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Lumen
LUMN

Overview Fund Activity

706 hedge funds and large institutions have $10.1B invested in Lumen in 2021 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 256 increasing their positions, 237 reducing their positions, and 75 closing their positions.

Holders
706
Holders Change
-9
Holders Change %
-1.26%
% of All Funds
12.4%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
76
Increased
256
Reduced
237
Closed
75
Calls
$183M
Puts
$167M
Net Calls
+$15.7M
Net Calls Change
+$14.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$224M
2
SAM
2
Southeastern Asset Management
Tennessee
$814M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$267M
4
Charles Schwab
4
Charles Schwab
California
$110M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$27M

Top Sellers

1
Citigroup
1
Citigroup
New York
$12.6M
2
Invesco
2
Invesco
Georgia
$164M
3
Bank of America
3
Bank of America
North Carolina
$56.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$12M
5
PFC
5
Poplar Forest Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GT
726
Greenleaf Trust
Michigan
– – -15,734 Closed
ISB
727
Iowa State Bank
Iowa
– – -14,001 Closed
NIM
728
NuWave Investment Management
New Jersey
– – -13,872 Closed
PCM
729
Perkins Capital Management
Minnesota
– – -12,700 Closed
CMBA
730
C.M. Bidwell & Associates
Hawaii
– – -12,617 Closed
BC
731
Bridgefront Capital
Texas
– – -12,055 Closed
RJT
732
Raymond James Trust
Florida
– – -11,567 Closed
SF
733
Synovus Financial
Georgia
– – -11,221 Closed
APP
734
Alpha Paradigm Partners
Illinois
– – -11,080 Closed
MPAM
735
Murphy Pohlad Asset Management
Minnesota
– – -10,754 Closed
VVP
736
Venture Visionary Partners
Ohio
– – -10,395 Closed
WAP
737
Wealthcare Advisory Partners
Pennsylvania
– – -10,294 Closed
CCM
738
Coldstream Capital Management
Washington
– – -10,141 Closed
PFA
739
Professional Financial Advisors
Nebraska
– – -9,748 Closed
National Pension Service
740
National Pension Service
South Korea
$0 10 -4,306 -100%
Acadian Asset Management
741
Acadian Asset Management
Massachusetts
– – -4,209 Closed
EFSCE
742
Enterprise Financial Services Corp (EFSC)
Missouri
– – -2,598 Closed
ECM
743
Estabrook Capital Management
New York
– – -1,500 Closed
WP
744
WealthShield Partners
North Carolina
– – -1,020 Closed
CMF
745
Counterpoint Mutual Funds
California
– – -955 Closed
IWP
746
IAG Wealth Partners
Wisconsin
– – -552 Closed
GAM
747
Gemmer Asset Management
California
– – -492 Closed
BWP
748
Baldwin Wealth Partners
Massachusetts
– – -350 Closed
CFO
749
CVA Family Office
Colorado
– – -200 Closed
BBL
750
Beck Bode LLC
Massachusetts
– – -150 Closed
28 29
30
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