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

Top Sellers

1
Citigroup
1
Citigroup
New York
$12.6M
2
Invesco
2
Invesco
Georgia
$164M
3
Bank of America
3
Bank of America
North Carolina
$56.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$12M
5
PFC
5
Poplar Forest Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
576
North Star Investment Management
Illinois
$22K – – –
TF
577
TimeScale Financial
Massachusetts
$22K +$282 +23 +1%
LWCFA
578
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K +$3.02K +242 +16%
LAS
579
Lloyd Advisory Services
Georgia
$22K +$11.3K +924 +106%
MWM
580
Mascoma Wealth Management
New Hampshire
$22K +$22K +1,763 New
SCM
581
Silvant Capital Management
Georgia
$21K – – –
EWM
582
Edge Wealth Management
New York
$19K +$19K +1,500 New
SBL
583
Sargent Bickham Lagudis
Colorado
$18K +$808 +67 +5%
Loomis, Sayles & Company
584
Loomis, Sayles & Company
Massachusetts
$17K – – –
MGIM
585
M&G Investment Management
United Kingdom
$16.2K +$2.51K +208,998 +18%
PFBT
586
Parkside Financial Bank & Trust
Missouri
$16K -$1.54K -124 -9%
GTAM
587
Global Trust Asset Management
Florida
$16K -$517 -43 -3%
ST
588
Smithfield Trust
Pennsylvania
$16K – – –
CWA
589
Clearview Wealth Advisors
Oregon
$16K +$217 +17 +1%
HFM
590
Harvest Fund Management
China
$15K – – –
CB
591
Community Bank
New York
$14K – – –
SIC
592
Salem Investment Counselors
North Carolina
$14K – – –
GEA
593
Glen Eagle Advisors
New Jersey
$13.6K – – –
Bank Julius Baer & Co
594
Bank Julius Baer & Co
Switzerland
$12K -$348 -29 -3%
LC
595
Lindbrook Capital
California
$11K +$48 +4 +0.4%
APWA
596
Atlas Private Wealth Advisors
New Jersey
$11K +$89 +7 +0.8%
AW
597
Alaethes Wealth
Nevada
$11K +$222 +18 +2%
TAIM
598
TD Ameritrade Investment Management
Nebraska
$11K +$6.93K +709 +170%
KFS
599
Kelly Financial Services
Massachusetts
$10.9K -$138K -11,117 -93%
AssetMark Inc
600
AssetMark Inc
California
$10K -$2.14K -165 -18%
22 23
24
25 26