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Lumen
LUMN

Overview Fund Activity

774 hedge funds and large institutions have $5.98B invested in Lumen in 2022 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 345 increasing their positions, 213 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-27
Holders Change %
-3.37%
% of All Funds
13.38%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
75
Increased
345
Reduced
213
Closed
91
Calls
$158M
Puts
$206M
Net Calls
-$48.5M
Net Calls Change
+$28.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$34.6M
2
Goldman Sachs
Goldman Sachs
New York
+$18.8M
3
First Trust Advisors
First Trust Advisors
Illinois
+$16.1M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$15.7M
5
Barclays
Barclays
United Kingdom
+$13.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$32.9M
2
American Century Companies
American Century Companies
Missouri
-$28.8M
3
SAM
Southeastern Asset Management
Tennessee
-$24.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$15.5M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
501
Revolve Wealth Partners
New Jersey
$125K +$4.1K +562 +3%
ACA
502
Atlas Capital Advisors
Wyoming
$125K -$31.2K -4,289 -20%
CLOS
503
Compagnie Lombard Odier SCmA
Switzerland
$124K – – –
CG
504
CFO4Life Group
Texas
$124K +$124K +17,001 New
PP
505
PDT Partners
New York
$123K -$182K -25,102 -60%
BWA
506
BDO Wealth Advisors
Florida
$119K +$1.87K +258 +2%
SN
507
Sittner & Nelson
Oregon
$119K +$93.3K +12,757 +362%
LWM
508
Laidlaw Wealth Management
New York
$115K -$17.9K -2,463 -13%
RIG
509
Roosevelt Investment Group
New York
$115K +$115K +15,819 New
DMBA
510
Deseret Mutual Benefit Administrators
Utah
$114K -$23.6K -3,248 -17%
BDF
511
Balasa Dinverno & Foltz
$113K -$25.8K -3,540 -19%
ONB
512
Old National Bancorp
Indiana
$113K +$1.94K +265 +2%
CA
513
CoreCap Advisors
Michigan
$112K -$30K -4,109 -21%
PFM
514
Parsec Financial Management
North Carolina
$112K +$2.18K +298 +2%
SIAG
515
Safeguard Investment Advisory Group
California
$111K +$1.31K +181 +1%
FWP
516
FAS Wealth Partners
Kansas
$110K +$34.5K +4,758 +46%
HVIA
517
Hudson Valley Investment Advisors
New York
$109K – – –
TAM
518
Trust Asset Management
Texas
$109K +$5.82K +796 +6%
VWA
519
Visionary Wealth Advisors
Illinois
$108K -$1.5K -206 -1%
DCM
520
Driehaus Capital Management
Illinois
$108K +$15.3K +2,105 +16%
SCI
521
Stableford Capital II
Arizona
$107K +$6.64K +1,000 +7%
MC
522
Machina Capital
France
$107K +$107K +14,655 New
SW
523
SteelPeak Wealth
California
$106K -$45.3K -6,219 -30%
CWM
524
CIBC World Markets
New York
$105K -$367K -50,453 -78%
BWP
525
Balboa Wealth Partners
Arizona
$105K +$105K +14,489 New
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