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Lumen
LUMN

Overview Fund Activity

482 hedge funds and large institutions have $1.06B invested in Lumen in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 115 increasing their positions, 150 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-7
Holders Change %
-1.43%
% of All Funds
6.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
64
Increased
115
Reduced
150
Closed
65
Calls
$20.1M
Puts
$60.5M
Net Calls
-$40.5M
Net Calls Change
+$38.1M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$48.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$12.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$12.1M
4
FSCM
4
Front Street Capital Management
Montana
$14M
5
BCM
5
Brigade Capital Management
New York
$3.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.2M
2
Invesco
2
Invesco
Georgia
$19.4M
3
ETC
3
Exchange Traded Concepts
Oklahoma
$0
4
BlackRock
4
BlackRock
New York
$232M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
CapWealth Advisors
Tennessee
$5.19M +$520K +333,357 +11%
Connor, Clark & Lunn Investment Management (CC&L)
27
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.59M +$15.2K +9,713 +0.3%
Ameriprise
28
Ameriprise
Minnesota
$4.56M -$181K -115,767 -4%
FRM
29
Foundation Resource Management
Arkansas
$4.19M -$99.6K -63,839 -2%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$4.06M -$2.5M -1,601,614 -38%
Bank of America
31
Bank of America
North Carolina
$3.88M +$498K +319,175 +15%
AQR Capital Management
32
AQR Capital Management
Connecticut
$3.71M +$877K +562,179 +31%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$3.64M -$3K -1,920 -0.1%
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.23M -$40K -25,640 -1%
Mitsubishi UFJ Trust & Banking
35
Mitsubishi UFJ Trust & Banking
Japan
$3.2M +$586K +401,399 +22%
A
36
AustralianSuper
Australia
$3.13M – – –
BCM
37
Brigade Capital Management
New York
$3.12M +$3.12M +2,000,000 New
Swiss National Bank
38
Swiss National Bank
Switzerland
$3.1M – – –
State Board of Administration of Florida Retirement System
39
State Board of Administration of Florida Retirement System
Florida
$3.03M +$2.16M +814,474 +248%
VDBMI
40
Van Den Berg Management I
Texas
$3.02M +$1.32M +849,206 +78%
UBS AM
41
UBS AM
Illinois
$2.91M +$274K +175,921 +10%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$2.84M -$475K -304,365 -14%
UBS Group
43
UBS Group
Switzerland
$2.82M +$1.39M +888,160 +96%
LOAMU
44
Lombard Odier Asset Management (USA)
New York
$2.34M +$1.68M +1,076,400 +254%
Federated Hermes
45
Federated Hermes
Pennsylvania
$2.28M +$31.8K +20,366 +1%
KS
46
Karpas Strategies
Connecticut
$2.14M -$920 -590 -0%
CS
47
Credit Suisse
Switzerland
$2.12M -$200K -128,206 -9%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$1.99M – – –
Jane Street
49
Jane Street
New York
$1.98M -$594K -380,968 -23%
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.92M -$254K -162,726 -12%
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