LUMN icon

Lumen
LUMN

Overview Fund Activity

729 hedge funds and large institutions have $15.6B invested in Lumen in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 259 increasing their positions, 258 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+16
Holders Change %
+2.24%
% of All Funds
16.71%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.62%
New
79
Increased
259
Reduced
258
Closed
59
Calls
$177M
Puts
$301M
Net Calls
-$123M
Net Calls Change
-$122M

Top Buyers

1
Temasek Holdings
Temasek Holdings
Singapore
$2.3B
2
Invesco
Invesco
Georgia
$105M
3
Wells Fargo
Wells Fargo
California
$101M
4
Citadel Advisors
Citadel Advisors
Florida
$54.6M
5
MSE
MUFG Securities EMEA
United Kingdom
$35.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$125M
2
Capital Research Global Investors
Capital Research Global Investors
California
$421M
3
Citigroup
Citigroup
New York
$10M
4
TIM
Thornburg Investment Management
New Mexico
$2.45M
5
GC
Guggenheim Capital
Illinois
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
676
Orrstown Financial Services
Pennsylvania
$2K – – –
TFA
677
Toth Financial Advisory
Virginia
$2K – – –
PCM
678
Princeton Capital Management
New Jersey
$2K – – –
TIM
679
Tortoise Investment Management
New York
$2K – – –
CHP
680
Cable Hill Partners
Oregon
$2K – – –
CPA
681
Clear Perspective Advisors
Illinois
$2K – – –
THWM
682
Taylor Hoffman Wealth Management
Virginia
$2K – – –
GSC
683
G&S Capital
Colorado
$2K – – –
WAS
684
Winch Advisory Services
Wisconsin
$2K +$49 +2 +3%
BG
685
Bollard Group
Massachusetts
$2K +$48 +2 +2%
BRC
686
Bell Rock Capital
Delaware
$2K +$67 +3 +3%
GWS
687
Glassman Wealth Services
Virginia
$2K +$791 +53 +65%
PMFA
688
Plante Moran Financial Advisors
Michigan
$2K +$1.1K +59 +123%
CFC
689
Coyle Financial Counsel
Illinois
$2K +$2K +88 New
RWG
690
Regal Wealth Group
California
$2K +$2K +110 New
NIM
691
NuWave Investment Management
New Jersey
$2K +$2K +115 New
Rockefeller Capital Management
692
Rockefeller Capital Management
New York
$2K +$2K +123 New
SFSIG
693
San Francisco Sentry Investment Group
California
$1K -$36.8K -1,654 -97%
AWM
694
Aevitas Wealth Management
Massachusetts
$1K -$291 -16 -23%
AIS
695
Accurate Investment Solutions
Pennsylvania
$1K – – –
RAM
696
Riggs Asset Management
Pennsylvania
$1K – – –
LWM
697
Lenox Wealth Management
Ohio
$1K – – –
FMP
698
Financial Management Professionals
Texas
$1K – – –
ADL
699
Asset Dedication LLC
California
$1K – – –
MI
700
Markston International
New York
$1K – – –
26 27
28
29 30