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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 %
WT
626
Washington Trust
Rhode Island
$5K +$5K +400 New
CA
627
Clearstead Advisors
Ohio
$5K +$5K +437 New
SWA
628
Sutton Wealth Advisors
Florida
$4.65K -$1.44K -116 -24%
IHWM
629
Iron Horse Wealth Management
Iowa
$4K -$667 -50 -14%
TH
630
TCTC Holdings
Texas
$4K – – –
CYG
631
Clean Yield Group
Vermont
$4K – – –
WTC
632
WhitTier Trust Company
Nevada
$4K – – –
WQ
633
Wealth Quarterback
New Jersey
$4K +$509 +35 +15%
AW
634
Avion Wealth
Texas
$4K +$1.26K +100 +46%
CP
635
Corbenic Partners
Pennsylvania
$4K +$4K +300 New
GPA
636
Guidance Point Advisors
Massachusetts
$4K +$4K +364 New
CFA
637
Carroll Financial Associates
North Carolina
$3K -$14K -1,255 -82%
RG
638
Retirement Group
California
$3K -$459K -1,224 -99%
Toronto Dominion Bank
639
Toronto Dominion Bank
Ontario, Canada
$3K – – –
TCM
640
TD Capital Management
Tennessee
$3K – – –
EIP
641
Ellis Investment Partners
Pennsylvania
$3K – – –
LPWM
642
Lake Point Wealth Management
Texas
$3K – – –
HWMA
643
Heritage Wealth Management (Arizona)
Arizona
$3K – – –
MAM
644
McCarthy Asset Management
California
$3K – – –
CBT
645
CoreFirst Bank & Trust
Kansas
$3K – – –
GLLW
646
Graves Light Lenhart Wealth
Virginia
$3K – – –
PCFFS
647
Pacific Center for Financial Services
California
$3K +$92 +8 +3%
CWC
648
Carolinas Wealth Consulting
North Carolina
$3K +$241 +18 +9%
MCM
649
MV Capital Management
Maryland
$3K +$512 +42 +21%
ACM
650
Antonetti Capital Management
Florida
$3K +$3K +232 New
24 25
26
27 28