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Lumen
LUMN

Overview Fund Activity

699 hedge funds and large institutions have $8.21B invested in Lumen in 2020 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 247 increasing their positions, 240 reducing their positions, and 111 closing their positions.

Holders
699
Holders Change
-4
Holders Change %
-0.57%
% of All Funds
12.4%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
117
Increased
247
Reduced
240
Closed
111
Calls
$101M
Puts
$135M
Net Calls
-$33.5M
Net Calls Change
+$85.4M

Top Buyers

1
Invesco
1
Invesco
Georgia
$176M
2
Millennium Management
2
Millennium Management
New York
$27.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$76.8M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$203M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$21.8M

Top Sellers

1
Citigroup
1
Citigroup
New York
$134M
2
Bank of America
2
Bank of America
North Carolina
$55.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$48.2M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
PP
5
Prudential plc
United Kingdom
$47.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WTB
726
Washington Trust Bank
Washington
– – -13,429 Closed
IFAM
727
Institutional & Family Asset Management
Colorado
– – -12,778 Closed
V
728
Veritable
Delaware
– – -11,217 Closed
SBIA
729
Sheaff Brock Investment Advisors
Indiana
– – -11,193 Closed
RJT
730
Raymond James Trust
Florida
– – -11,132 Closed
APP
731
Avantax Planning Partners
Iowa
– – -11,002 Closed
TSS
732
Two Sigma Securities
New York
– – -10,769 Closed
PFM
733
Parsec Financial Management
North Carolina
– – -10,481 Closed
WANY
734
Wealthspire Advisors (New York)
New York
– – -10,315 Closed
OWA
735
One Wealth Advisors
California
– – -10,116 Closed
BSG
736
Black Swift Group
Colorado
– – -8,670 Closed
WAM
737
Wolverine Asset Management
Illinois
– – -6,854 Closed
PFS
738
Prospera Financial Services
Texas
– – -5,410 Closed
NIC
739
Northwest Investment Counselors
Oregon
– – -5,000 Closed
LWM
740
Liberty Wealth Management
California
– – -4,468 Closed
BFC
741
Bedel Financial Consulting
Indiana
– – -3,462 Closed
JIR
742
James Investment Research
Ohio
– – -3,140 Closed
RWA
743
Ropes Wealth Advisors
Massachusetts
– – -2,081 Closed
RCA
744
Ranch Capital Advisors
Florida
– – -2,000 Closed
GEA
745
Glen Eagle Advisors
New Jersey
– – -1,450 Closed
FCH
746
Freestone Capital Holdings
Washington
– – -1,262 Closed
TIM
747
Tortoise Investment Management
New York
– – -1,110 Closed
HFM
748
Harvest Fund Management
China
– – -781 Closed
HCA
749
Horan Capital Advisors
Ohio
– – -700 Closed
CHAM
750
Clear Harbor Asset Management
Connecticut
– – -700 Closed
28 29
30
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