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Lumen
LUMN

Overview Fund Activity

703 hedge funds and large institutions have $8.8B invested in Lumen in 2020 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 264 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+34
Holders Change %
+5.08%
% of All Funds
14.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.32%
New
98
Increased
264
Reduced
220
Closed
58
Calls
$78.6M
Puts
$198M
Net Calls
-$119M
Net Calls Change
-$2.08M

Top Buyers

1
Citigroup
Citigroup
New York
+$138M
2
Invesco
Invesco
Georgia
+$72.6M
3
Bank of America
Bank of America
North Carolina
+$30M
4
First Trust Advisors
First Trust Advisors
Illinois
+$28M
5
Goldman Sachs
Goldman Sachs
New York
+$22.5M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$40.3M
2
PL
Parkwood LLC
Ohio
-$34.9M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$31M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$29.4M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
551
Cornerstone Advisors (Washington)
Washington
$25K +$1.46K +144 +6%
FHC
552
First Horizon Corporation
Tennessee
$24K +$24K +2,385 New
MCM
553
Manchester Capital Management
Vermont
$21K – – –
RWA
554
Ropes Wealth Advisors
Massachusetts
$21K +$19.8K +1,960 +1,620%
OC
555
Oakworth Capital
Alabama
$20K – – –
RCA
556
Ranch Capital Advisors
Florida
$20K – – –
TFS
557
TrustCore Financial Services
Tennessee
$20K +$4.98K +500 +33%
SA
558
SRH Advisors
Kansas
$19K – – –
IAS
559
IMA Advisory Services
Colorado
$18K – – –
VCM
560
Versant Capital Management
Arizona
$18K +$1.23K +126 +7%
QCG
561
Quadrant Capital Group
Ohio
$18K +$3.85K +373 +27%
PK
562
Pflug Koory
Nebraska
$17K – – –
SCM
563
Silvant Capital Management
Georgia
$17K – – –
TF
564
TimeScale Financial
Massachusetts
$17K +$376 +37 +2%
ED
565
Exane Derivatives
France
$16.5K – – –
CFA
566
Carroll Financial Associates
North Carolina
$16K +$199 +20 +1%
ECM
567
Estabrook Capital Management
New York
$15.1K – – –
FMII
568
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
GEA
569
Glen Eagle Advisors
New Jersey
$14.6K +$5.05K +500 +53%
FDCDDQ
570
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.4K – – –
FP
571
Financial Perspectives
Minnesota
$13.3K +$50 +5 +0.4%
S
572
SignatureFD
Georgia
$13K -$3.05K -304 -19%
NSIM
573
North Star Investment Management
Illinois
$13K – – –
WT
574
Whittier Trust
California
$13K +$10.8K +1,095 +489%
FCH
575
Freestone Capital Holdings
Washington
$12.7K +$12.7K +1,262 New
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