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Lumen
LUMN

Overview Fund Activity

550 hedge funds and large institutions have $1.61B invested in Lumen in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 142 increasing their positions, 226 reducing their positions, and 138 closing their positions.

Holders
550
Holders Change
-81
Holders Change %
-12.84%
% of All Funds
8.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
61
Increased
142
Reduced
226
Closed
138
Calls
$17.2M
Puts
$61.8M
Net Calls
-$44.7M
Net Calls Change
-$19.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$322M
2
Citadel Advisors
2
Citadel Advisors
Florida
$26.6M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$39.3M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$36.1M
5
State Street
5
State Street
Massachusetts
$115M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.28M
3
JAM
3
Jupiter Asset Management
United Kingdom
$1.42M
4
Morgan Stanley
4
Morgan Stanley
New York
$30.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
526
Clearstead Advisors
Ohio
$64 -$839 -367 -93%
IA
527
IFS Advisors
Kansas
$58 – – –
PGAM
528
Princeton Global Asset Management
New Jersey
$47 +$47 +21 New
CSWM
529
Cassady Schiller Wealth Management
Ohio
$45 – – –
VWM
530
Valley Wealth Managers
New Jersey
$43 – – –
TCM
531
Tradewinds Capital Management
Washington
$41 – – –
CWC
532
Carolinas Wealth Consulting
North Carolina
$40 -$520 -234 -93%
AIC
533
Archer Investment Corporation
Indiana
$29 – – –
RWPA
534
Richard W. Paul & Associates
Michigan
$29 – – –
MFT
535
Moisand Fitzgerald Tamayo
Florida
$28 – – –
CPG
536
Cornerstone Planning Group
New Jersey
$23 +$23 +10 New
HI
537
Hoey Investments
Pennsylvania
$21 – – –
TAM
538
Tucker Asset Management
Colorado
$18 -$936 -416 -98%
Credit Agricole
539
Credit Agricole
France
$14 – – –
NL
540
NVWM LLC
Pennsylvania
$11 – – –
CS
541
Clear Street
New York
$11 +$11 +5 New
HCM
542
Hollencrest Capital Management
California
$9 -$2.45K -1,089 -100%
FGAM
543
Financial Gravity Asset Management
Texas
$7 +$7 +2 New
IWP
544
IAG Wealth Partners
Wisconsin
$5 – – –
CTA
545
Colonial Trust Advisors
South Carolina
$2 -$102 -51 -98%
AWM
546
AllSquare Wealth Management
New York
$2 – – –
SAM
547
Southeastern Asset Management
Tennessee
– -$85M -32,090,038 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
548
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$6.24M -2,355,750 Closed
PL
549
Parkwood LLC
Ohio
– -$5.83M -2,198,347 Closed
Walleye Capital
550
Walleye Capital
New York
– -$5.11M -1,929,427 Closed
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