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Lumen
LUMN

Overview Fund Activity

774 hedge funds and large institutions have $5.98B invested in Lumen in 2022 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 345 increasing their positions, 213 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-27
Holders Change %
-3.37%
% of All Funds
13.38%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
75
Increased
345
Reduced
213
Closed
91
Calls
$158M
Puts
$206M
Net Calls
-$48.5M
Net Calls Change
+$28.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$34.6M
2
Goldman Sachs
Goldman Sachs
New York
+$18.8M
3
First Trust Advisors
First Trust Advisors
Illinois
+$16.1M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$15.7M
5
Barclays
Barclays
United Kingdom
+$13.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$32.9M
2
American Century Companies
American Century Companies
Missouri
-$28.8M
3
SAM
Southeastern Asset Management
Tennessee
-$24.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$15.5M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
451
Simplicity Solutions
Minnesota
$170K +$170K +23,291 New
CG
452
Caprock Group
Idaho
$169K +$169K +23,227 New
CA
453
Cetera Advisors
Colorado
$165K -$2.31K -317 -1%
CP
454
Camelot Portfolios
Ohio
$164K -$38.4K -5,277 -19%
FFM
455
Forum Financial Management
Illinois
$164K +$51 +7 +0%
DGAM
456
Desjardins Global Asset Management
Quebec, Canada
$162K – – –
MIM
457
Marco Investment Management
Georgia
$160K – – –
UWPG
458
Ullmann Wealth Partners Group
Florida
$160K – – –
Lido Advisors
459
Lido Advisors
California
$160K +$2.03K +279 +1%
APA
460
American Portfolios Advisors
New York
$156K +$3.09K +425 +2%
CIBC World Market
461
CIBC World Market
Ontario, Canada
$156K +$16K +2,199 +11%
TF
462
TIAA FSB
Florida
$154K -$42.5K -5,849 -22%
WCM
463
Wedge Capital Management
North Carolina
$154K +$27K +3,706 +21%
DI
464
Diligent Investors
California
$154K +$29.2K +4,016 +23%
BB
465
Bell Bank
North Dakota
$154K +$81.2K +11,154 +112%
CI
466
CPR Investments
Michigan
$153K -$139K -19,087 -48%
FNT
467
First National Trust
Pennsylvania
$153K – – –
FBC
468
Fairfield, Bush & Co
Connecticut
$153K +$1.84K +252 +1%
WP
469
WMS Partners
Maryland
$153K +$153K +21,042 New
TCOO
470
Trust Company of Oklahoma
Oklahoma
$151K -$67.7K -9,295 -31%
DADC
471
D.A. Davidson & Co
Montana
$151K +$3.56K +488 +2%
FTDI
472
First Trust Direct Indexing
Massachusetts
$151K +$151K +20,730 New
NSEDCP
473
NJ State Employees Deferred Compensation Plan
New Jersey
$150K – – –
AWM
474
Apollon Wealth Management
South Carolina
$150K +$41.3K +5,669 +38%
HNB
475
Huntington National Bank
Ohio
$147K +$4.58K +630 +3%
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