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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 %
ME
676
McIlrath & Eck
Washington
$5K +$3.57K +306 +249%
GEA
677
Glen Eagle Advisors
New Jersey
$4.51K +$4.51K +400 New
SBL
678
Sargent Bickham Lagudis
Colorado
$4K -$12.5K -1,099 -76%
TH
679
TCTC Holdings
Texas
$4K – – –
WTC
680
WhitTier Trust Company
Nevada
$4K – – –
TIM
681
Tevis Investment Management
Texas
$4K – – –
FHA
682
First Horizon Advisors
Tennessee
$4K +$184 +17 +5%
WAM
683
Worth Asset Management
Texas
$4K +$4K +318 New
CI
684
Cordant Inc
Oregon
$4K +$4K +371 New
AssetMark Inc
685
AssetMark Inc
California
$3K -$1.52K -118 -34%
PWMG
686
Prestige Wealth Management Group
New Jersey
$3K -$1.01K -98 -25%
Toronto Dominion Bank
687
Toronto Dominion Bank
Ontario, Canada
$3K – – –
ACM
688
Antonetti Capital Management
Florida
$3K – – –
MAM
689
McCarthy Asset Management
California
$3K – – –
BHWM
690
Beaird Harris Wealth Management
Texas
$3K – – –
HWMA
691
Heritage Wealth Management (Arizona)
Arizona
$3K +$3K +224 New
Macquarie Group
692
Macquarie Group
Australia
$2.09K – – –
FWM
693
Focused Wealth Management
New York
$2K -$126K -10,496 -98%
EWA
694
EverSource Wealth Advisors
Alabama
$2K -$10.3K -910 -84%
EW
695
Evoke Wealth
California
$2K -$3.42K -369 -63%
TFO
696
Tarbox Family Office
California
$2K -$3.04K -315 -60%
PCFFS
697
Pacific Center for Financial Services
California
$2K -$646 -64 -24%
CFO
698
CVA Family Office
Colorado
$2K -$564 -55 -22%
CAL
699
Capital Advisors Ltd
Ohio
$2K -$234 -17 -10%
KFP
700
KB Financial Partners
New Jersey
$2K – – –
26 27
28
29 30