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Lumen
LUMN

Overview Fund Activity

774 hedge funds and large institutions have $9.01B invested in Lumen in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 306 increasing their positions, 241 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
12.25%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
95
Increased
306
Reduced
241
Closed
97
Calls
$247M
Puts
$192M
Net Calls
+$55.7M
Net Calls Change
-$14.3M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$70.5M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$76.6M
3
Barclays
Barclays
United Kingdom
$42.8M
4
AACR
ACR Alpine Capital Research
Missouri
$157M
5
Norges Bank
Norges Bank
Norway
$76M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
$819M
2
PPA
Parametric Portfolio Associates
Washington
$53M
3
Millennium Management
Millennium Management
New York
$19.9M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$13.1M
5
Morgan Stanley
Morgan Stanley
New York
$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
526
First Heartland Consultants
Missouri
$134K -$3.15K -280 -2%
LNWWM
527
Laird Norton Wetherby Wealth Management
California
$133K -$52.3K -4,648 -28%
BF
528
BOK Financial
Oklahoma
$131K -$12K -1,069 -8%
SIA
529
Schechter Investment Advisors
Michigan
$131K +$131K +11,585 New
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$130K -$102K -9,029 -44%
MWM
531
Meridian Wealth Management
Kentucky
$129K -$9.58K -849 -7%
Assenagon Asset Management
532
Assenagon Asset Management
Luxembourg
$128K -$74.5K -6,622 -37%
CAM
533
Claret Asset Management
Quebec, Canada
$128K – – –
V
534
Veritable
Delaware
$128K +$128K +11,336 New
DAS
535
Dynamic Advisor Solutions
Arizona
$127K +$127K +11,257 New
VBFP
536
Valtinson Bruner Financial Planning
Minnesota
$126K – – –
PA
537
Parallel Advisors
California
$126K +$13.4K +1,174 +12%
AG
538
Ascent Group
Virginia
$123K +$123K +10,924 New
BSW
539
Buckingham Strategic Wealth
Missouri
$123K +$123K +10,947 New
ZIM
540
Zacks Investment Management
Illinois
$122K +$122K +10,858 New
LSAG
541
Lake Street Advisors Group
New Hampshire
$121K -$23K -2,043 -16%
QT
542
Quantamental Technologies
New York
$120K -$207K -18,336 -63%
EA
543
Emerald Advisors
Washington
$117K – – –
CPIG
544
Chicago Partners Investment Group
Illinois
$117K +$1.47K +129 +1%
DIM
545
DC Investments Management
Virginia
$117K +$117K +10,411 New
XF
546
XML Financial
Maryland
$117K +$117K +10,420 New
ADMI
547
Albert D. Mason Inc
Massachusetts
$116K -$3.96K -350 -3%
FWP
548
FAS Wealth Partners
Kansas
$116K +$181 +16 +0.2%
RPCA
549
Running Point Capital Advisors
California
$115K +$115K +10,225 New
WCM
550
WealthBridge Capital Management
Ohio
$115K +$115K +10,226 New
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