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Lumen
LUMN

Overview Fund Activity

706 hedge funds and large institutions have $10.1B invested in Lumen in 2021 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 256 increasing their positions, 237 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-9
Holders Change %
-1.26%
% of All Funds
12.4%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
76
Increased
256
Reduced
237
Closed
75
Calls
$183M
Puts
$167M
Net Calls
+$15.7M
Net Calls Change
+$14.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$224M
2
SAM
Southeastern Asset Management
Tennessee
$814M
3
First Trust Advisors
First Trust Advisors
Illinois
$267M
4
Charles Schwab
Charles Schwab
California
$110M
5
Allianz Asset Management
Allianz Asset Management
Germany
$27M

Top Sellers

1
Citigroup
Citigroup
New York
$12.6M
2
Invesco
Invesco
Georgia
$164M
3
Bank of America
Bank of America
North Carolina
$56.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$12M
5
PFC
Poplar Forest Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
451
American Portfolios Advisors
New York
$178K +$25.7K +2,074 +17%
CIBC World Market
452
CIBC World Market
Ontario, Canada
$177K +$177K +14,265 New
TAM
453
Trust Asset Management
Texas
$173K +$7.93K +640 +5%
VI
454
Vestcor Inc
New Brunswick, Canada
$172K -$21.6K -1,748 -11%
APG
455
Abacus Planning Group
South Carolina
$170K -$8.46K -684 -5%
FWM
456
Frontier Wealth Management
Missouri
$169K +$1.17K +94 +0.7%
BWP
457
BSW Wealth Partners
Colorado
$168K +$24.7K +1,989 +17%
FHC
458
First Heartland Consultants
Missouri
$168K +$168K +13,564 New
HI
459
Harbour Investments
Wisconsin
$167K +$5.28K +426 +3%
FSA
460
Financial Sense Advisors
California
$167K +$167K +13,490 New
CDH
461
Charles D. Hyman
$166K – – –
PFM
462
Parsec Financial Management
North Carolina
$165K +$8.38K +599 +5%
LNC
463
Lincoln National Corp
Pennsylvania
$165K +$15.4K +1,247 +10%
CIAS
464
Capital Investment Advisory Services
North Carolina
$165K +$32.3K +2,610 +24%
QC
465
Quadrature Capital
United Kingdom
$163K -$965K -77,795 -86%
TWM
466
Tradition Wealth Management
Minnesota
$163K +$1.33K +107 +0.8%
LNWWM
467
Laird Norton Wetherby Wealth Management
California
$163K +$5.46K +441 +3%
TI
468
Tidal Investments
Wisconsin
$159K +$32.1K +2,579 +25%
IFAM
469
Institutional & Family Asset Management
Colorado
$158K – – –
SMC
470
Smith, Moore & Co
Missouri
$157K -$21.1K -1,700 -12%
NP
471
NorthRock Partners
Minnesota
$157K +$157K +12,633 New
HM
472
Harvest Management
New York
$155K – – –
GIA
473
Gateway Investment Advisers
Ohio
$154K -$13.3K -1,072 -8%
PIA
474
Powell Investment Advisors
Florida
$154K – – –
CCA
475
Checchi Capital Advisers
California
$153K +$6.05K +490 +4%
17 18
19
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