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Lumen
LUMN

Overview Fund Activity

761 hedge funds and large institutions have $12.4B invested in Lumen in 2018 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 260 increasing their positions, 282 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
–
Holders Change %
0%
% of All Funds
16.98%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.54%
New
118
Increased
260
Reduced
282
Closed
107
Calls
$188M
Puts
$306M
Net Calls
-$118M
Net Calls Change
+$111M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$75.9M
2
Morgan Stanley
Morgan Stanley
New York
+$66.5M
3
State Street
State Street
Massachusetts
+$46.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$46.1M
5
BlackRock
BlackRock
New York
+$40.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$80.4M
2
Goldman Sachs
Goldman Sachs
New York
-$80.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$76.7M
4
SAM
Southeastern Asset Management
Tennessee
-$57.2M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$49.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DHFB
476
Dixon Hubard Feinour & Brown
Virginia
$244K -$23.1K -1,525 -9%
PCM
477
Prelude Capital Management
New York
$244K +$244K +16,120 New
Truist Financial
478
Truist Financial
North Carolina
$236K -$44.7K -2,944 -16%
AIP
479
Ahrens Investment Partners
Louisiana
$235K +$235K +15,502 New
FWM
480
Frontier Wealth Management
Missouri
$234K -$91.5K -6,051 -28%
TU
481
TDAM USA
Ontario, Canada
$234K -$3.96K -261 -2%
PCMC
482
Paragon Capital Management (Colorado)
Colorado
$230K -$82.7K -5,472 -26%
LNWWM
483
Laird Norton Wetherby Wealth Management
California
$230K -$64.3K -4,243 -22%
BDF
484
Balasa Dinverno & Foltz
$228K +$228K +15,058 New
VOAM
485
Vertex One Asset Management
British Columbia, Canada
$227K -$75.7K -5,000 -25%
FIM
486
Freedom Investment Management
Connecticut
$227K +$227K +14,969 New
CS
487
Cannell & Spears
New York
$223K – – –
IRF
488
IBM Retirement Fund
New York
$218K -$19.3K -1,268 -8%
SMFS
489
Squar Milner Financial Services
California
$218K +$3.04K +201 +1%
KA
490
Kintegral Advisory
New York
$218K +$218K +14,400 New
PIA
491
Piedmont Investment Advisors
North Carolina
$214K +$64.5K +4,259 +43%
IA
492
IFP Advisors
Florida
$213K -$39.1K -2,560 -16%
PTC
493
Private Trust Company
Ohio
$212K -$6.22K -412 -3%
CB
494
Commerce Bank
Missouri
$210K -$126K -8,284 -37%
HAIM
495
Hunter Associates Investment Management
Pennsylvania
$206K -$20K -1,322 -9%
Federated Hermes
496
Federated Hermes
Pennsylvania
$205K -$62K -4,095 -23%
ANI
497
American National Insurance
Texas
$205K – – –
FPGK
498
Financial Partners Group (Kansas)
Kansas
$203K -$7.09K -468 -3%
AA
499
Ancora Advisors
Ohio
$200K +$13.5K +891 +7%
Impax Asset Management Group
500
Impax Asset Management Group
United Kingdom
$200K +$200K +13,211 New
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