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Lumen
LUMN

Overview Fund Activity

703 hedge funds and large institutions have $11B invested in Lumen in 2021 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 229 increasing their positions, 239 reducing their positions, and 115 closing their positions.

Holders
703
Holders Change
+4
Holders Change %
+0.57%
% of All Funds
12.38%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
124
Increased
229
Reduced
239
Closed
115
Calls
$160M
Puts
$148M
Net Calls
+$12.1M
Net Calls Change
+$45.6M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$138M
2
BlackRock
2
BlackRock
New York
$1.28B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$51.8M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$28.6M
5
California State Teachers Retirement System (CalSTRS)
5
California State Teachers Retirement System (CalSTRS)
California
$26.1M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$11.5M
2
UBS AM
2
UBS AM
Illinois
$0
3
Barclays
3
Barclays
United Kingdom
$14K
4
SAM
4
Southeastern Asset Management
Tennessee
$829M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
S
526
SignatureFD
Georgia
$87K 6,504 +2,984 +85%
BCA
527
Berman Capital Advisors
Georgia
$79K 6,027 +2,056 +52%
NFSG
528
Newbridge Financial Services Group
Florida
$78K 5,842 – –
PWMG
529
Prestige Wealth Management Group
New Jersey
$75K 5,623 -347 -6%
CI
530
CX Institutional
Indiana
$68K 5,076 +1,793 +55%
QCG
531
Quadrant Capital Group
Ohio
$68K 5,076 +4,082 +411%
CFB
532
Cullen/Frost Bankers
Texas
$68K 5,100 +4,392 +620%
NIC
533
Northwest Investment Counselors
Oregon
$67K 5,000 +5,000 New
PFGIA
534
Patriot Financial Group Insurance Agency
Massachusetts
$65K 4,835 +832 +21%
CWA
535
Carolina Wealth Advisors
South Carolina
$64K 4,827 +4,827 New
VCM
536
Versant Capital Management
Arizona
$58K 4,315 -117 -3%
TFGT
537
TS Financial Group (TSFG)
Illinois
$57K 4,297 -690 -14%
FRA
538
Front Row Advisors
California
$57K 4,241 – –
CIA
539
CSat Investment Advisory
Michigan
$56K 4,231 -1,476 -26%
Carson Wealth (CWM LLC)
540
Carson Wealth (CWM LLC)
Nebraska
$55K 4,031 – –
AF
541
Allworth Financial
California
$55K 4,154 +111 +3%
CWP
542
Concord Wealth Partners
Virginia
$54K 4,042 +42 +1%
LWM
543
Liberty Wealth Management
California
$54K 4,645 +4,645 New
National Pension Service
544
National Pension Service
South Korea
$51K 3,800 +3,800 New
BFC
545
Bedel Financial Consulting
Indiana
$48K 3,597 +3,597 New
GRP
546
Global Retirement Partners
California
$46K 3,418 +17 +0.5%
PCH
547
PGIM Custom Harvest
New Jersey
$44K 3,343 – –
JFGIW
548
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K 3,333 +3,333 New
CHC
549
City Holding Co
West Virginia
$41K 3,089 -100 -3%
HR
550
Howe & Rusling
New York
$40K 3,024 +1,050 +53%
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