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Lumen
LUMN

Overview Fund Activity

489 hedge funds and large institutions have $1.26B invested in Lumen in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 106 increasing their positions, 180 reducing their positions, and 86 closing their positions.

Holders
489
Holders Change
-10
Holders Change %
-2%
% of All Funds
7.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
82
Increased
106
Reduced
180
Closed
86
Calls
$18.3M
Puts
$96.9M
Net Calls
-$78.6M
Net Calls Change
-$22.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.2M
2
BlackRock
2
BlackRock
New York
$279M
3
Charles Schwab
3
Charles Schwab
California
$48.1M
4
PCM
4
Palestra Capital Management
New York
$20.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$7.12M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$6.64M
2
QP
2
Quilter Plc
United Kingdom
$0
3
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$102K
4
Invesco
4
Invesco
Georgia
$37M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
126
Madison Asset Management
Wisconsin
$227K -$346K -189,000 -60%
Lido Advisors
127
Lido Advisors
California
$226K +$226K +123,386 New
CM
128
Caption Management
Oklahoma
$225K +$225K +122,963 New
CAN
129
Cetera Advisor Networks
California
$214K -$25.2K -13,755 -11%
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$212K – – –
Amundi
131
Amundi
France
$209K +$1.76K +1,080 +0.8%
DT
132
Diversified Trust
Tennessee
$204K +$95.4K +52,119 +88%
Pictet Asset Management
133
Pictet Asset Management
Switzerland
$204K – – –
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$194K -$77.5K -42,342 -28%
TRCT
135
Tower Research Capital (TRC)
New York
$194K +$170K +93,076 +727%
CIBC Asset Management
136
CIBC Asset Management
Ontario, Canada
$193K +$1.53K +836 +0.8%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$187K -$31K -16,946 -14%
CSS
138
Cubist Systematic Strategies
Connecticut
$184K -$968K -529,015 -84%
AIP
139
Ameritas Investment Partners
Nebraska
$183K – – –
Mariner
140
Mariner
Kansas
$182K -$11.8K -6,426 -6%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$179K -$152K -83,085 -46%
CL
142
Choreo LLC
Illinois
$177K +$177K +96,511 New
CFA
143
Capstone Financial Advisors
Illinois
$174K – – –
GC
144
Guggenheim Capital
Illinois
$171K -$256K -140,106 -60%
Corient Private Wealth
145
Corient Private Wealth
Florida
$166K +$49.4K +26,998 +42%
GF
146
Gabelli Funds
New York
$165K -$154K -84,000 -48%
Russell Investments Group
147
Russell Investments Group
United Kingdom
$164K -$5.18K -2,814 -3%
AAM
148
Advisors Asset Management
Colorado
$164K -$495K -270,743 -75%
PAG
149
Private Advisor Group
New Jersey
$162K -$53.6K -30,018 -25%
SGCA
150
Steel Grove Capital Advisors
Tennessee
$154K -$91.5K -50,000 -37%
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