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Lumen
LUMN

Overview Fund Activity

703 hedge funds and large institutions have $8.8B invested in Lumen in 2020 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 264 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+34
Holders Change %
+5.08%
% of All Funds
14.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.32%
New
98
Increased
264
Reduced
220
Closed
58
Calls
$78.6M
Puts
$198M
Net Calls
-$119M
Net Calls Change
-$2.08M

Top Buyers

1
Citigroup
Citigroup
New York
+$138M
2
Invesco
Invesco
Georgia
+$72.6M
3
Bank of America
Bank of America
North Carolina
+$30M
4
First Trust Advisors
First Trust Advisors
Illinois
+$28M
5
Goldman Sachs
Goldman Sachs
New York
+$22.5M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$40.3M
2
PL
Parkwood LLC
Ohio
-$34.9M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$31M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$29.4M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HM
476
Harvest Management
New York
$127K – – –
PIA
477
Powell Investment Advisors
Florida
$127K +$127K +12,550 New
SFS
478
Sowell Financial Services
Arkansas
$126K -$46.2K -4,564 -27%
HDIM
479
Hanson & Doremus Investment Management
Vermont
$125K -$11.2K -1,110 -8%
SIA
480
Strategic Investment Advisors
Michigan
$123K +$123K +12,143 New
WAM
481
Wealthspire Advisors (Maryland)
Maryland
$122K +$122K +12,140 New
GTCM
482
Gyon Technologies Capital Management
New Jersey
$119K +$119K +11,821 New
ACI
483
Alpha Cubed Investments
California
$118K -$22.3K -2,212 -16%
MOS
484
MGO One Seven
Ohio
$117K -$13.6K -1,340 -10%
CI
485
Conning Inc
Connecticut
$116K +$5.35K +530 +5%
WCM
486
WealthBridge Capital Management
Ohio
$116K +$116K +11,539 New
PWP
487
Principle Wealth Partners
Connecticut
$115K -$39.1K -3,865 -25%
SBIA
488
Sheaff Brock Investment Advisors
Indiana
$113K -$80.2K -7,946 -42%
V
489
Veritable
Delaware
$113K +$113K +11,217 New
RJT
490
Raymond James Trust
Florida
$112K -$13.2K -1,314 -11%
APP
491
Avantax Planning Partners
Iowa
$111K +$1.73K +171 +2%
TSS
492
Two Sigma Securities
New York
$109K -$40.2K -3,969 -27%
DILIC
493
Dai-ichi Life Insurance Company
Japan
$109K – – –
CAPTRUST Financial Advisors
494
CAPTRUST Financial Advisors
North Carolina
$109K +$19.2K +1,925 +21%
KPWS
495
Kestra Private Wealth Services
Texas
$109K +$109K +10,823 New
PFM
496
Parsec Financial Management
North Carolina
$106K -$40K -3,951 -27%
WP
497
WealthPLAN Partners
Nebraska
$106K -$3.56K -368 -3%
EA
498
Emerald Advisors
Washington
$106K +$121 +12 +0.1%
MCM
499
MAI Capital Management
Ohio
$106K +$106K +10,493 New
CPC
500
Congress Park Capital
New York
$106K +$106K +10,500 New
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