LUMN icon

Lumen
LUMN

Overview Fund Activity

787 hedge funds and large institutions have $10.2B invested in Lumen in 2021 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 269 increasing their positions, 240 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+81
Holders Change %
+11.47%
% of All Funds
12.15%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
148
Increased
269
Reduced
240
Closed
54
Calls
$202M
Puts
$132M
Net Calls
+$70M
Net Calls Change
+$54.3M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$66.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$32.4M
3
PPA
Parametric Portfolio Associates
Washington
+$30M
4
American Century Companies
American Century Companies
Missouri
+$29M
5
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
+$28.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$151M
2
Norges Bank
Norges Bank
Norway
-$44.1M
3
Morgan Stanley
Morgan Stanley
New York
-$31.8M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$25.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
501
Revolve Wealth Partners
New Jersey
$194K +$194K +15,489 New
WWM
502
Western Wealth Management
Colorado
$191K +$191K +15,382 New
SIAG
503
Safeguard Investment Advisory Group
California
$190K -$17.2K -1,377 -8%
LS
504
Livforsakringsbolaget Skandia
Sweden
$190K – – –
HVIA
505
Hudson Valley Investment Advisors
New York
$188K – – –
SMC
506
Smith, Moore & Co
Missouri
$188K +$28.9K +2,300 +18%
CIAS
507
Capital Investment Advisory Services
North Carolina
$184K +$16.5K +1,311 +10%
EF
508
Empirical Finance
Pennsylvania
$184K +$32.6K +2,601 +22%
KeyBank National Association
509
KeyBank National Association
Ohio
$184K +$184K +14,654 New
APA
510
American Portfolios Advisors
New York
$181K +$1.38K +110 +0.8%
LNC
511
Lincoln National Corp
Pennsylvania
$179K +$11.7K +930 +7%
SPWM
512
Straight Path Wealth Management
Michigan
$176K +$176K +14,000 New
TAM
513
Trust Asset Management
Texas
$175K – – –
APG
514
Abacus Planning Group
South Carolina
$173K – – –
BFPW
515
BOK Financial Private Wealth
Colorado
$173K +$43.6K +3,468 +34%
FWM
516
Frontier Wealth Management
Missouri
$171K +$88 +7 +0.1%
ANI
517
American National Insurance
Texas
$169K -$620K -49,550 -79%
VWA
518
Visionary Wealth Advisors
Illinois
$169K +$169K +13,454 New
CDH
519
Charles D. Hyman
$168K – – –
WG
520
Welch Group
Alabama
$168K +$168K +13,400 New
CC
521
Centiva Capital
New York
$168K +$168K +13,401 New
TWM
522
Tradition Wealth Management
Minnesota
$165K +$75 +6 +0%
AWA
523
Arkadios Wealth Advisors
Georgia
$164K -$528K -42,092 -76%
PCM
524
Prelude Capital Management
New York
$164K -$121K -9,607 -42%
IFAM
525
Institutional & Family Asset Management
Colorado
$160K – – –
19 20
21
22 23