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Lumen
LUMN

Overview Fund Activity

703 hedge funds and large institutions have $11B invested in Lumen in 2021 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 229 increasing their positions, 239 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+4
Holders Change %
+0.57%
% of All Funds
12.38%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
124
Increased
229
Reduced
239
Closed
115
Calls
$160M
Puts
$148M
Net Calls
+$12.1M
Net Calls Change
+$45.6M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$138M
2
BlackRock
2
BlackRock
New York
$1.28B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$51.8M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$28.6M
5
California State Teachers Retirement System (CalSTRS)
5
California State Teachers Retirement System (CalSTRS)
California
$26.1M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$11.5M
2
UBS AM
2
UBS AM
Illinois
$0
3
Barclays
3
Barclays
United Kingdom
$14K
4
SAM
4
Southeastern Asset Management
Tennessee
$829M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
451
Cypress Capital Group
Florida
$206K +$2.03K +152 +1%
CAG
452
Csenge Advisory Group
Florida
$202K -$25.8K -2,009 -11%
HVIA
453
Hudson Valley Investment Advisors
New York
$200K – – –
EFS
454
Essex Financial Services
Connecticut
$200K +$880 +66 +0.4%
CS
455
Comerica Securities
Michigan
$197K -$332K -24,844 -63%
MC
456
Maverick Capital
Texas
$197K +$197K +14,780 New
APG
457
Abacus Planning Group
South Carolina
$193K – – –
AIP
458
Ameritas Investment Partners
Nebraska
$192K – – –
CAPTRUST Financial Advisors
459
CAPTRUST Financial Advisors
North Carolina
$192K +$118K +8,809 +158%
FBC
460
Fairfield, Bush & Co
Connecticut
$190K +$190K +14,200 New
HAG
461
HighPoint Advisor Group
Illinois
$189K +$10.4K +812 +6%
ISB
462
Iowa State Bank
Iowa
$187K – – –
DADC
463
D.A. Davidson & Co
Montana
$186K +$6.93K +518 +4%
SCM
464
Stevens Capital Management
Pennsylvania
$184K -$316K -23,629 -63%
GIA
465
Gateway Investment Advisers
Ohio
$182K -$8M -597,927 -98%
CI
466
Cordant Inc
Oregon
$180K +$180K +13,461 New
CDH
467
Charles D. Hyman
$179K – – –
UH
468
Unigestion Holding
Switzerland
$177K -$48.8K -3,655 -22%
GT
469
Greenleaf Trust
Michigan
$175K +$175K +13,097 New
TWM
470
Tradition Wealth Management
Minnesota
$174K +$9.63K +721 +6%
OWA
471
One Wealth Advisors
California
$172K +$172K +12,867 New
CCA
472
Checchi Capital Advisers
California
$172K +$172K +12,884 New
IFAM
473
Institutional & Family Asset Management
Colorado
$171K +$171K +12,778 New
BF
474
BOK Financial
Oklahoma
$168K +$7.65K +574 +5%
HCM
475
Hollencrest Capital Management
California
$168K +$168K +12,567 New
17 18
19
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