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Lumen
LUMN

Overview Fund Activity

689 hedge funds and large institutions have $10.3B invested in Lumen in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 255 increasing their positions, 237 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
-16
Holders Change %
-2.27%
% of All Funds
15.13%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
73
Increased
255
Reduced
237
Closed
85
Calls
$176M
Puts
$356M
Net Calls
-$180M
Net Calls Change
-$119M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.55B
2
BlackRock
BlackRock
New York
$1.2B
3
Citigroup
Citigroup
New York
$75.9M
4
Goldman Sachs
Goldman Sachs
New York
$107M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$220M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$97M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$137M
3
Bank of America
Bank of America
North Carolina
$141M
4
Deutsche Bank
Deutsche Bank
Germany
$26.6M
5
Barclays
Barclays
United Kingdom
$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
701
PEAK6 Investments
Illinois
– -$158K -13,409 Closed
WP
702
WealthSource Partners
California
– -$157K -13,345 Closed
FA
703
FDx Advisors
Illinois
– -$157K -13,316 Closed
CANY
704
Caxton Associates (New York)
New York
– -$149K -12,634 Closed
ER
705
Enlightenment Research
Florida
– -$146K -12,400 Closed
EFS
706
Essex Financial Services
Connecticut
– -$144K -12,224 Closed
BPWA
707
Beacon Pointe Wealth Advisors
California
– -$135K -11,494 Closed
FWM
708
Frontier Wealth Management
Missouri
– -$130K -11,014 Closed
SP
709
Successful Portfolios
Florida
– -$120K -10,163 Closed
UAS
710
United Asset Strategies
New York
– -$119K -10,080 Closed
WSCM
711
Wellington Shields Capital Management
New York
– -$118K -10,044 Closed
O
712
Ossiam
France
– -$63K -5,389 Closed
TNBTD
713
Trustmark National Bank Trust Department
Mississippi
– -$43K -3,646 Closed
ACS
714
Archford Capital Strategies
Illinois
– -$41K -3,524 Closed
AIL
715
AGF Investments LLC
Ontario, Canada
– -$38K -3,191 Closed
ESB
716
Essex Savings Bank
Connecticut
– -$34K -2,846 Closed
CFGS
717
Concourse Financial Group Securities
Alabama
– -$26K -2,170 Closed
PCP
718
Proficio Capital Partners
Massachusetts
– -$17K -1,471 Closed
TPWA
719
TRUE Private Wealth Advisors
Oregon
– -$12K -1,070 Closed
ETI
720
Enterprise Trust & Investment
California
– -$9K -804 Closed
CWA
721
Clarus Wealth Advisors
Arizona
– -$9K -751 Closed
DWM
722
Doyle Wealth Management
Florida
– -$6K -550 Closed
GFPC
723
Global Financial Private Capital
Florida
– -$6K -533 Closed
KCPG
724
Kavar Capital Partners Group
Kansas
– -$6K -517 Closed
WOC
725
West Oak Capital
California
– -$6K -485 Closed
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