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

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$148M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$34.3M
4
Retirement Systems of Alabama
4
Retirement Systems of Alabama
Alabama
$3.36M
5
BlackRock
5
BlackRock
New York
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
501
Empirical Wealth Management
Washington
$187K -$86.8K -7,959 -32%
DI
502
Diligent Investors
California
$187K +$23K +2,107 +14%
CLOS
503
Compagnie Lombard Odier SCmA
Switzerland
$185K – – –
RWP
504
Revolve Wealth Partners
New Jersey
$181K -$10K -916 -5%
BWA
505
BDO Wealth Advisors
Florida
$176K +$2.58K +237 +1%
V
506
Veritable
Delaware
$176K +$52.5K +4,813 +42%
QT
507
Quantamental Technologies
New York
$176K +$59.7K +5,467 +51%
EP
508
Edgestream Partners
New Jersey
$174K +$174K +15,979 New
MHS
509
M Holdings Securities
Oregon
$173K +$5.1K +468 +3%
SIAG
510
Safeguard Investment Advisory Group
California
$170K – – –
CWM
511
Congress Wealth Management
Massachusetts
$168K -$10.1K -930 -6%
CA
512
Capitolis Advisors
New York
$167K – – –
QCM
513
Quantinno Capital Management
New York
$167K +$167K +15,284 New
CWS
514
Confluence Wealth Services
Pennsylvania
$166K +$2.23K +200 +1%
ONB
515
Old National Bancorp
Indiana
$165K +$165K +15,169 New
VWA
516
Visionary Wealth Advisors
Illinois
$164K -$111K -10,142 -40%
HVIA
517
Hudson Valley Investment Advisors
New York
$164K +$66 +6 +0%
PFM
518
Parsec Financial Management
North Carolina
$164K +$29.8K +2,729 +22%
GWM
519
Geneos Wealth Management
Colorado
$163K +$646 +58 +0.4%
AWM
520
Apollon Wealth Management
South Carolina
$163K +$4.36K +399 +3%
ATPW
521
Ashton Thomas Private Wealth
Arizona
$162K +$162K +14,887 New
SCI
522
Stableford Capital II
Arizona
$161K – – –
SMC
523
Smith, Moore & Co
Missouri
$157K -$29.7K -2,720 -16%
AWS
524
Atria Wealth Solutions
New York
$156K -$7.91K -724 -5%
MNBTD
525
Moody National Bank Trust Division
Texas
$155K -$46K -4,217 -23%
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