Lumen

LUMN

Market cap $4.87B

599 hedge funds and large institutions have $14.1B invested in Lumen in 2014 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 205 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New

Increased

Maintained

Reduced

Closed

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

599

Holders Change

-13

Holders Change %

-2.12%

% of All Funds

17.31%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.14%

New

Increased

205

Reduced

269

Closed

Calls

$266M

Puts

$96.7M

Net Calls

+$170M

Net Calls Change

+$32.2M

Top Buyers

1	1 Franklin Resources San Mateo, California	$284M
2	2 Barclays London, United Kingdom	$82.9M
3	3 Capital International Investors Los Angeles, California	$201M
4	4 Allianz Asset Management Munich, Germany	$129M
5	BFA 5 BlackRock Fund Advisors San Francisco, California	$430M

Top Sellers

1	1 Lazard Asset Management New York	$33.1M
2	2 Capital World Investors Los Angeles, California	$166M
3	PAMU 3 Pictet Asset Management (UK) London, United Kingdom	$12M
4	4 Prudential Financial Newark, New Jersey	$36.3M
5	T 5 TOBAM Paris, France	$0

#	Name	Holding	Trade Value	Shares Change	Shares Change %
551	TFO 551 Tarbox Family Office Newport Beach, California	$10K	-$20.6K	-637	-67%
552	TWM 552 Torch Wealth Management Cincinnati, Ohio	$10K	–	–	–
553	CIA 553 Choate Investment Advisors Boston, Massachusetts	$9.26K	+$9.26K	+282	New
554	EFSCE 554 Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$9K	-$7.31K	-221	-45%
555	CG 555 Colony Group Boston, Massachusetts	$9K	+$251	+8	+3%
556	WA 556 Waverly Advisors Birmingham, Alabama	$8K	-$32.6K	-974	-80%
557	ACS 557 Archford Capital Strategies Swansea, Illinois	$7.16K	+$7.16K	+218	New
558	ST 558 Smithfield Trust Pittsburgh, Pennsylvania	$7K	–	–	–
559	MWP 559 MYCIO Wealth Partners Philadelphia, Pennsylvania	$7K	+$4.05K	+125	+137%
560	BCM 560 Blume Capital Management Berkeley, California	$7K	+$7K	+200	New
561	KTC 561 Kistler-Tiffany Companies Berwyn, Pennsylvania	$6K	–	–	–
562	DOA 562 D'Orazio & Associates Falls Church, Virginia	$6K	–	–	–
563	PSI 563 Pinnacle Summer Investments Fairfax, Virginia	$6K	–	–	–
564	AC 564 Alexandria Capital Arlington, Virginia	$6K	+$276	+9	+5%
565	MPWT 565 MassMutual Private Wealth & Trust Windsor, Connecticut	$5.03K	+$1.74K	+53	+53%
566	OSNBOA 566 Old Second National Bank of Aurora Aurora, Illinois	$5K	–	–	–
567	FWM 567 Focused Wealth Management Newburgh, New York	$5K	–	–	–
568	M 568 MOTCO San Antonio, Texas	$5K	+$5K	+142	New
569	DA 569 Dunvegan Associates Santa Barbara, California	$5K	+$5K	+147	New
570	570 1832 Asset Management Toronto, Ontario, Canada	$5K	+$5K	+150	New
571	SAM 571 Shamrock Asset Management Dallas, Texas	$5K	+$5K	+153	New
572	TT 572 Tiedemann Trust Wilmington, Delaware	$4.72K	+$2.3K	+69,893	+95%
573	PMFA 573 Plante Moran Financial Advisors Southfield, Michigan	$4K	-$24.2K	-757	-86%
574	LFG 574 LifePlan Financial Group Dayton, Ohio	$4K	–	–	–
575	FA 575 Financial Advantage Columbia, Maryland	$4K	–	–	–

Lumen LUMN Market cap $4.87B

Top Buyers

Top Sellers

Lumen

LUMN

Market cap $4.87B