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Lumen
LUMN

Overview Fund Activity

499 hedge funds and large institutions have $957M invested in Lumen in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 192 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-51
Holders Change %
-9.27%
% of All Funds
7.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
117
Reduced
192
Closed
92
Calls
$11.1M
Puts
$67.2M
Net Calls
-$56.1M
Net Calls Change
-$11.4M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$20.5M
2
PCM
2
Palestra Capital Management
New York
$9.27M
3
Millennium Management
3
Millennium Management
New York
$10.9M
4
Charles Schwab
4
Charles Schwab
California
$29.1M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$31.3M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$810K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.4M
4
Norges Bank
4
Norges Bank
Norway
$64.1K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
476
Valley Wealth Managers
New Jersey
$27 – – –
TCM
477
Tradewinds Capital Management
Washington
$26 – – –
CWC
478
Carolinas Wealth Consulting
North Carolina
$26 – – –
FGA
479
Fortis Group Advisors
New Jersey
$23 +$23 +16 New
GGI
480
Godsey & Gibb Inc
Virginia
$20 +$20 +14 New
MFT
481
Moisand Fitzgerald Tamayo
Florida
$18 – – –
AIC
482
Archer Investment Corporation
Indiana
$18 – – –
CPG
483
Cornerstone Planning Group
New Jersey
$14 – – –
HI
484
Hoey Investments
Pennsylvania
$13 – – –
Credit Agricole
485
Credit Agricole
France
$9 – – –
NL
486
NVWM LLC
Pennsylvania
$7 – – –
HCM
487
Hollencrest Capital Management
California
$6 – – –
FHA
488
First Horizon Advisors
Tennessee
$3 -$6.79K -4,529 -100%
IWP
489
IAG Wealth Partners
Wisconsin
$3 – – –
JWA
490
JFS Wealth Advisors
Pennsylvania
$2 -$900 -450 -100%
CS
491
Clear Street
New York
$1 -$4 -4 -80%
AWM
492
AllSquare Wealth Management
New York
$1 – – –
CTA
493
Colonial Trust Advisors
South Carolina
$1 – – –
Citadel Advisors
494
Citadel Advisors
Florida
– -$26.6M -11,752,036 Closed
California Public Employees Retirement System
495
California Public Employees Retirement System
California
– -$4.43M -1,959,598 Closed
Renaissance Technologies
496
Renaissance Technologies
New York
– -$4.28M -1,894,303 Closed
RPA
497
Rock Point Advisors
Vermont
– -$4.1M -1,813,909 Closed
PCM
498
Penserra Capital Management
California
– -$3.83M -1,693,865 Closed
Canada Life
499
Canada Life
Manitoba, Canada
– -$3.19M -1,413,551 Closed
Robeco Institutional Asset Management
500
Robeco Institutional Asset Management
Netherlands
– -$2.35M -1,041,157 Closed
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