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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.

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 Market Value Shares Shares
Change 		Shares
Change %
GWMIA
676
Global Wealth Management Investment Advisory
Florida
$1K 116 – –
APC
677
Aspire Private Capital
North Carolina
$1K 100 – –
VRM
678
Vectors Research Management
New York
$1K 116 – –
TI
679
Truehand Inc
New Hampshire
$1K 48 – –
FMP
680
Financial Management Professionals
Texas
$1K 47 – –
WAS
681
Winch Advisory Services
Wisconsin
$1K 110 +2 +2%
HA
682
Herold Advisors
New York
$1K 150 +150 New
TG
683
TCW Group
California
$577 46,584 – –
AIC
684
Archer Investment Corporation
Indiana
$136 11 +11 New
BBHC
685
Brown Brothers Harriman & Co
New York
$13 1,014 – –
PFC
686
Poplar Forest Capital
California
– – -1,637,682 Closed
FFH
687
Fairfax Financial Holdings
Ontario, Canada
– – -1,425,000 Closed
CM
688
Churchill Management
California
– – -1,148,990 Closed
Holocene Advisors
689
Holocene Advisors
New York
– – -477,255 Closed
WPW
690
Waldron Private Wealth
Pennsylvania
– – -303,707 Closed
OWA
691
Outlook Wealth Advisors
Texas
– – -288,751 Closed
BSG
692
Black Swift Group
Colorado
– – -218,100 Closed
HWM
693
Hohimer Wealth Management
Washington
– – -156,793 Closed
Qube Research & Technologies (QRT)
694
Qube Research & Technologies (QRT)
United Kingdom
– – -155,910 Closed
Balyasny Asset Management
695
Balyasny Asset Management
Illinois
– – -141,234 Closed
CA
696
Corrado Advisors
New Jersey
– – -138,347 Closed
Adage Capital Partners
697
Adage Capital Partners
Massachusetts
– – -103,379 Closed
PIC
698
Portland Investment Counsel
Ontario, Canada
– – -99,860 Closed
DA
699
DCM Advisors
New York
– – -82,924 Closed
GLA
700
Great Lakes Advisors
Illinois
– – -80,583 Closed
26 27
28
29 30