LUMN icon

Lumen
LUMN

Overview Fund Activity

748 hedge funds and large institutions have $9.81B invested in Lumen in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 295 increasing their positions, 248 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
-13
Holders Change %
-1.71%
% of All Funds
16.22%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.35%
New
98
Increased
295
Reduced
248
Closed
105
Calls
$163M
Puts
$225M
Net Calls
-$62M
Net Calls Change
+$56M

Top Buyers

1
State Street
State Street
Massachusetts
+$60.2M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$59.1M
3
AACR
ACR Alpine Capital Research
Missouri
+$47.4M
4
SAM
Southeastern Asset Management
Tennessee
+$34.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$31.3M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
-$311M
2
EIP
Epoch Investment Partners
New York
-$86.4M
3
WHRC
W.H. Reaves & Co
New Jersey
-$61.9M
4
Morgan Stanley
Morgan Stanley
New York
-$42.8M
5
N
Natixis
France
-$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
776
Corrado Advisors
New Jersey
– -$188K -12,440 Closed
AFP
777
Ausdal Financial Partners
Iowa
– -$183K -12,086 Closed
Koshinski Asset Management
778
Koshinski Asset Management
Illinois
– -$167K -10,999 Closed
NSAM
779
North Star Asset Management
Wisconsin
– -$166K -10,935 Closed
NL
780
NWAM LLC
Washington
– -$163K -10,788 Closed
LC
781
Lourd Capital
California
– -$163K -10,754 Closed
WIA
782
Wealthstreet Investment Advisors
Texas
– -$159K -10,550 Closed
SS
783
Simplicity Solutions
Minnesota
– -$156K -10,324 Closed
SMH
784
Sanders Morris Harris
Texas
– -$153K -10,120 Closed
NICM
785
Neo Ivy Capital Management
New York
– -$152K -10,050 Closed
LCS
786
Levin Capital Strategies
New York
– -$151K -10,000 Closed
VSWA
787
Vontobel Swiss Wealth Advisors
Switzerland
– -$152K -10,000 Closed
MOS
788
MGO One Seven
Ohio
– -$126K -8,352 Closed
O
789
Ossiam
France
– -$118K -7,767 Closed
BAM
790
Belpointe Asset Management
Nevada
– -$102K -6,746 Closed
PRC
791
Pearl River Capital
Michigan
– -$42K -2,748 Closed
MWA
792
Meridian Wealth Advisors
Texas
– -$37K -2,435 Closed
DWM
793
Doyle Wealth Management
Florida
– -$35K -2,332 Closed
SIAG
794
Signet Investment Advisory Group
Rhode Island
– -$34K -2,300 Closed
PG
795
Patten Group
Tennessee
– -$23K -1,540 Closed
JA
796
JOYN Advisors
Georgia
– -$22K -1,444 Closed
IIM
797
Ipswich Investment Management
Massachusetts
– -$18K -1,200 Closed
PCIA
798
Prime Capital Investment Advisors
Kansas
– -$14K -930 Closed
WANY
799
Wealthspire Advisors (New York)
New York
– -$12K -807 Closed
CA
800
Claro Advisors
Massachusetts
– -$14K -670 Closed
29 30 31
32
33