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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 %
SSC
651
Syverson Strege & Co
Iowa
$3K +$3K +255 New
FBT
652
First Bank & Trust
South Dakota
$2K -$2.02K -138 -50%
AAP
653
Arax Advisory Partners
Colorado
$2K -$512 -44 -20%
KFI
654
Key Financial Inc
Pennsylvania
$2K – – –
NSB
655
Norway Savings Bank
Maine
$2K – – –
ME
656
McIlrath & Eck
Washington
$2K – – –
FNBOSM
657
First National Bank of South Miami
Florida
$2K – – –
PLU
658
Performa Ltd (US)
South Carolina
$2K – – –
CAGAS
659
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
PK
660
Pflug Koory
Nebraska
$2K – – –
MA
661
Montag & Associates
Georgia
$2K – – –
ST
662
Sageworth Trust
Pennsylvania
$2K – – –
ARMC
663
American Research & Management Company
Massachusetts
$2K – – –
FCA
664
FinTrust Capital Advisors
South Carolina
$2K – – –
BWM
665
BerganKDV Wealth Management
Minnesota
$2K +$866 +71 +76%
FF
666
FourThought Financial
Florida
$2K +$1.88K +200 +1,538%
RTL
667
Red Tortoise LLC
Georgia
$2K +$2K +231 New
Nisa Investment Advisors
668
Nisa Investment Advisors
Missouri
$1.59K -$1.5K -121,185 -49%
WPA
669
West Paces Advisors
Georgia
$1.08K – – –
MA
670
MUFG Americas
New York
$1K -$66.1K -7,733 -99%
WT
671
Whittier Trust
California
$1K -$19.6K -1,255 -95%
LF
672
Lee Financial
Texas
$1K -$2.72K -272 -73%
JFA
673
JNBA Financial Advisors
Minnesota
$1K -$221 -21 -18%
GWMIA
674
Global Wealth Management Investment Advisory
Florida
$1K – – –
TFM
675
TFC Financial Management
Massachusetts
$1K – – –
25 26
27
28 29