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Lumen
LUMN

Overview Fund Activity

801 hedge funds and large institutions have $8.89B invested in Lumen in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 319 increasing their positions, 227 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+27
Holders Change %
+3.49%
% of All Funds
13.54%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.24%
New
101
Increased
319
Reduced
227
Closed
60
Calls
$186M
Puts
$263M
Net Calls
-$77.1M
Net Calls Change
-$133M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$189M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$117M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$47.1M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$107M
5
Millennium Management
5
Millennium Management
New York
$53.3M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$148M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$34.3M
4
Retirement Systems of Alabama
4
Retirement Systems of Alabama
Alabama
$3.36M
5
BlackRock
5
BlackRock
New York
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
626
Lindbrook Capital
California
$28K -$25.6K -2,348 -48%
WAM
627
WFA Asset Management
Wisconsin
$26K – – –
PFS
628
Prospera Financial Services
Texas
$26K -$61.4K -5,627 -70%
PFGIA
629
Patriot Financial Group Insurance Agency
Massachusetts
$26K -$6.8K -618 -21%
WSCM
630
Wellington Shields Capital Management
New York
$26K – – –
TC
631
Truvestments Capital
Florida
$25K +$25K +2,263 New
QCG
632
Quadrant Capital Group
Ohio
$24K +$2.63K +240 +12%
WWP
633
WR Wealth Planners
Missouri
$23.9K +$513 +47 +2%
MCM
634
Manchester Capital Management
Vermont
$23K – – –
LWCFA
635
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K – – –
VFIC
636
Valley Forge Investment Consultants
Pennsylvania
$22K – – –
OC
637
Oakworth Capital
Alabama
$22K – – –
TFS
638
TrustCore Financial Services
Tennessee
$22K – – –
MMG
639
Monetary Management Group
Missouri
$22K – – –
FMII
640
Farmers & Merchants Investments Inc
Nebraska
$21K -$12.5K -1,115 -37%
CHC
641
City Holding Co
West Virginia
$21K -$3.47K -325 -14%
SA
642
SRH Advisors
Kansas
$21K – – –
SWM
643
Selective Wealth Management
Virginia
$21K +$1.99K +179 +10%
HCP
644
Hexagon Capital Partners
Arkansas
$21K +$2.62K +242 +14%
BFPW
645
BOK Financial Private Wealth
Colorado
$21K +$21K +1,943 New
IAS
646
IMA Advisory Services
Colorado
$20K – – –
SWM
647
Sugarloaf Wealth Management
Georgia
$19K -$19.3K -1,732 -50%
HIA
648
Harbor Investment Advisory
Maryland
$19K +$10.9K +1,000 +133%
TF
649
TimeScale Financial
Massachusetts
$18K -$2.15K -197 -11%
SCM
650
Silvant Capital Management
Georgia
$18K – – –
24 25
26
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