
$223K -$27.9K -2,209 -11%
NA
430
NewEdge Advisors
Louisiana
$223K -$15K -1,209 -6%
N
431
Natixis
France
$222K -$315K -25,409 -59%
SMH
432
Sanders Morris Harris
Texas
$220K – – –
IMC Chicago
433
IMC Chicago
Illinois
$208K +$208K +16,788 New
LNWTC
434
Laird Norton Wetherby Trust Company
Washington
$206K +$3.79K +306 +2%
SIAG
435
Safeguard Investment Advisory Group
California
$205K +$223 +18 +0.1%
CCG
436
Cypress Capital Group
Florida
$205K +$21.4K +1,725 +12%
SM
437
Sciencast Management
New Jersey
$204K -$59.6K -5,022 -23%
EFS
438
Essex Financial Services
Connecticut
$204K +$18.4K +1,486 +10%
DADC
439
D.A. Davidson & Co
Montana
$202K +$607 +49 +0.3%
VPIM
440
Vanguard Personalized Indexing Management
California
$200K -$249K -20,146 -55%
Bessemer Group
441
Bessemer Group
New Jersey
$199K +$1.34K +108 +0.7%
CA
442
Cetera Advisors
Colorado
$195K +$34.1K +2,749 +21%
PFO
443
Pathstone Family Office
New Jersey
$194K -$117K -9,425 -38%
SFG
444
SNS Financial Group
Minnesota
$192K -$3.71K -300 -2%
SS
445
Simplicity Solutions
Minnesota
$188K -$341K -27,474 -64%
LS
446
Livforsakringsbolaget Skandia
Sweden
$187K – – –
HVIA
447
Hudson Valley Investment Advisors
New York
$186K – – –
SC
448
Savant Capital
Illinois
$185K +$35.3K +2,846 +24%
CAM
449
Cresset Asset Management
Illinois
$179K +$35K +2,817 +24%
AIP
450
Ameritas Investment Partners
Nebraska
$178K – – –
16 17
18
19 20