LUMN icon

Lumen
LUMN

Overview Fund Activity

774 hedge funds and large institutions have $9.01B invested in Lumen in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 306 increasing their positions, 241 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
12.25%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
95
Increased
306
Reduced
241
Closed
97
Calls
$247M
Puts
$192M
Net Calls
+$55.7M
Net Calls Change
-$14.3M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$70.5M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$76.6M
3
Barclays
3
Barclays
United Kingdom
$42.8M
4
AACR
4
ACR Alpine Capital Research
Missouri
$157M
5
Norges Bank
5
Norges Bank
Norway
$76M

Top Sellers

1
Temasek Holdings
1
Temasek Holdings
Singapore
$819M
2
PPA
2
Parametric Portfolio Associates
Washington
$53M
3
Millennium Management
3
Millennium Management
New York
$19.9M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$13.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
651
Sutton Wealth Advisors
Florida
$9.19K +$4.29K +381 +88%
MGIM
652
M&G Investment Management
United Kingdom
$9.11K -$483 -43,916 -5%
SCA
653
Stonebridge Capital Advisors
Minnesota
$9K -$464 -40 -5%
JWA
654
JFS Wealth Advisors
Pennsylvania
$9K +$5.32K +459 +144%
HIA
655
Harbor Investment Advisory
Maryland
$8K -$10.3K -966 -56%
ZB
656
Zions Bancorporation
Utah
$8K -$9.17K -801 -53%
FCMA
657
Foresight Capital Management Advisors
Michigan
$8K – – –
MHR
658
Matthew Hamilton Rosenberg
$7K -$49.2K -4,074 -88%
FCT
659
First Community Trust
Iowa
$7K – – –
VCM
660
Versant Capital Management
Arizona
$7K +$429 +37 +7%
TWC
661
TD Waterhouse Canada
Ontario, Canada
$6.28K – – –
TIM
662
Tortoise Investment Management
New York
$6K – – –
ZIG
663
Zullo Investment Group
Pennsylvania
$6K – – –
EARNEST Partners
664
EARNEST Partners
Georgia
$6K – – –
SWA
665
SOA Wealth Advisors
New York
$6K +$90 +9 +2%
RFWA
666
RPg Family Wealth Advisory
Massachusetts
$5.17K +$5.17K +459 New
GWS
667
Glassman Wealth Services
Virginia
$5K -$12.6K -1,233 -72%
AP
668
Arlington Partners
Alabama
$5K -$2.9K -275 -37%
WT
669
Washington Trust
Rhode Island
$5K – – –
PA
670
PSI Advisors
Florida
$5K – – –
KA
671
Kozak & Associates
Colorado
$5K – – –
IRC
672
Investors Research Corp
Georgia
$5K – – –
RG
673
Retirement Group
California
$5K +$1K +3 +25%
RDIA
674
RE Dickinson Investment Advisors
Iowa
$5K +$401 +32 +9%
AW
675
Avion Wealth
Texas
$5K +$1.2K +100 +32%
25 26
27
28 29