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Lumen
LUMN

Overview Fund Activity

499 hedge funds and large institutions have $957M invested in Lumen in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 192 reducing their positions, and 92 closing their positions.

Holders
499
Holders Change
-51
Holders Change %
-9.27%
% of All Funds
7.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
117
Reduced
192
Closed
92
Calls
$11.1M
Puts
$67.2M
Net Calls
-$56.1M
Net Calls Change
-$11.4M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$20.5M
2
PCM
2
Palestra Capital Management
New York
$9.27M
3
Millennium Management
3
Millennium Management
New York
$10.9M
4
Charles Schwab
4
Charles Schwab
California
$29.1M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$31.3M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$810K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.4M
4
Norges Bank
4
Norges Bank
Norway
$64.1K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.57M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
101
Raymond James & Associates
Florida
$400K 281,508 -47,645 -14%
LPL Financial
102
LPL Financial
California
$400K 281,412 -38,515 -12%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$392K 275,753 +56,467 +26%
Osaic Holdings
104
Osaic Holdings
Arizona
$389K 274,051 +15,572 +6%
HighTower Advisors
105
HighTower Advisors
Illinois
$385K 285,238 -47,655 -14%
UBS Group
106
UBS Group
Switzerland
$355K 250,038 -628,916 -72%
GFA
107
Gifford Fong Associates
California
$355K 250,000 – –
Franklin Resources
108
Franklin Resources
California
$347K 244,670 +107,680 +79%
VI
109
Versor Investments
New York
$346K 243,400 +44,300 +22%
BSG
110
Black Swift Group
Colorado
$341K 240,000 +10,000 +4%
GC
111
Guggenheim Capital
Illinois
$332K 233,743 -47,341 -17%
Truist Financial
112
Truist Financial
North Carolina
$328K 230,921 +57,171 +33%
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$320K 225,169 – –
ASN
114
Advisory Services Network
Georgia
$306K 215,684 -6,521 -3%
TCM
115
Triumph Capital Management
Colorado
$302K 212,543 +55,968 +36%
BMO
116
Beck Mack & Oliver
New York
$301K 212,323 -1,988,928 -90%
PMEF
117
Point72 Middle East FZE
United Arab Emirates
$300K 211,585 +127,238 +151%
BCM
118
Bridgeway Capital Management
Texas
$298K 210,000 -404,250 -66%
Fidelity International
119
Fidelity International
Bermuda
$290K 204,017 +97,093 +91%
ECM
120
ExodusPoint Capital Management
New York
$259K 182,228 +182,228 New
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$257K 180,990 +10,684 +6%
MOACM
122
Mutual of America Capital Management
New York
$251K 176,658 -3,802 -2%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$250K 176,227 +26,907 +18%
Victory Capital Management
124
Victory Capital Management
Texas
$247K 174,289 -203,924 -54%
GF
125
Gabelli Funds
New York
$247K 174,000 -552,000 -76%
3 4
5
6 7