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Lumen
LUMN

Overview Fund Activity

550 hedge funds and large institutions have $3.78B invested in Lumen in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 156 increasing their positions, 154 reducing their positions, and 64 closing their positions.

Holders
550
Holders Change
+49
Holders Change %
+9.78%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
117
Increased
156
Reduced
154
Closed
64
Calls
$137M
Puts
$182M
Net Calls
-$44.5M
Net Calls Change
-$9.22M

Top Buyers

1
HAI
1
Hennessy Advisors Inc
California
$45.1M
2
UBS Group
2
UBS Group
Switzerland
$51.1M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$52.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$48.8M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$61.9M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$580M
2
Charles Schwab
2
Charles Schwab
California
$141M
3
Barclays
3
Barclays
United Kingdom
$13.1M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$67.6M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Allspring Global Investments
126
Allspring Global Investments
North Carolina
$1.37M 243,471 +236,951 +3,634%
BBA
127
Baader Bank Aktiengesellschaft
Germany
$1.35M 254,528 -97,243 -28%
GFA
128
Gifford Fong Associates
California
$1.33M 250,000 – –
Handelsbanken Fonder
129
Handelsbanken Fonder
Sweden
$1.33M 249,700 +42,100 +20%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$1.3M 243,885 +6,404 +3%
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$1.27M 238,781 -4,098 -2%
Creative Planning
132
Creative Planning
Kansas
$1.21M 228,793 -94,835 -29%
BCM
133
Bridgeway Capital Management
Texas
$1.17M 220,000 – –
COPPSERS
134
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.15M 216,647 -694 -0.3%
PFSRSONJ
135
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.15M 215,760 +215,760 New
EF
136
Empowered Funds
Pennsylvania
$1.14M 214,509 +214,509 New
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$1.1M 207,371 -2,740 -1%
SC
138
Savant Capital
Illinois
$1.1M 206,562 +1,056 +0.5%
GAM
139
Gotham Asset Management
New York
$1.05M 198,542 +30,269 +18%
KK
140
KLP Kapitalforvaltning
Norway
$1.04M 195,600 +195,600 New
CFA
141
Capstone Financial Advisors
Illinois
$986K 185,686 – –
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$953K 179,494 +179,494 New
SEI Investments
143
SEI Investments
Pennsylvania
$943K 177,538 +129,945 +273%
Focus Partners Wealth
144
Focus Partners Wealth
Massachusetts
$927K 174,509 +157,443 +923%
DFCM
145
Dark Forest Capital Management
Puerto Rico
$926K 174,445 +163,845 +1,546%
SCM
146
Sterling Capital Management
North Carolina
$914K 172,097 +168,587 +4,803%
Stifel Financial
147
Stifel Financial
Missouri
$883K 166,335 +42,950 +35%
BWP
148
BSW Wealth Partners
Colorado
$877K 165,093 +35,029 +27%
Nomura Holdings
149
Nomura Holdings
Japan
$853K 160,625 +137,887 +606%
OF
150
Optimize Financial
California
$850K 160,097 +160,097 New
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