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Lumen
LUMN

Overview Fund Activity

787 hedge funds and large institutions have $10.2B invested in Lumen in 2021 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 269 increasing their positions, 240 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+81
Holders Change %
+11.47%
% of All Funds
12.15%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
148
Increased
269
Reduced
240
Closed
54
Calls
$202M
Puts
$132M
Net Calls
+$70M
Net Calls Change
+$54.3M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$66.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$32.4M
3
PPA
Parametric Portfolio Associates
Washington
+$30M
4
American Century Companies
American Century Companies
Missouri
+$29M
5
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
+$28.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$151M
2
Norges Bank
Norges Bank
Norway
-$44.1M
3
Morgan Stanley
Morgan Stanley
New York
-$31.8M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$25.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFP
551
Valtinson Bruner Financial Planning
Minnesota
$138K – – –
DILIC
552
Dai-ichi Life Insurance Company
Japan
$136K – – –
SCI
553
Stableford Capital II
Arizona
$136K +$13.5K +1,100 +11%
SOW
554
State of Wyoming
Wyoming
$136K +$136K +10,825 New
CWS
555
Confluence Wealth Services
Pennsylvania
$136K +$136K +10,894 New
FWM
556
Focused Wealth Management
New York
$134K +$38 +3 +0%
ADMI
557
Albert D. Mason Inc
Massachusetts
$133K +$133K +10,600 New
WP
558
WealthPLAN Partners
Nebraska
$131K -$3.86K -314 -3%
EA
559
Emerald Advisors
Washington
$131K – – –
CCM
560
Chilton Capital Management
Texas
$131K +$131K +10,400 New
FTDI
561
First Trust Direct Indexing
Massachusetts
$130K -$1.11K -88 -0.8%
Verition Fund Management
562
Verition Fund Management
Connecticut
$130K +$130K +10,340 New
FWP
563
FAS Wealth Partners
Kansas
$129K +$129K +10,252 New
IF
564
IRON Financial
Illinois
$129K +$129K +10,281 New
Rockefeller Capital Management
565
Rockefeller Capital Management
New York
$127K -$180K -14,384 -59%
NAM
566
NorthCrest Asset Manangement
Minnesota
$126K +$126K +10,000 New
PA
567
Parallel Advisors
California
$124K +$4.94K +393 +4%
NICM
568
Neo Ivy Capital Management
New York
$121K +$121K +9,631 New
HI
569
Hudock Inc
Pennsylvania
$119K +$119K +9,501 +25,003%
UB
570
UMB Bank
Missouri
$113K +$113K +8,961 New
SIM
571
Sentry Investment Management
Wisconsin
$112K – – –
S
572
SignatureFD
Georgia
$109K -$13.6K -1,089 -11%
CPIG
573
Chicago Partners Investment Group
Illinois
$100K -$5.38K -545 -5%
SFFS
574
Stonehage Fleming Financial Services
Jersey
$100K – – –
CA
575
CoreCap Advisors
Michigan
$95K +$95K +7,604 New
21 22
23
24 25