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Lumen
LUMN

Overview Fund Activity

720 hedge funds and large institutions have $11.2B invested in Lumen in 2019 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 222 increasing their positions, 265 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+31
Holders Change %
+4.5%
% of All Funds
14.22%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.32%
New
116
Increased
222
Reduced
265
Closed
71
Calls
$121M
Puts
$332M
Net Calls
-$212M
Net Calls Change
-$31.9M

Top Buyers

1
AIG
American International Group
New York
$270M
2
Goldman Sachs
Goldman Sachs
New York
$155M
3
Truist Financial
Truist Financial
North Carolina
$38.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.67B
5
AAMU
Amundi Asset Management US
Massachusetts
$54.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$103M
2
SAM
Southeastern Asset Management
Tennessee
$946M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$6.94M
4
Wells Fargo
Wells Fargo
California
$39.2M
5
Citigroup
Citigroup
New York
$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
651
First Bank & Trust
South Dakota
$2K -$195K -16,400 -99%
PFGIA
652
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$1.49K -137 -43%
TIM
653
Tortoise Investment Management
New York
$2K – – –
BCI
654
Brinker Capital Investments
Pennsylvania
$2K – – –
OSNBOA
655
Old Second National Bank of Aurora
Illinois
$2K – – –
SIS
656
Sound Income Strategies
Florida
$2K – – –
FNBOSM
657
First National Bank of South Miami
Florida
$2K – – –
VRM
658
Vectors Research Management
New York
$2K – – –
RWG
659
Regal Wealth Group
California
$2K +$42 +3 +2%
RFA
660
Reilly Financial Advisors
California
$2K +$1.87K +119 +1,488%
MCM
661
MV Capital Management
Maryland
$2K +$1.44K +125 +255%
MF
662
Manchester Financial
California
$2K +$2K +128 New
WCM
663
Wealthcare Capital Management
Virginia
$2K +$2K +130 New
LPWM
664
Lake Point Wealth Management
Texas
$2K +$2K +154 New
JSC
665
Jackson Square Capital
California
$2K +$2K +165 New
EWA
666
Evolution Wealth Advisors
Florida
$2K +$2K +188 New
AIM
667
Anchor Investment Management
South Carolina
$1.59K +$1.41K +107 +823%
CHAM
668
Clear Harbor Asset Management
Connecticut
$1.32K +$1.32K +100 New
LP
669
LMR Partners
United Kingdom
$1.17K +$1.17K +88,399 New
CAC
670
Certified Advisory Corp
Florida
$1K -$6.64K -372 -87%
CI
671
CX Institutional
Indiana
$1K -$1.28K -143 -56%
FMP
672
Financial Management Professionals
Texas
$1K – – –
EIM
673
Essex Investment Management
Massachusetts
$1K – – –
FFC
674
First Financial Corp
Indiana
$1K – – –
Canada Pension Plan Investment Board
675
Canada Pension Plan Investment Board
Ontario, Canada
$1K – – –
25 26
27
28 29