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Lumen
LUMN

Overview Fund Activity

706 hedge funds and large institutions have $10.1B invested in Lumen in 2021 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 256 increasing their positions, 237 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-9
Holders Change %
-1.26%
% of All Funds
12.4%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
76
Increased
256
Reduced
237
Closed
75
Calls
$183M
Puts
$167M
Net Calls
+$15.7M
Net Calls Change
+$14.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$224M
2
SAM
Southeastern Asset Management
Tennessee
$814M
3
First Trust Advisors
First Trust Advisors
Illinois
$267M
4
Charles Schwab
Charles Schwab
California
$110M
5
Allianz Asset Management
Allianz Asset Management
Germany
$27M

Top Sellers

1
Citigroup
Citigroup
New York
$12.6M
2
Invesco
Invesco
Georgia
$164M
3
Bank of America
Bank of America
North Carolina
$56.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$12M
5
PFC
Poplar Forest Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$39K +$39K +3,153 New
QCG
552
Quadrant Capital Group
Ohio
$38K -$257 -21 -0.7%
BFEC
553
Benjamin F. Edwards & Company
Missouri
$38K +$6.49K +527 +21%
FMT
554
First Mercantile Trust
Tennessee
$37K +$37K +2,996 New
HR
555
Howe & Rusling
New York
$36K -$1.88K -150 -5%
CFD
556
Creative Financial Designs
Indiana
$36K +$3.76K +300 +12%
CCMW
557
Cypress Capital Management (Wyoming)
Wyoming
$35K – – –
CHC
558
City Holding Co
West Virginia
$33K -$3.41K -275 -9%
GI
559
Gradient Investments
Minnesota
$33K – – –
TCM
560
Tradewinds Capital Management
Washington
$33K +$123 +10 +0.4%
HCP
561
Hexagon Capital Partners
Arkansas
$31K – – –
FHA
562
First Horizon Advisors
Tennessee
$31K +$29.3K +2,377 +1,735%
EWA
563
Evolution Wealth Advisors
Florida
$31K +$31K +2,500 New
DOA
564
D'Orazio & Associates
Virginia
$30K +$30K +2,392 New
FP
565
Financial Perspectives
Minnesota
$29.8K +$25 +2 +0.1%
AWM
566
AllSquare Wealth Management
New York
$29K – – –
FA
567
Financial Avengers
California
$27K +$163 +13 +0.6%
TC
568
Truvestments Capital
Florida
$27K +$27K +2,178 New
MCM
569
Manchester Capital Management
Vermont
$26K – – –
BU
570
BBVA USA
Alabama
$25K -$5.35K -439 -18%
OC
571
Oakworth Capital
Alabama
$25K – – –
TFS
572
TrustCore Financial Services
Tennessee
$25K – – –
SA
573
SRH Advisors
Kansas
$24K – – –
AIM
574
Achmea Investment Management
Netherlands
$24K +$24K +2,005 New
IAS
575
IMA Advisory Services
Colorado
$22K – – –
21 22
23
24 25