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Lumen
LUMN

Overview Fund Activity

550 hedge funds and large institutions have $1.61B invested in Lumen in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 142 increasing their positions, 226 reducing their positions, and 138 closing their positions.

Holders
550
Holders Change
-81
Holders Change %
-12.84%
% of All Funds
8.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
61
Increased
142
Reduced
226
Closed
138
Calls
$17.2M
Puts
$61.8M
Net Calls
-$44.7M
Net Calls Change
-$19.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$322M
2
Citadel Advisors
2
Citadel Advisors
Florida
$26.6M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$39.3M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$36.1M
5
State Street
5
State Street
Massachusetts
$115M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.28M
3
JAM
3
Jupiter Asset Management
United Kingdom
$1.42M
4
Morgan Stanley
4
Morgan Stanley
New York
$30.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
626
Port Capital
Illinois
– -$45K -16,796 Closed
SWMP
627
Signature Wealth Management Partners
New Jersey
– -$43.6K -16,445 Closed
MGIA
628
Moneta Group Investment Advisors
Missouri
– -$39.8K -15,013 Closed
LSAG
629
Lake Street Advisors Group
New Hampshire
– -$40K -14,900 Closed
HW
630
Hancock Whitney
Mississippi
– -$39K -14,742 Closed
CIA
631
Capital Investment Advisors
Georgia
– -$38.9K -14,665 Closed
FWP
632
Firethorn Wealth Partners
Georgia
– -$34.6K -14,539 Closed
WPC
633
Wedmont Private Capital
Pennsylvania
– -$34.9K -14,255 Closed
LSA
634
Lion Street Advisors
Texas
– -$37.5K -14,167 Closed
CDH
635
Charles D. Hyman
– -$36K -13,400 Closed
KeyBank National Association
636
KeyBank National Association
Ohio
– -$35.2K -13,277 Closed
BWP
637
Balboa Wealth Partners
Arizona
– -$34.1K -12,879 Closed
CFP
638
Catalyst Financial Partners
Massachusetts
– -$32.8K -12,360 Closed
BPA
639
Beacon Pointe Advisors
California
– -$31.6K -11,914 Closed
BPC
640
Banque Pictet & Cie
Switzerland
– -$31K -11,698 Closed
MOS
641
MGO One Seven
Ohio
– -$30.5K -11,492 Closed
IAA
642
Independent Advisor Alliance
North Carolina
– -$30.4K -11,456 Closed
FA
643
FDx Advisors
Illinois
– -$59K -11,380 Closed
CAM
644
Claret Asset Management
Quebec, Canada
– -$29K -10,900 Closed
Schroder Investment Management Group
645
Schroder Investment Management Group
United Kingdom
– -$27.4K -10,353 Closed
VWA
646
Visionary Wealth Advisors
Illinois
– -$27K -10,183 Closed
AWM
647
Accel Wealth Management
Iowa
– -$20K -7,548 Closed
NIC
648
Northwest Investment Counselors
Oregon
– -$13.9K -5,230 Closed
Loomis, Sayles & Company
649
Loomis, Sayles & Company
Massachusetts
– -$13K -4,797 Closed
SC
650
Schubert & Co
Texas
– -$12.3K -4,643 Closed
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