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Lumen
LUMN

Overview Fund Activity

703 hedge funds and large institutions have $8.8B invested in Lumen in 2020 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 264 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+34
Holders Change %
+5.08%
% of All Funds
14.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.32%
New
98
Increased
264
Reduced
220
Closed
58
Calls
$78.6M
Puts
$198M
Net Calls
-$119M
Net Calls Change
-$2.08M

Top Buyers

1
Citigroup
Citigroup
New York
+$138M
2
Invesco
Invesco
Georgia
+$72.6M
3
Bank of America
Bank of America
North Carolina
+$30M
4
First Trust Advisors
First Trust Advisors
Illinois
+$28M
5
Goldman Sachs
Goldman Sachs
New York
+$22.5M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$40.3M
2
PL
Parkwood LLC
Ohio
-$34.9M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$31M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$29.4M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
451
Federated Hermes
Pennsylvania
$159K +$9.54K +947 +6%
FWM
452
Foresight Wealth Management
Utah
$159K +$159K +15,790 New
HI
453
Horizon Investments
North Carolina
$157K -$261K -25,785 -62%
MAM
454
Meeder Asset Management
Ohio
$151K +$26.3K +2,601 +21%
SFG
455
SNS Financial Group
Minnesota
$150K +$150K +14,820 New
GAM
456
Griffin Asset Management
New York
$149K +$149K +14,802 New
DADC
457
D.A. Davidson & Co
Montana
$146K -$10.7K -1,063 -7%
CCA
458
Checchi Capital Advisers
California
$145K -$31.4K -3,122 -18%
O
459
Ossiam
France
$145K +$89.3K +8,856 +160%
XF
460
XML Financial
Maryland
$144K -$34.3K -3,396 -19%
KA
461
Kovack Advisors
Florida
$144K +$18.1K +1,800 +14%
Bessemer Group
462
Bessemer Group
New Jersey
$142K +$106K +10,550 +294%
CIBC Private Wealth Group
463
CIBC Private Wealth Group
Georgia
$142K +$142K +14,058 New
ISB
464
Iowa State Bank
Iowa
$141K +$141K +14,001 New
LNWWM
465
Laird Norton Wetherby Wealth Management
California
$140K -$5.68K -563 -4%
HAG
466
HighPoint Advisor Group
Illinois
$138K +$2.28K +246 +2%
WTB
467
Washington Trust Bank
Washington
$136K -$18.7K -1,851 -12%
CB
468
Commerce Bank
Missouri
$136K +$136K +13,485 New
Twin Tree Management
469
Twin Tree Management
Texas
$135K -$1.91M -188,626 -93%
CDH
470
Charles D. Hyman
$135K -$70.5K -7,000 -34%
DHFB
471
Dixon Hubard Feinour & Brown
Virginia
$135K -$5.04K -500 -4%
EFS
472
Essex Financial Services
Connecticut
$135K +$135K +13,391 New
OAM
473
Occidental Asset Management
California
$131K – – –
IFAM
474
Institutional & Family Asset Management
Colorado
$129K – – –
AWE
475
Avidian Wealth Enterprises
Texas
$128K +$128K +12,653 New
17 18
19
20 21