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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 %
MI
676
Markston International
New York
$1K – – –
TI
677
Truehand Inc
New Hampshire
$1K – – –
THWM
678
Taylor Hoffman Wealth Management
Virginia
$1K – – –
LWM
679
Lenox Wealth Management
Ohio
$1K – – –
ARMC
680
American Research & Management Company
Massachusetts
$1K – – –
FPFS
681
First Personal Financial Services
North Carolina
$1K – – –
AJ
682
Ashburton (Jersey)
Jersey
$1K – – –
FCB
683
First Command Bank
Texas
$1K – – –
FCFS
684
First Command Financial Services
Texas
$1K – – –
APC
685
Aspire Private Capital
North Carolina
$1K – – –
WAS
686
Winch Advisory Services
Wisconsin
$1K +$11 +1 +1%
BRC
687
Bell Rock Capital
Delaware
$1K +$10 +1 +1%
ADL
688
Asset Dedication LLC
California
$1K +$18 +1 +2%
CA
689
Centerpoint Advisors
Massachusetts
$1K +$1K +39 New
SFG
690
Sowa Financial Group
Rhode Island
$1K +$1K +62 New
TF
691
Tompkins Financial
New York
$1K +$1K +68 New
APWM
692
Atlas Private Wealth Management
New York
$1K +$1K +72 New
SFSIG
693
San Francisco Sentry Investment Group
California
$1K +$1K +81 New
SWA
694
Sutton Wealth Advisors
Florida
$911 – – –
Nomura Holdings
695
Nomura Holdings
Japan
– -$17.4M -1,430,914 Closed
PP
696
Prudential plc
United Kingdom
– -$14.8M -1,231,656 Closed
BIM
697
Bogle Investment Management
Massachusetts
– -$14.8M -1,185,697 Closed
SCM
698
SKBA Capital Management
California
– -$6.33M -506,850 Closed
QC
699
Quadrature Capital
United Kingdom
– -$5.49M -439,282 Closed
MHI
700
Miller Howard Investments
New York
– -$4.94M -395,579 Closed
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