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

Top Sellers

1
Citigroup
1
Citigroup
New York
$12.6M
2
Invesco
2
Invesco
Georgia
$164M
3
Bank of America
3
Bank of America
North Carolina
$56.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$12M
5
PFC
5
Poplar Forest Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
476
Chicago Partners Investment Group
Illinois
$152K -$24.5K -1,722 -14%
AI
477
Atom Investors
Texas
$151K -$173K -13,941 -53%
BF
478
BOK Financial
Oklahoma
$151K +$151K +12,191 New
JF
479
Jump Financial
Illinois
$150K -$692K -55,785 -82%
EF
480
Empirical Finance
Pennsylvania
$150K +$9.41K +759 +7%
USCWA
481
U.S. Capital Wealth Advisors
Texas
$149K +$149K +12,050 New
CWA
482
Centennial Wealth Advisory
Michigan
$147K +$11.5K +928 +8%
AG
483
AIA Group
Hong Kong
$146K +$146K +11,795 New
HI
484
Humankind Investments
New York
$144K -$366K -29,513 -72%
PSUF
485
People's United Financial
Connecticut
$144K +$15.2K +1,228 +12%
MWM
486
Meridian Wealth Management
Kentucky
$143K +$143K +11,507 New
QP
487
Quilter Plc
United Kingdom
$142K -$2.9K -233 -2%
CAM
488
Claret Asset Management
Quebec, Canada
$141K +$141K +11,341 New
VBFP
489
Valtinson Bruner Financial Planning
Minnesota
$140K – – –
ACI
490
Alpha Cubed Investments
California
$139K – – –
FMLI
491
Fukoku Mutual Life Insurance
Japan
$138K +$44K +3,550 +47%
MMA
492
Miracle Mile Advisors
California
$137K +$137K +11,051 New
BRWM
493
B. Riley Wealth Management
Tennessee
$137K +$137K +11,053 New
HI
494
Horizon Investments
North Carolina
$136K -$173K -13,949 -56%
MAFM
495
Mid Atlantic Financial Management
Pennsylvania
$136K -$3.71K -300 -3%
TCM
496
Triumph Capital Management
Colorado
$136K +$136K +10,975 New
MCA
497
Morris Capital Advisors
Pennsylvania
$136K +$136K +11,004 New
WP
498
WealthPLAN Partners
Nebraska
$135K -$960 -78 -0.7%
JIP
499
Jaffetilchin Investment Partners
Florida
$135K +$135K +10,874 New
CB
500
Commerce Bank
Missouri
$134K -$1.93M -155,801 -94%
18 19
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