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Lumen
LUMN

Overview Fund Activity

703 hedge funds and large institutions have $8.8B invested in Lumen in 2020 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 264 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+34
Holders Change %
+5.08%
% of All Funds
14.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.32%
New
98
Increased
264
Reduced
220
Closed
58
Calls
$78.6M
Puts
$198M
Net Calls
-$119M
Net Calls Change
-$2.08M

Top Buyers

1
Citigroup
Citigroup
New York
+$138M
2
Invesco
Invesco
Georgia
+$72.6M
3
Bank of America
Bank of America
North Carolina
+$30M
4
First Trust Advisors
First Trust Advisors
Illinois
+$28M
5
Goldman Sachs
Goldman Sachs
New York
+$22.5M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$40.3M
2
PL
Parkwood LLC
Ohio
-$34.9M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$31M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$29.4M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$55K – – –
PFS
527
Prospera Financial Services
Texas
$55K +$55K +5,410 New
FRA
528
Front Row Advisors
California
$50K -$2.95K -280 -6%
NIC
529
Northwest Investment Counselors
Oregon
$50K +$50K +5,000 New
LWM
530
Liberty Wealth Management
California
$45K -$31.2K -3,096 -41%
EFSCE
531
Enterprise Financial Services Corp (EFSC)
Missouri
$42K +$17.7K +1,759 +73%
AF
532
Allworth Financial
California
$40K +$781 +77 +2%
TFGT
533
TS Financial Group (TSFG)
Illinois
$39K +$709 +70 +2%
T
534
TOBAM
France
$38K -$780K -77,486 -95%
AWM
535
AllSquare Wealth Management
New York
$38K – – –
CI
536
CX Institutional
Indiana
$38K +$7.68K +771 +25%
BFC
537
Bedel Financial Consulting
Indiana
$35K – – –
SWM
538
Sugarloaf Wealth Management
Georgia
$34K +$15.4K +1,536 +83%
GRP
539
Global Retirement Partners
California
$34K +$20.2K +2,003 +146%
HCP
540
Hexagon Capital Partners
Arkansas
$34K +$34K +3,843 New
JIR
541
James Investment Research
Ohio
$31K +$21.7K +2,200 +234%
PFGIA
542
Patriot Financial Group Insurance Agency
Massachusetts
$31K +$27.4K +2,709 +770%
BCA
543
Berman Capital Advisors
Georgia
$30K +$21.4K +2,140 +248%
GI
544
Gradient Investments
Minnesota
$29K +$1.21K +119 +4%
ETC
545
Exchange Traded Concepts
Oklahoma
$29K +$22K +2,158 +314%
CCMW
546
Cypress Capital Management (Wyoming)
Wyoming
$28K – – –
PFBT
547
Parkside Financial Bank & Trust
Missouri
$28K +$314 +31 +1%
TCM
548
Tradewinds Capital Management
Washington
$27K +$92 +9 +0.3%
GTAM
549
Global Trust Asset Management
Florida
$26K -$34.6K -3,536 -57%
HR
550
Howe & Rusling
New York
$25K – – –
20 21
22
23 24