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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 %
Bessemer Group
426
Bessemer Group
New Jersey
$315K +$113K +9,014 +56%
FA
427
FDx Advisors
Illinois
$314K -$162K -12,910 -34%
RDWM
428
Red Door Wealth Management
Tennessee
$311K +$3.95K +315 +1%
MWM
429
Modera Wealth Management
New Jersey
$310K +$310K +24,737 New
PA
430
Pinnacle Associates
New York
$306K -$82.1K -6,548 -21%
CIBC World Market
431
CIBC World Market
Ontario, Canada
$306K +$127K +10,119 +71%
KRSITF
432
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$298K -$8K -637 -3%
PWM
433
Perigon Wealth Management
California
$297K -$1.9K -151 -0.6%
IAP
434
Indie Asset Partners
Indiana
$295K +$6.28K +500 +2%
CCM
435
Chiron Capital Management
Florida
$294K – – –
MAM
436
Meeder Asset Management
Ohio
$293K -$275K -21,889 -48%
HCP
437
Holt Capital Partners
Texas
$288K +$25.1K +2,000 +10%
FBC
438
Fairfield, Bush & Co
Connecticut
$287K +$18.8K +1,501 +7%
VPIM
439
Vanguard Personalized Indexing Management
California
$287K +$84.3K +6,719 +42%
NFG
440
Next Financial Group
Texas
$285K -$61K -4,864 -18%
ICP
441
Interchange Capital Partners
Pennsylvania
$284K +$284K +22,688 New
APP
442
Alpha Paradigm Partners
Illinois
$282K +$282K +22,437 New
CCM
443
Coldstream Capital Management
Washington
$282K +$282K +22,454 New
Lido Advisors
444
Lido Advisors
California
$280K +$7.61K +608 +3%
1IA
445
1620 Investment Advisors
Massachusetts
$280K +$280K +22,314 New
CI
446
Cigna Investments
Connecticut
$277K -$112K -8,922 -29%
FFM
447
Forum Financial Management
Illinois
$277K +$277K +22,049 New
CMBA
448
C.M. Bidwell & Associates
Hawaii
$277K +$277K +22,110 New
DWT
449
Dorsey & Whitney Trust
South Dakota
$274K -$190K -15,166 -41%
MCP
450
Mirador Capital Partners
California
$271K +$271K +21,595 New
16 17
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