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Lumen
LUMN

Overview Fund Activity

706 hedge funds and large institutions have $10.1B invested in Lumen in 2021 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 256 increasing their positions, 237 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-9
Holders Change %
-1.26%
% of All Funds
12.4%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
76
Increased
256
Reduced
237
Closed
75
Calls
$183M
Puts
$167M
Net Calls
+$15.7M
Net Calls Change
+$14.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$224M
2
SAM
2
Southeastern Asset Management
Tennessee
$814M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$267M
4
Charles Schwab
4
Charles Schwab
California
$110M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$27M

Top Sellers

1
Citigroup
1
Citigroup
New York
$12.6M
2
Invesco
2
Invesco
Georgia
$164M
3
Bank of America
3
Bank of America
North Carolina
$56.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$12M
5
PFC
5
Poplar Forest Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
526
Hanson & Doremus Investment Management
Vermont
$74K -$80.4K -6,465 -52%
ZB
527
Zions Bancorporation
Utah
$74K +$63.1K +5,096 +579%
CWA
528
Carolina Wealth Advisors
South Carolina
$70K -$595 -48 -0.8%
NFSG
529
Newbridge Financial Services Group
Florida
$70K +$399 +32 +0.6%
CWP
530
Concord Wealth Partners
Virginia
$69K +$5.7K +457 +9%
PCG
531
Private Capital Group
Connecticut
$65K -$12.9K -1,038 -17%
PWMG
532
Prestige Wealth Management Group
New Jersey
$65K +$1.72K +140 +3%
IA
533
IFP Advisors
Florida
$65K +$6.53K +493 +11%
Walleye Trading
534
Walleye Trading
New York
$64K -$969K -77,872 -94%
GWSG
535
GPS Wealth Strategies Group
Colorado
$64K -$104K -8,354 -62%
CFB
536
Cullen/Frost Bankers
Texas
$63K – – –
PFGIA
537
Patriot Financial Group Insurance Agency
Massachusetts
$62K -$18.3K -1,489 -23%
LWM
538
Liberty Wealth Management
California
$61K +$1.94K +156 +3%
CCA
539
Column Capital Advisors
Indiana
$55K +$1.05K +85 +2%
CTC
540
Central Trust Company
Missouri
$54K – – –
FRA
541
Front Row Advisors
California
$53K – – –
AF
542
Allworth Financial
California
$50K -$2.27K -183 -4%
PCH
543
PGIM Custom Harvest
New Jersey
$50K – – –
PI
544
PineBridge Investments
New York
$45K -$1.55M -124,186 -97%
TFGT
545
TS Financial Group (TSFG)
Illinois
$45K +$869 +70 +2%
IAIM
546
International Assets Investment Management
Florida
$44K -$4.18K -1,029 -9%
GRP
547
Global Retirement Partners
California
$44K +$925 +74 +2%
BFC
548
Bedel Financial Consulting
Indiana
$42K – – –
SWM
549
Sugarloaf Wealth Management
Georgia
$42K +$412 +33 +1%
JFGIW
550
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K – – –
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