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Lumen
LUMN

Overview Fund Activity

489 hedge funds and large institutions have $1.26B invested in Lumen in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 106 increasing their positions, 180 reducing their positions, and 86 closing their positions.

Holders
489
Holders Change
-10
Holders Change %
-2%
% of All Funds
7.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
82
Increased
106
Reduced
180
Closed
86
Calls
$18.3M
Puts
$96.9M
Net Calls
-$78.6M
Net Calls Change
-$22.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.2M
2
BlackRock
2
BlackRock
New York
$279M
3
Charles Schwab
3
Charles Schwab
California
$48.1M
4
PCM
4
Palestra Capital Management
New York
$20.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.12M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.64M
2
QP
2
Quilter Plc
United Kingdom
$0
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$102K
4
Invesco
4
Invesco
Georgia
$37M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
526
Orion Portfolio Solutions
Nebraska
– – -13,048 Closed
SPC
527
Sigma Planning Corp
Michigan
– – -12,943 Closed
MFG
528
Merit Financial Group
Georgia
– – -11,900 Closed
OSAM
529
O'Shaughnessy Asset Management
Connecticut
– – -10,949 Closed
VA
530
Vident Advisory
Georgia
– – -10,564 Closed
EA
531
Emerald Advisors
Washington
– – -10,415 Closed
XF
532
XML Financial
Maryland
– – -10,315 Closed
TM
533
Triatomic Management
California
– – -10,085 Closed
CAM
534
Cresset Asset Management
Illinois
– – -10,011 Closed
QP
535
Quilter Plc
United Kingdom
– – -5,500 Closed
CG
536
Cutler Group
California
– – -3,193 Closed
SC
537
Stephens Consulting
Michigan
– – -2,705 Closed
BCM
538
Blume Capital Management
California
– – -2,500 Closed
CSPIA
539
Cary Street Partners Investment Advisory
Virginia
– – -2,171 Closed
IAS
540
IMA Advisory Services
Colorado
– – -1,791 Closed
WWP
541
WR Wealth Planners
Missouri
– – -1,639 Closed
CB
542
Community Bank
New York
– – -1,614 Closed
CFB
543
Cullen/Frost Bankers
Texas
– – -1,586 Closed
MHR
544
Matthew Hamilton Rosenberg
– – -1,580 Closed
PWA
545
Provenance Wealth Advisors
Florida
– – -1,200 Closed
IG
546
ING Group
Netherlands
– – -836 Closed
CA
547
Centerpoint Advisors
Massachusetts
$0 125 -650 -84%
EARNEST Partners
548
EARNEST Partners
Georgia
– – -505 Closed
SCA
549
Stonebridge Capital Advisors
Minnesota
– – -502 Closed
HWP
550
Highline Wealth Partners
California
– – -493 Closed
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