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Lumen
LUMN

Overview Fund Activity

801 hedge funds and large institutions have $8.89B invested in Lumen in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 319 increasing their positions, 227 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+27
Holders Change %
+3.49%
% of All Funds
13.54%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
101
Increased
319
Reduced
227
Closed
60
Calls
$186M
Puts
$263M
Net Calls
-$77.1M
Net Calls Change
-$133M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$189M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$117M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$47.1M
4
Marshall Wace
Marshall Wace
United Kingdom
$107M
5
Millennium Management
Millennium Management
New York
$53.3M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.3M
2
First Trust Advisors
First Trust Advisors
Illinois
$148M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$34.3M
4
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$3.36M
5
BlackRock
BlackRock
New York
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
FBC
476
Fairfield, Bush & Co
Connecticut
$226K -$23.4K -2,149 -9%
SWM
477
SeaCrest Wealth Management
New York
$224K -$17.1K -1,571 -7%
NSEDCP
478
NJ State Employees Deferred Compensation Plan
New Jersey
$224K – – –
MGAM
479
McGowan Group Asset Management
Texas
$223K -$13.4K -1,225 -6%
DADC
480
D.A. Davidson & Co
Montana
$221K +$22.5K +2,061 +11%
HI
481
Horizon Investments
North Carolina
$220K -$183K -16,794 -45%
SAM
482
Silvercrest Asset Management
New York
$219K – – –
DWT
483
Dorsey & Whitney Trust
South Dakota
$219K +$1.36K +125 +0.6%
QPW
484
Quantum Private Wealth
Florida
$218K – – –
SMH
485
Sanders Morris Harris
Texas
$215K – – –
HNB
486
Huntington National Bank
Ohio
$214K +$12K +1,098 +6%
VCM
487
Virtue Capital Management
Tennessee
$213K +$213K +19,506 New
CA
488
CoreCap Advisors
Michigan
$212K +$212K +19,445 New
CIBC World Market
489
CIBC World Market
Ontario, Canada
$210K -$134K -12,215 -39%
BDF
490
Balasa Dinverno & Foltz
$208K -$102K -9,382 -33%
DMBA
491
Deseret Mutual Benefit Administrators
Utah
$206K – – –
TNBTD
492
Trustmark National Bank Trust Department
Mississippi
$204K – – –
IWC
493
Integrated Wealth Concepts
Massachusetts
$203K -$63.7K -5,856 -24%
Cerity Partners
494
Cerity Partners
New York
$201K +$201K +18,432 New
LWM
495
Laidlaw Wealth Management
New York
$199K -$21.8K -2,000 -10%
AG
496
AIA Group
Hong Kong
$198K – – –
WG
497
Welch Group
Alabama
$197K -$327 -30 -0.2%
Rockefeller Capital Management
498
Rockefeller Capital Management
New York
$192K +$84.4K +7,743 +78%
EWM
499
Endurance Wealth Management
Rhode Island
$190K -$99.9K -9,175 -34%
WCM
500
Wedge Capital Management
North Carolina
$190K -$46.8K -4,291 -20%
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