LUMN icon

Lumen
LUMN

Overview Fund Activity

774 hedge funds and large institutions have $9.01B invested in Lumen in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 306 increasing their positions, 241 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
12.25%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
95
Increased
306
Reduced
241
Closed
97
Calls
$247M
Puts
$192M
Net Calls
+$55.7M
Net Calls Change
-$14.3M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$70.5M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$76.6M
3
Barclays
3
Barclays
United Kingdom
$42.8M
4
AACR
4
ACR Alpine Capital Research
Missouri
$157M
5
Norges Bank
5
Norges Bank
Norway
$76M

Top Sellers

1
Temasek Holdings
1
Temasek Holdings
Singapore
$819M
2
PPA
2
Parametric Portfolio Associates
Washington
$53M
3
Millennium Management
3
Millennium Management
New York
$19.9M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$13.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
601
Benjamin F. Edwards & Company
Missouri
$32K -$11.3K -996 -26%
HR
602
Howe & Rusling
New York
$32K – – –
CCMW
603
Cypress Capital Management (Wyoming)
Wyoming
$32K – – –
CFD
604
Creative Financial Designs
Indiana
$30K -$3.36K -300 -10%
GI
605
Gradient Investments
Minnesota
$30K – – –
CC
606
Commons Capital
Massachusetts
$29K -$11.2K -1,000 -28%
A
607
AustralianSuper
Australia
$28.6K +$2.85K +252,645 +11%
AIP
608
Ahrens Investment Partners
Louisiana
$28K +$1.2K +107 +4%
AF
609
Advisornet Financial
Minnesota
$27K -$9.52K -856 -26%
WSCM
610
Wellington Shields Capital Management
New York
$27K +$27K +2,382 New
T
611
TCWP
Ohio
$27K +$27K +2,430 New
WAM
612
WFA Asset Management
Wisconsin
$26.9K +$5.64K +500 +27%
FP
613
Financial Perspectives
Minnesota
$26K +$34 +3 +0.1%
AWM
614
AllSquare Wealth Management
New York
$26K – – –
LAS
615
Lloyd Advisory Services
Georgia
$26K +$3.74K +333 +17%
CHC
616
City Holding Co
West Virginia
$25K – – –
FA
617
Financial Avengers
California
$25K +$172 +15 +0.7%
WWP
618
WR Wealth Planners
Missouri
$24.2K +$24.2K +2,145 New
MCM
619
Manchester Capital Management
Vermont
$24K – – –
CG
620
Cutler Group
California
$23K -$1.34M -118,793 -98%
LWCFA
621
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K -$3.5K -309 -13%
OC
622
Oakworth Capital
Alabama
$23K – – –
TFS
623
TrustCore Financial Services
Tennessee
$23K – – –
MMG
624
Monetary Management Group
Missouri
$23K – – –
VFIC
625
Valley Forge Investment Consultants
Pennsylvania
$23K +$23K +2,000 New
23 24
25
26 27