LUMN icon

Lumen
LUMN

Overview Fund Activity

761 hedge funds and large institutions have $12.4B invested in Lumen in 2018 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 260 increasing their positions, 282 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
–
Holders Change %
0%
% of All Funds
16.98%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.54%
New
118
Increased
260
Reduced
282
Closed
107
Calls
$188M
Puts
$306M
Net Calls
-$118M
Net Calls Change
+$111M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.61B
2
Morgan Stanley
Morgan Stanley
New York
$176M
3
State Street
State Street
Massachusetts
$779M
4
Citadel Advisors
Citadel Advisors
Florida
$50.9M
5
BlackRock
BlackRock
New York
$1.31B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$53.1M
2
Goldman Sachs
Goldman Sachs
New York
$157M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$241M
4
SAM
Southeastern Asset Management
Tennessee
$975M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
701
Princeton Capital Management
New Jersey
$2K – – –
RWG
702
Regal Wealth Group
California
$2K +$69 +4 +4%
HR
703
Howe & Rusling
New York
$2K +$707 +41 +55%
AWM
704
Arbor Wealth Management
Florida
$2K +$2K +104 New
PB
705
Pinnacle Bancorp
Nebraska
$2K +$2K +113 New
FNBOSM
706
First National Bank of South Miami
Florida
$2K +$2K +126 New
PWM
707
PRW Wealth Management
Massachusetts
$2K +$2K +134 New
APC
708
Aspire Private Capital
North Carolina
$2K +$2K +144 New
EIM
709
Essex Investment Management
Massachusetts
$2K +$2K +153 New
AIA
710
Alera Investment Advisors
Illinois
$2K +$2K +157 New
GWS
711
Glassman Wealth Services
Virginia
$1K -$1.73K -71 -63%
PMFA
712
Plante Moran Financial Advisors
Michigan
$1K -$403 -31 -29%
APSP
713
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K – – –
THWM
714
Taylor Hoffman Wealth Management
Virginia
$1K – – –
MI
715
Markston International
New York
$1K – – –
LWM
716
Lenox Wealth Management
Ohio
$1K – – –
ADL
717
Asset Dedication LLC
California
$1K – – –
FMP
718
Financial Management Professionals
Texas
$1K – – –
RWA
719
River Wealth Advisors
Pennsylvania
$1K – – –
RAM
720
Riggs Asset Management
Pennsylvania
$1K – – –
MCM
721
MV Capital Management
Maryland
$1K – – –
FCFS
722
First Command Financial Services
Texas
$1K – – –
FCB
723
First Command Bank
Texas
$1K – – –
GRP
724
Global Retirement Partners
California
$1K +$29 +1 +3%
BRC
725
Bell Rock Capital
Delaware
$1K +$32 +3 +3%
27 28
29
30 31