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Lumen
LUMN

Overview Fund Activity

550 hedge funds and large institutions have $3.78B invested in Lumen in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 156 increasing their positions, 154 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+49
Holders Change %
+9.78%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
117
Increased
156
Reduced
154
Closed
64
Calls
$137M
Puts
$182M
Net Calls
-$44.5M
Net Calls Change
-$9.22M

Top Buyers

1
HAI
Hennessy Advisors Inc
California
$45.1M
2
UBS Group
UBS Group
Switzerland
$51.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$52.1M
4
Citadel Advisors
Citadel Advisors
Florida
$48.8M
5
Renaissance Technologies
Renaissance Technologies
New York
$61.9M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$580M
2
Charles Schwab
Charles Schwab
California
$141M
3
Barclays
Barclays
United Kingdom
$13.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$67.6M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
426
BOK Financial
Oklahoma
$4.35K -$3.24K -599 -43%
SC
427
Swan Capital
Florida
$4.17K – – –
FA
428
Financial Avengers
California
$3.81K – – –
HPC
429
HM Payson & Co
Maine
$3.66K – – –
QC
430
Quent Capital
New York
$3.36K – – –
MAM
431
Meeder Asset Management
Ohio
$3.3K -$133 -25 -4%
TFIPS
432
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.19K – – –
HNW
433
High Note Wealth
Minnesota
$2.99K +$2.99K +562 New
LI
434
LRI Investments
Florida
$2.98K +$212 +40 +8%
TIM
435
Tortoise Investment Management
New York
$2.93K – – –
SWA
436
SOA Wealth Advisors
New York
$2.83K – – –
GM
437
GeoWealth Management
Illinois
$2.82K +$510 +96 +22%
SIS
438
Strategic Investment Solutions
Illinois
$2.81K – – –
FMP
439
Financial Management Professionals
Texas
$2.55K – – –
GWM
440
Geneos Wealth Management
Colorado
$2.53K -$170 -32 -6%
AT
441
Arlington Trust
Alabama
$2.52K – – –
BTI
442
Blue Trust Inc
Georgia
$2.44K +$265 +50 +12%
BWL
443
Bogart Wealth LLC
Virginia
$2.36K – – –
FFO
444
Fortitude Family Office
Arizona
$2.35K +$2.35K +442 New
VHAM
445
Van Hulzen Asset Management
California
$2.28K +$2.28K +430 New
FGC
446
Financial Gravity Companies
Texas
$2.28K +$2.28K +429 New
HIW
447
Holos Integrated Wealth
Pennsylvania
$2.04K +$2.04K +385 New
FHA
448
First Horizon Advisors
Tennessee
$2.02K +$2.02K +381 New
AW
449
Avion Wealth
Texas
$2K – – –
WSFS
450
Wilmington Savings Fund Society
Delaware
$1.93K -$4.52K -850 -70%
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