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Lumen
LUMN

Overview Fund Activity

669 hedge funds and large institutions have $8.59B invested in Lumen in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 254 increasing their positions, 238 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
669
Holders Change
-19
Holders Change %
-2.76%
% of All Funds
13.75%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.35%
New
65
Increased
254
Reduced
238
Closed
79
Calls
$84.1M
Puts
$201M
Net Calls
-$117M
Net Calls Change
-$6.9M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$158M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$63.8M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$69.4M
4
AssetMark Inc
AssetMark Inc
California
$24.2M
5
AQR Capital Management
AQR Capital Management
Connecticut
$23.2M

Top Sellers

1
BlackRock
BlackRock
New York
$907M
2
SAM
Southeastern Asset Management
Tennessee
$621M
3
Man Group
Man Group
United Kingdom
$9.76M
4
UBS Group
UBS Group
Switzerland
$24.1M
5
Bank of America
Bank of America
North Carolina
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
526
Versant Capital Management
Arizona
$17K +$6.77K +687 +66%
ED
527
Exane Derivatives
France
$16.4K -$70.5K -7,031 -81%
S
528
SignatureFD
Georgia
$16K -$156K -15,557 -91%
TF
529
TimeScale Financial
Massachusetts
$16K +$254 +26 +2%
ECM
530
Estabrook Capital Management
New York
$15K – – –
FMII
531
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
VNA
532
Valley National Advisers
Pennsylvania
$15K – – –
CFA
533
Carroll Financial Associates
North Carolina
$15K +$2.81K +297 +23%
TFS
534
TrustCore Financial Services
Tennessee
$15K +$12.9K +1,300 +625%
RA
535
Rational Advisors
New York
$15K +$15K +1,474 New
FDCDDQ
536
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.3K -$8.02K -800 -36%
QCG
537
Quadrant Capital Group
Ohio
$14K -$21.2K -2,071 -60%
GRP
538
Global Retirement Partners
California
$14K -$540 -53 -4%
FP
539
Financial Perspectives
Minnesota
$13.1K +$40 +4 +0.3%
NSIM
540
North Star Investment Management
Illinois
$13K – – –
RE
541
RBC Europe
United Kingdom
$12K – – –
ZB
542
Zions Bancorporation
Utah
$12K -$33K -3,230 -73%
LWCFA
543
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K – – –
RG
544
Retirement Group
California
$12K +$12K +1,229 New
SIC
545
Salem Investment Counselors
North Carolina
$11K – – –
SCA
546
Stonebridge Capital Advisors
Minnesota
$11K – – –
TIM
547
Tortoise Investment Management
New York
$11K +$9.78K +987 +802%
APC
548
Aspire Private Capital
North Carolina
$11K +$11K +1,131 New
TPWA
549
TRUE Private Wealth Advisors
Oregon
$10K – – –
Bank Julius Baer & Co
550
Bank Julius Baer & Co
Switzerland
$10K +$30 +3 +0.3%
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