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Lumen
LUMN

Overview Fund Activity

774 hedge funds and large institutions have $9.01B invested in Lumen in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 306 increasing their positions, 241 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
-13
Holders Change %
-1.65%
% of All Funds
12.25%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
95
Increased
306
Reduced
241
Closed
97
Calls
$247M
Puts
$192M
Net Calls
+$55.7M
Net Calls Change
-$14.3M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$70.5M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$76.6M
3
Barclays
3
Barclays
United Kingdom
$42.8M
4
AACR
4
ACR Alpine Capital Research
Missouri
$157M
5
Norges Bank
5
Norges Bank
Norway
$76M

Top Sellers

1
Temasek Holdings
1
Temasek Holdings
Singapore
$819M
2
PPA
2
Parametric Portfolio Associates
Washington
$53M
3
Millennium Management
3
Millennium Management
New York
$19.9M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$13.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
801
Ballentine Partners
Massachusetts
– -$157K -12,478 Closed
IWN
802
Independent Wealth Network
Iowa
– -$152K -12,102 Closed
FMLI
803
Fukoku Mutual Life Insurance
Japan
– -$144K -11,492 Closed
BRWM
804
B. Riley Wealth Management
Tennessee
– -$139K -11,054 Closed
SOW
805
State of Wyoming
Wyoming
– -$136K -10,825 Closed
CCM
806
Chilton Capital Management
Texas
– -$131K -10,400 Closed
Verition Fund Management
807
Verition Fund Management
Connecticut
– -$130K -10,340 Closed
FTDI
808
First Trust Direct Indexing
Massachusetts
– -$130K -10,329 Closed
NAM
809
NorthCrest Asset Manangement
Minnesota
– -$126K -10,000 Closed
CA
810
CoreCap Advisors
Michigan
– -$95K -7,604 Closed
WFS
811
Widmann Financial Services
Maryland
– -$45K -3,644 Closed
TC
812
Truvestments Capital
Florida
– -$27K -2,185 Closed
SCA
813
Snowden Capital Advisors
New York
– -$22K -1,808 Closed
MWM
814
Mascoma Wealth Management
New Hampshire
– -$22K -1,763 Closed
EWM
815
Edge Wealth Management
New York
– -$19K -1,500 Closed
RI
816
Rinkey Investments
California
– -$18K -1,400 Closed
PCMC
817
Paragon Capital Management (Colorado)
Colorado
– -$16K -1,255 Closed
FPWM
818
FSB Premier Wealth Management
Iowa
– -$9K -792 Closed
TCM
819
TD Capital Management
Tennessee
– -$9K -705 Closed
BAM
820
Barrett Asset Management
New York
– -$6K -494 Closed
CYG
821
Clean Yield Group
Vermont
– -$4K -350 Closed
LPWM
822
Lake Point Wealth Management
Texas
– -$3K -254 Closed
CBT
823
CoreFirst Bank & Trust
Kansas
– -$3K -225 Closed
AWA
824
Amplius Wealth Advisors
Pennsylvania
– -$2K -170 Closed
EBA
825
Eagle Bay Advisors
New York
– -$2K -165 Closed
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