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Lumen
LUMN

Overview Fund Activity

550 hedge funds and large institutions have $1.61B invested in Lumen in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 142 increasing their positions, 226 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
-81
Holders Change %
-12.84%
% of All Funds
8.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
61
Increased
142
Reduced
226
Closed
138
Calls
$17.2M
Puts
$61.8M
Net Calls
-$44.7M
Net Calls Change
-$19.7M

Top Buyers

1
BlackRock
BlackRock
New York
$322M
2
Citadel Advisors
Citadel Advisors
Florida
$26.6M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$39.3M
4
Two Sigma Investments
Two Sigma Investments
New York
$36.1M
5
State Street
State Street
Massachusetts
$115M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$4.28M
3
JAM
Jupiter Asset Management
United Kingdom
$1.42M
4
Morgan Stanley
Morgan Stanley
New York
$30.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
426
Hanson & Doremus Investment Management
Vermont
$3K -$8.84K -3,375 -75%
Bessemer Group
427
Bessemer Group
New Jersey
$3K -$6.09K -3,017 -67%
LWCFA
428
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.73K – – –
EWA
429
EverSource Wealth Advisors
Alabama
$2.68K -$19.9K -8,809 -88%
FFA
430
Farther Finance Advisors
California
$2.58K +$77 +34 +3%
SIC
431
Salem Investment Counselors
North Carolina
$2.49K – – –
NSIM
432
North Star Investment Management
Illinois
$2.41K – – –
JMF
433
Johnson Midwest Financial
Iowa
$2.4K – – –
GWM
434
Geneos Wealth Management
Colorado
$2.36K – – –
KFI
435
Key Financial Inc
Pennsylvania
$2.3K – – –
IGWM
436
ICA Group Wealth Management
Colorado
$2.26K -$841 -372 -27%
WSCM
437
Wellington Shields Capital Management
New York
$2.26K -$750 -332 -25%
PTC
438
Private Trust Company
Ohio
$2.26K -$502 -222 -18%
FPF
439
First Pacific Financial
Washington
$2.21K +$2.21K +978 New
GI
440
Gradient Investments
Minnesota
$2.03K -$2.1K -928 -51%
CG
441
Cutler Group
California
$2K -$1.35K -614 -40%
CA
442
Centerpoint Advisors
Massachusetts
$2K – – –
KFS
443
Kelly Financial Services
Massachusetts
$2K – – –
GJIA
444
Glass Jacobson Investment Advisors
Maryland
$1.98K +$1.98K +876 New
CAS
445
Coppell Advisory Solutions
Texas
$1.97K +$1.97K +885 New
GWSA
446
Global Wealth Strategies & Associates
Colorado
$1.95K – – –
IG
447
ING Group
Netherlands
$1.89K -$221 -98 -10%
PWMG
448
Prestige Wealth Management Group
New Jersey
$1.88K -$258 -114 -12%
FA
449
Financial Avengers
California
$1.62K – – –
BIA
450
Bell Investment Advisors
California
$1.52K -$310 -137 -17%
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18
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