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Lumen
LUMN

Overview Fund Activity

703 hedge funds and large institutions have $11B invested in Lumen in 2021 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 229 increasing their positions, 239 reducing their positions, and 115 closing their positions.

Holders
703
Holders Change
+4
Holders Change %
+0.57%
% of All Funds
12.38%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
124
Increased
229
Reduced
239
Closed
115
Calls
$160M
Puts
$148M
Net Calls
+$12.1M
Net Calls Change
+$45.6M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$138M
2
BlackRock
2
BlackRock
New York
$1.28B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$51.8M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$28.6M
5
California State Teachers Retirement System (CalSTRS)
5
California State Teachers Retirement System (CalSTRS)
California
$26.1M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$11.5M
2
UBS AM
2
UBS AM
Illinois
$0
3
Barclays
3
Barclays
United Kingdom
$14K
4
SAM
4
Southeastern Asset Management
Tennessee
$829M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWP
576
IAG Wealth Partners
Wisconsin
$17K 1,252 – –
RG
577
Retirement Group
California
$16K 1,229 – –
CWA
578
Clearview Wealth Advisors
Oregon
$16K 1,223 +17 +1%
PFBT
579
Parkside Financial Bank & Trust
Missouri
$16K 1,202 +316 +36%
CB
580
Community Bank
New York
$15K 1,150 – –
SIC
581
Salem Investment Counselors
North Carolina
$15K 1,101 – –
APC
582
Aspire Private Capital
North Carolina
$15K 1,121 +986 +730%
GEA
583
Glen Eagle Advisors
New Jersey
$14.7K 1,100 +1,100 New
Barclays
584
Barclays
United Kingdom
$14K 1,027 -2,930,974 -100%
WP
585
WealthShield Partners
North Carolina
$14K 1,020 +1,020 New
Bank Julius Baer & Co
586
Bank Julius Baer & Co
Switzerland
$13K 1,002 -24 -2%
TIM
587
Tortoise Investment Management
New York
$13K 987 +987 New
LC
588
Lindbrook Capital
California
$12K 921 +177 +24%
EW
589
Evoke Wealth
California
$12K 887 +302 +52%
MF
590
Manchester Financial
California
$12K 925 +925 New
KFS
591
Kelly Financial Services
Massachusetts
$11.8K 883 – –
MGIM
592
M&G Investment Management
United Kingdom
$11.3K 872,735 -182,195 -17%
APWA
593
Atlas Private Wealth Advisors
New Jersey
$11K 856 -77 -8%
COCM
594
Charter Oak Capital Management
New Hampshire
$11K 822 – –
EI
595
Ellevest Inc
New York
$11K 807 +806 +80,600%
ADIM
596
Alpha DNA Investment Management
Maryland
$11K 895 +895 New
ETC
597
Exchange Traded Concepts
Oklahoma
$10K 745 -2 -0.3%
SIM
598
Sonora Investment Management
Arizona
$10K 748 – –
HIA
599
Harbor Investment Advisory
Maryland
$10K 750 – –
RCA
600
Ranch Capital Advisors
Florida
$10K 800 +800 New
22 23
24
25 26