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Lumen
LUMN

Overview Fund Activity

499 hedge funds and large institutions have $957M invested in Lumen in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 192 reducing their positions, and 92 closing their positions.

Holders
499
Holders Change
-51
Holders Change %
-9.27%
% of All Funds
7.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
117
Reduced
192
Closed
92
Calls
$11.1M
Puts
$67.2M
Net Calls
-$56.1M
Net Calls Change
-$11.4M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$20.5M
2
PCM
2
Palestra Capital Management
New York
$9.27M
3
Millennium Management
3
Millennium Management
New York
$10.9M
4
Charles Schwab
4
Charles Schwab
California
$29.1M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$31.3M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$810K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.4M
4
Norges Bank
4
Norges Bank
Norway
$64.1K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.57M
Name Market Value Shares Shares
Change 		Shares
Change %
CF
501
Concorde Financial
Texas
– – -649,587 Closed
MC
502
Maverick Capital
Texas
– – -554,071 Closed
TI
503
Tidal Investments
Wisconsin
– – -295,895 Closed
PI
504
PineBridge Investments
New York
– – -232,754 Closed
UIM
505
USS Investment Management
United Kingdom
– – -213,355 Closed
PP
506
Peconic Partners
New York
– – -200,000 Closed
QC
507
Quadrature Capital
United Kingdom
– – -192,487 Closed
OQS
508
Occudo Quantitative Strategies
Florida
– – -166,280 Closed
LTAS
509
Linden Thomas Advisory Services
North Carolina
– – -116,942 Closed
CM
510
Caption Management
Oklahoma
– – -98,800 Closed
HNW
511
High Note Wealth
Minnesota
– – -80,600 Closed
ESCM
512
Echo Street Capital Management
New York
– – -78,070 Closed
YIH
513
Y-Intercept (HK)
Hong Kong
– – -75,650 Closed
HP
514
Hosking Partners
United Kingdom
– – -67,470 Closed
Capstone Investment Advisors
515
Capstone Investment Advisors
New York
– – -67,210 Closed
M
516
Mirova
France
– – -62,440 Closed
CC
517
Centiva Capital
New York
– – -47,045 Closed
Rockefeller Capital Management
518
Rockefeller Capital Management
New York
– – -45,798 Closed
Vontobel Holding
519
Vontobel Holding
Switzerland
– – -44,126 Closed
MNBTD
520
Moody National Bank Trust Division
Texas
– – -43,086 Closed
GWM
521
Greenwich Wealth Management
Connecticut
– – -40,799 Closed
GT
522
Greenleaf Trust
Michigan
– – -38,550 Closed
OPTFSNA
523
Old Point Trust & Financial Services N A
Virginia
– – -37,678 Closed
SFA
524
Sequoia Financial Advisors
Ohio
– – -36,835 Closed
CP
525
Camelot Portfolios
Ohio
– – -34,208 Closed
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