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Lumen
LUMN

Overview Fund Activity

774 hedge funds and large institutions have $5.98B invested in Lumen in 2022 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 345 increasing their positions, 213 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-27
Holders Change %
-3.37%
% of All Funds
13.38%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
75
Increased
345
Reduced
213
Closed
91
Calls
$158M
Puts
$206M
Net Calls
-$48.5M
Net Calls Change
+$28.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$34.6M
2
Goldman Sachs
Goldman Sachs
New York
+$18.8M
3
First Trust Advisors
First Trust Advisors
Illinois
+$16.1M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$15.7M
5
Barclays
Barclays
United Kingdom
+$13.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$32.9M
2
American Century Companies
American Century Companies
Missouri
-$28.8M
3
SAM
Southeastern Asset Management
Tennessee
-$24.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$15.5M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
601
Sentry Investment Management
Wisconsin
$31K -$15.1K -2,092 -33%
FRA
602
Front Row Advisors
California
$31K – – –
TFGT
603
TS Financial Group (TSFG)
Illinois
$31K +$1.43K +194 +5%
GWSG
604
GPS Wealth Strategies Group
Colorado
$30K +$246 +34 +0.8%
PFBT
605
Parkside Financial Bank & Trust
Missouri
$30K +$9.59K +1,347 +47%
BCMLT
606
Beacon Capital Management LLC (Tennessee)
Tennessee
$29K -$20.2K -1,845 -41%
SWM
607
Spire Wealth Management
Virginia
$28K -$613K -82,904 -96%
JFGIW
608
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K – – –
VFIC
609
Valley Forge Investment Consultants
Pennsylvania
$25K +$10.7K +1,500 +75%
NF
610
Norwood Financial
Pennsylvania
$22K – – –
PMFA
611
Plante Moran Financial Advisors
Michigan
$22K +$21.9K +2,963 +22,792%
PP
612
PFS Partners
New Jersey
$21.1K +$233 +32 +1%
BFEC
613
Benjamin F. Edwards & Company
Missouri
$21K +$37 +5 +0.2%
CCMW
614
Cypress Capital Management (Wyoming)
Wyoming
$20K – – –
GI
615
Gradient Investments
Minnesota
$20K +$125 +17 +0.6%
AIM
616
Axiom Investment Management
New York
$20K +$20K +2,700 New
GWM
617
Geneos Wealth Management
Colorado
$19K -$82.6K -11,897 -81%
S
618
SignatureFD
Georgia
$19K -$16K -2,248 -46%
WAM
619
WFA Asset Management
Wisconsin
$17.8K +$430 +59 +2%
TC
620
Truvestments Capital
Florida
$17K +$317 +43 +2%
SWM
621
Selective Wealth Management
Virginia
$17K +$2.98K +400 +21%
GWS
622
Glassman Wealth Services
Virginia
$17K +$12.9K +1,814 +312%
A
623
AustralianSuper
Australia
$16.4K -$3.91K -536,544 -19%
WWP
624
WR Wealth Planners
Missouri
$16.4K +$400 +55 +3%
LC
625
Lindbrook Capital
California
$16K -$2.21K -311 -12%
23 24
25
26 27