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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 %
MSAM
501
Moloney Securities Asset Management
Missouri
$105K +$105K +10,380 New
LS
502
Livforsakringsbolaget Skandia
Sweden
$104K – – –
FWM
503
Focused Wealth Management
New York
$104K +$40 +4 +0%
WANY
504
Wealthspire Advisors (New York)
New York
$104K +$104K +10,315 New
OWA
505
One Wealth Advisors
California
$102K +$797 +79 +0.8%
APA
506
American Portfolios Advisors
New York
$95.4K +$293 +29 +0.3%
IA
507
IFP Advisors
Florida
$92K +$9.62K +963 +12%
FFA
508
Founders Financial Alliance
North Carolina
$89K +$89K +8,843 New
BSG
509
Black Swift Group
Colorado
$87K -$105K -10,414 -55%
PFA
510
Professional Financial Advisors
Nebraska
$84K +$84K +9,745 New
VFA
511
Valeo Financial Advisors
Indiana
$83K -$72.2K -7,175 -47%
AF
512
Advisornet Financial
Minnesota
$83K -$2.03K -200 -2%
IA
513
IndexIQ Advisors
New York
$82K +$49.4K +4,891 +151%
SFFS
514
Stonehage Fleming Financial Services
Jersey
$80K -$6.4K -640 -7%
PA
515
Parallel Advisors
California
$78K +$12K +1,190 +18%
FMLI
516
Fukoku Mutual Life Insurance
Japan
$77K – – –
CFGS
517
Concourse Financial Group Securities
Alabama
$72K +$46.8K +4,605 +185%
SIAS
518
Shine Investment Advisory Services
Colorado
$70K – – –
PW
519
Price Wealth
Texas
$70K +$67K +6,630 +2,271%
WAM
520
Wolverine Asset Management
Illinois
$69K +$69K +6,854 New
CIA
521
CSat Investment Advisory
Michigan
$68K -$6.04K -599 -8%
NFSG
522
Newbridge Financial Services Group
Florida
$62K +$62K +6,136 New
NFG
523
Next Financial Group
Texas
$60K +$60K +5,875 New
PWMG
524
Prestige Wealth Management Group
New Jersey
$58K -$2.58K -254 -4%
CHC
525
City Holding Co
West Virginia
$57K -$1.52K -150 -3%
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