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Lumen
LUMN

Overview Fund Activity

689 hedge funds and large institutions have $10.3B invested in Lumen in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 255 increasing their positions, 237 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
-16
Holders Change %
-2.27%
% of All Funds
15.13%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
73
Increased
255
Reduced
237
Closed
85
Calls
$176M
Puts
$356M
Net Calls
-$180M
Net Calls Change
-$119M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$160M
2
BlackRock
BlackRock
New York
+$59M
3
Citigroup
Citigroup
New York
+$30.6M
4
Goldman Sachs
Goldman Sachs
New York
+$27.2M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$24.9M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$127M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$45.3M
3
Bank of America
Bank of America
North Carolina
-$41.4M
4
Deutsche Bank
Deutsche Bank
Germany
-$21M
5
Barclays
Barclays
United Kingdom
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
626
RPG Investment Advisory
California
$3K +$3K +214 New
NCM
627
Nelson Capital Management
California
$3K +$3K +223 New
CFG
628
Citizens Financial Group
Rhode Island
$3K +$3K +265 New
DP
629
Denver PWM
Colorado
$2.67K +$2.67K +217 New
OSNBOA
630
Old Second National Bank of Aurora
Illinois
$2K – – –
TIM
631
Tortoise Investment Management
New York
$2K – – –
SBL
632
Sargent Bickham Lagudis
Colorado
$2K – – –
SIS
633
Sound Income Strategies
Florida
$2K – – –
BCI
634
Brinker Capital Investments
Pennsylvania
$2K – – –
RWG
635
Regal Wealth Group
California
$2K +$29 +2 +1%
MPWT
636
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +200 New
GWAG
637
Garrett Wealth Advisory Group
Texas
$1.93K +$1.93K +155 New
EIM
638
Essex Investment Management
Massachusetts
$1K -$1.01K -77 -50%
MCM
639
MV Capital Management
Maryland
$1K -$20 -1 -2%
TI
640
Truehand Inc
New Hampshire
$1K – – –
MI
641
Markston International
New York
$1K – – –
ARMC
642
American Research & Management Company
Massachusetts
$1K – – –
FMP
643
Financial Management Professionals
Texas
$1K – – –
PCM
644
Princeton Capital Management
New Jersey
$1K – – –
FFC
645
First Financial Corp
Indiana
$1K – – –
Canada Pension Plan Investment Board
646
Canada Pension Plan Investment Board
Ontario, Canada
$1K – – –
THWM
647
Taylor Hoffman Wealth Management
Virginia
$1K – – –
FNBOSM
648
First National Bank of South Miami
Florida
$1K – – –
VRM
649
Vectors Research Management
New York
$1K – – –
APC
650
Aspire Private Capital
North Carolina
$1K – – –
24 25
26
27 28