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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Accurate Wealth Management
Florida
$57.8K -$582 -410 -1%
P
202
&Partners
Tennessee
$57.5K -$19.2K -13,525 -25%
SPWM
203
Straight Path Wealth Management
Michigan
$56.8K – – –
Wealth Enhancement Advisory Services
204
Wealth Enhancement Advisory Services
Minnesota
$55.6K +$55.6K +39,161 New
M&T Bank
205
M&T Bank
New York
$53.7K -$40.3K -28,385 -43%
HI
206
Horizon Investments
North Carolina
$53.3K – – –
AWM
207
Avior Wealth Management
Nebraska
$53.1K -$151 -106 -0.3%
WB
208
West Bancorporation
Iowa
$51.7K – – –
ABLA
209
Alan B. Lancz & Associates
Ohio
$49.6K -$7.53K -5,300 -13%
VCG
210
Vantage Consulting Group
Virginia
$48.8K +$6.4K +4,510 +15%
SA
211
Syntax Advisors
New York
$48.8K +$6.4K +4,510 +15%
FCP
212
Fidelis Capital Partners
Florida
$48.5K +$48.5K +34,130 New
PLU
213
Performa Ltd (US)
South Carolina
$48.3K +$14.2K +10,000 +42%
BG
214
Benedetti & Gucer
Georgia
$46K -$1.71K -1,203 -4%
BCM
215
Brookstone Capital Management
Illinois
$44.8K -$19.5K -14,037 -30%
AWM
216
AE Wealth Management
Kansas
$44.5K -$317K -222,923 -88%
PSP
217
Pacific Sage Partners
Washington
$44.5K +$7.1K +5,000 +19%
UCFA
218
United Capital Financial Advisors
Texas
$43.5K -$2.13K -1,501 -5%
DFCM
219
Dark Forest Capital Management
Puerto Rico
$43.5K +$43.5K +30,612 New
DI
220
Diligent Investors
California
$43.5K -$2.77K -1,950 -6%
FTDI
221
First Trust Direct Indexing
Massachusetts
$43.1K -$63.5K -44,725 -60%
MAS
222
Meeder Advisory Services
Ohio
$43.1K -$8.79K -6,193 -17%
Walleye Capital
223
Walleye Capital
New York
$40.6K +$40.6K +28,620 New
LWP
224
LMG Wealth Partners
Louisiana
$40.4K -$400 -282 -1%
First Manhattan
225
First Manhattan
New York
$40.3K -$2.34K -1,650 -5%
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