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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 %
DILIC
501
Dai-ichi Life Insurance Company
Japan
$134K – – –
TCM
502
Teza Capital Management
Illinois
$133K -$334K -27,036 -72%
LSAG
503
Lake Street Advisors Group
New Hampshire
$133K +$133K +10,730 New
KPW
504
Kore Private Wealth
New York
$133K +$133K +10,774 New
FWM
505
Focused Wealth Management
New York
$132K +$37 +3 +0%
MOS
506
MGO One Seven
Ohio
$131K -$2.29K -193 -2%
EA
507
Emerald Advisors
Washington
$129K – – –
FTDI
508
First Trust Direct Indexing
Massachusetts
$129K +$129K +10,417 New
CI
509
CX Institutional
Indiana
$128K -$1.64K -132 -1%
BFPW
510
BOK Financial Private Wealth
Colorado
$128K +$128K +10,295 New
IC
511
IEQ Capital
California
$126K -$9.72K -782 -7%
BCA
512
Biltmore Capital Advisors
New Jersey
$125K +$125K +10,100 New
HW
513
Hancock Whitney
Mississippi
$124K -$160K -12,932 -56%
VanEck Associates
514
VanEck Associates
New York
$123K +$60.1K +4,855 +96%
SCI
515
Stableford Capital II
Arizona
$122K +$122K +10,018 New
S
516
SignatureFD
Georgia
$121K +$36.2K +2,933 +43%
PA
517
Parallel Advisors
California
$117K +$13.9K +1,125 +13%
WA
518
WestEnd Advisors
North Carolina
$111K -$135K – –
SIM
519
Sentry Investment Management
Wisconsin
$110K +$103K +8,366 +1,532%
AF
520
Advisornet Financial
Minnesota
$102K -$1.09K -88 -1%
HF
521
Halpern Financial
Virginia
$99.7K +$99.7K +8,050 New
SFFS
522
Stonehage Fleming Financial Services
Jersey
$99K – – –
AWM
523
Accel Wealth Management
Iowa
$93K +$149 +12 +0.2%
TPCW
524
TD Private Client Wealth
New York
$92.5K +$6.11K +493 +7%
BCA
525
Berman Capital Advisors
Georgia
$75K +$1.78K +146 +2%
19 20
21
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