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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 %
RFA
751
Reilly Financial Advisors
California
– – -144 Closed
KFP
752
KB Financial Partners
New Jersey
– – -140 Closed
MPWT
753
MassMutual Private Wealth & Trust
Connecticut
– – -135 Closed
PSIWM
754
Paradigm Strategies in Wealth Management
Minnesota
– – -56 Closed
FFA
755
Freedman Financial Associates
Massachusetts
– – -52 Closed
TWA
756
TCI Wealth Advisors
Arizona
– – -44 Closed
SL
757
Savior LLC
Massachusetts
– – -41 Closed
HPC
758
HM Payson & Co
Maine
– – -30 Closed
FGAM
759
Financial Gravity Asset Management
Texas
– – -23 Closed
MA
760
Modus Advisors
Minnesota
– – -14 Closed
EWM
761
Evermay Wealth Management
Virginia
– – -12 Closed
BA
762
Bellwether Advisors
Nebraska
$0 3 – –
Simplex Trading
763
Simplex Trading
Illinois
– – – –
HWM
764
Holloway Wealth Management
Florida
– – – –
WIM
765
Westside Investment Management
California
$0 42 – –
PMAM
766
Picton Mahoney Asset Management
Ontario, Canada
– – – –
HI
767
Hudock Inc
Pennsylvania
$0 38 – –
BWM
768
Baystate Wealth Management
Massachusetts
$0 12 – –
BFM
769
Boothbay Fund Management
New York
– – – –
Tudor Investment Corp
770
Tudor Investment Corp
Connecticut
– – – –
CCM
771
Covington Capital Management
California
$0 22 – –
CCM
772
CAAS Capital Management
New York
– – – –
RCC
773
Red Cedar Capital
Nebraska
$0 1 – –
IPW
774
IronBridge Private Wealth
Texas
$0 4 – –
AFS
775
Annapolis Financial Services
Maryland
$0 38 – –
28 29 30
31
32