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Lumen
LUMN

Overview Fund Activity

482 hedge funds and large institutions have $1.06B invested in Lumen in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 115 increasing their positions, 150 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-7
Holders Change %
-1.43%
% of All Funds
6.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
64
Increased
115
Reduced
150
Closed
65
Calls
$20.1M
Puts
$60.5M
Net Calls
-$40.5M
Net Calls Change
+$38.1M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$48.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$12.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$12.1M
4
FSCM
4
Front Street Capital Management
Montana
$14M
5
BCM
5
Brigade Capital Management
New York
$3.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.2M
2
Invesco
2
Invesco
Georgia
$19.4M
3
ETC
3
Exchange Traded Concepts
Oklahoma
$0
4
BlackRock
4
BlackRock
New York
$232M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$21.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
176
Corient Private Wealth
Florida
$72.1K -$69.6K -44,641 -49%
SCM
177
Shelton Capital Management
Colorado
$70.9K -$11K -7,042 -13%
Norges Bank
178
Norges Bank
Norway
$70.5K – – –
GAM
179
Gotham Asset Management
New York
$69.2K +$69.2K +44,343 New
AB
180
Atlas Brown
Kentucky
$67.3K – – –
Baird Financial Group
181
Baird Financial Group
Wisconsin
$63.8K +$63.8K +40,912 New
ASN
182
Advisory Services Network
Georgia
$63K -$26.9K -17,275 -30%
SPWM
183
Straight Path Wealth Management
Michigan
$62.4K – – –
FCBT
184
First Citizens Bank & Trust
North Carolina
$61.4K +$61.4K +39,357 New
FTDI
185
First Trust Direct Indexing
Massachusetts
$60.6K +$6.12K +3,924 +11%
AFG
186
Atomi Financial Group
New York
$59.9K -$33.4K -21,417 -36%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$58.6K -$94.1K -60,312 -62%
VIM
188
Vinva Investment Management
Australia
$58.6K +$58.6K +24,511 New
Pathstone Holdings
189
Pathstone Holdings
New Jersey
$58.6K +$2.9K +1,861 +5%
NMM
190
Naples Money Management
Florida
$58K -$29.6K -19,000 -34%
GFA
191
Gallagher Fiduciary Advisors
Illinois
$56.6K +$56.6K +36,251 New
CPIG
192
Chicago Partners Investment Group
Illinois
$55.9K +$33.8K +24,882 +154%
LNWWM
193
Laird Norton Wetherby Wealth Management
California
$55.4K +$29.6K +18,974 +115%
AWM
194
Avior Wealth Management
Nebraska
$54.8K -$7.47K -4,789 -12%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$53.8K -$2.65K -1,698 -5%
QCG
196
Quadrant Capital Group
Ohio
$53.3K +$18.5K +11,834 +53%
MA
197
Mutual Advisors
Nebraska
$52.6K +$12.8K +8,189 +32%
PSP
198
Pacific Sage Partners
Washington
$50.5K – – –
Nomura Asset Management
199
Nomura Asset Management
Japan
$49.9K -$76.4K -49,000 -60%
IWM
200
IHT Wealth Management
Illinois
$48.9K +$10.7K +6,842 +28%
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