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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 %
COCM
601
Charter Oak Capital Management
New Hampshire
$10K – – –
SIM
602
Sonora Investment Management
Arizona
$9K – – –
HIA
603
Harbor Investment Advisory
Maryland
$9K – – –
RCA
604
Ranch Capital Advisors
Florida
$9K +$9K +707 New
SCA
605
Stonebridge Capital Advisors
Minnesota
$8K -$8K -650 -50%
TFIPS
606
Towarzystwo Funduszy Inwestycyjnych PZU SA
$7.43K – – –
VCM
607
Versant Capital Management
Arizona
$7K – – –
EW
608
Evoke Wealth
California
$7K – – –
SWA
609
SOA Wealth Advisors
New York
$7K +$1.13K +94 +19%
BIA
610
Bell Investment Advisors
California
$7K +$7K +578 New
MHR
611
Matthew Hamilton Rosenberg
$7K +$7K +580 New
TIM
612
Tortoise Investment Management
New York
$6K -$5.39K -467 -47%
TFO
613
Tarbox Family Office
California
$6K -$1.81K -142 -23%
MI
614
Markston International
New York
$6K – – –
AP
615
Arlington Partners
Alabama
$6K – – –
EARNEST Partners
616
EARNEST Partners
Georgia
$6K – – –
PMFA
617
Plante Moran Financial Advisors
Michigan
$6K +$170 +13 +3%
GWS
618
Glassman Wealth Services
Virginia
$6K +$2.49K +215 +71%
KA
619
Kozak & Associates
Colorado
$6K +$6K +456 New
LFG
620
Larson Financial Group
Missouri
$6K +$6K +464 New
PA
621
PSI Advisors
Florida
$6K +$6K +487 New
EBA
622
Eagle Bay Advisors
New York
$6K +$6K +496 New
ED
623
Exane Derivatives
France
$5.9K – – –
IRC
624
Investors Research Corp
Georgia
$5K – – –
RA
625
Resolute Advisors
California
$5K – – –
23 24
25
26 27