LUMN icon

Lumen
LUMN

Overview Fund Activity

703 hedge funds and large institutions have $8.8B invested in Lumen in 2020 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 264 increasing their positions, 220 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+34
Holders Change %
+5.08%
% of All Funds
14.22%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.32%
New
98
Increased
264
Reduced
220
Closed
58
Calls
$78.6M
Puts
$198M
Net Calls
-$119M
Net Calls Change
-$2.08M

Top Buyers

1
Citigroup
Citigroup
New York
$275M
2
Invesco
Invesco
Georgia
$152M
3
Bank of America
Bank of America
North Carolina
$142M
4
First Trust Advisors
First Trust Advisors
Illinois
$187M
5
Goldman Sachs
Goldman Sachs
New York
$128M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
PL
Parkwood LLC
Ohio
$4.33M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$14M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.29B
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
626
WhitTier Trust Company
Nevada
$3K – – –
PCWA
627
Pacific Capital Wealth Advisors
California
$3K +$3K +250 New
MPWT
628
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +300 New
BCMIO
629
Beacon Capital Management Inc (Ohio)
Ohio
$3K +$3K +308 New
NIM
630
NuWave Investment Management
New Jersey
$2K -$93.7K -8,296 -98%
RA
631
Rational Advisors
New York
$2K -$14.7K -1,297 -88%
TCM
632
TD Capital Management
Tennessee
$2K – – –
TFO
633
Tarbox Family Office
California
$2K – – –
RIA
634
RPG Investment Advisory
California
$2K – – –
FBT
635
First Bank & Trust
South Dakota
$2K – – –
SIS
636
Sound Income Strategies
Florida
$2K – – –
EIP
637
Ellis Investment Partners
Pennsylvania
$2K – – –
JSC
638
Jackson Square Capital
California
$2K – – –
HWM
639
Holloway Wealth Management
Florida
$2K -$2K – –
BFEC
640
Benjamin F. Edwards & Company
Missouri
$2K +$40 +3 +2%
RWG
641
Regal Wealth Group
California
$2K +$52 +4 +3%
ST
642
Sageworth Trust
Pennsylvania
$2K +$2K +156 New
CWC
643
Carolinas Wealth Consulting
North Carolina
$2K +$2K +176 New
FHA
644
First Horizon Advisors
Tennessee
$2K +$1.14K +182 +133%
NSB
645
Norway Savings Bank
Maine
$2K +$2K +185 New
SWA
646
Sutton Wealth Advisors
Florida
$1.95K +$404 +40 +26%
Millennium Management
647
Millennium Management
New York
$1.53K -$19.7K -1,953,841 -93%
APC
648
Aspire Private Capital
North Carolina
$1K -$7.44K -997 -88%
EI
649
Ellevest Inc
New York
$1K -$4.32K -549 -81%
CCA
650
Column Capital Advisors
Indiana
$1K -$855 -100 -46%
24 25
26
27 28