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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 %
BSW
726
Buckingham Strategic Wealth
Missouri
– -$261K -20,933 Closed
TCM
727
Teza Capital Management
Illinois
– -$261K -20,912 Closed
NICM
728
Neo Ivy Capital Management
New York
– -$235K -20,613 Closed
KeyBank National Association
729
KeyBank National Association
Ohio
– -$227K -18,186 Closed
MLM
730
Mount Lucas Management
Pennsylvania
– -$200K -16,050 Closed
CS
731
Comerica Securities
Michigan
– -$191K -15,322 Closed
SNB
732
Security National Bank
Nebraska
– -$187K -14,976 Closed
FMT
733
First Mercantile Trust
Tennessee
– -$162K -12,961 Closed
TC
734
TownSquare Capital
Utah
– -$189K -12,710 Closed
FAIM
735
Financial Advocates Investment Management
Washington
– -$154K -12,358 Closed
BCA
736
Biltmore Capital Advisors
New Jersey
– -$151K -12,105 Closed
BC
737
Brinker Capital
Pennsylvania
– -$143K -11,447 Closed
DAS
738
Dynamic Advisor Solutions
Arizona
– -$136K -10,881 Closed
PPP
739
Private Portfolio Partners
New Jersey
– -$134K -10,748 Closed
NP
740
NorthRock Partners
Minnesota
– -$134K -10,719 Closed
SCP
741
Syntal Capital Partners
Texas
– -$118K -9,461 Closed
FPS
742
Fieldpoint Private Securities
Connecticut
– -$67K -5,350 Closed
CIAS
743
Capital Investment Advisory Services
North Carolina
– -$60K -4,802 Closed
Walleye Capital
744
Walleye Capital
New York
– -$52K -4,200 Closed
WCM
745
Whitener Capital Management
North Carolina
– -$27K -2,206 Closed
NIC
746
Northwest Investment Counselors
Oregon
– -$12K -1,000 Closed
PMFA
747
Plante Moran Financial Advisors
Michigan
– -$10K -764 Closed
QCIG
748
Quad-Cities Investment Group
Iowa
– -$8K -675 Closed
ATC
749
Adirondack Trust Company
New York
– -$7K -535 Closed
KTC
750
Kistler-Tiffany Companies
Pennsylvania
– -$6K -458 Closed
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