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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.

New
Increased
Maintained
Reduced
Closed
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 %
VCG
201
Vantage Consulting Group
Virginia
$60.5K -$2.45K -1,336 -4%
PSP
202
Pacific Sage Partners
Washington
$59.3K +$1.89K +1,031 +3%
ABLA
203
Alan B. Lancz & Associates
Ohio
$57.4K -$6.5K -3,550 -10%
CLOS
204
Compagnie Lombard Odier SCmA
Switzerland
$54.9K +$14.6K +8,000 +36%
BCM
205
Brookstone Capital Management
Illinois
$54.5K -$4.55K -2,488 -8%
BP
206
Ballentine Partners
Massachusetts
$53.5K +$31.3K +17,084 +140%
IAP
207
Indie Asset Partners
Indiana
$53.1K +$8.24K +4,500 +18%
AWM
208
Accurate Wealth Management
Florida
$53K -$11.3K -7,150 -18%
BG
209
Benedetti & Gucer
Georgia
$52.2K -$7.05K -3,851 -12%
LWP
210
LMG Wealth Partners
Louisiana
$52.1K – – –
C
211
Covestor
United Kingdom
$51K +$9K +4,918 +21%
FWP
212
FAS Wealth Partners
Kansas
$50.2K +$1.36K +741 +3%
US Bancorp
213
US Bancorp
Minnesota
$50K +$37.6K +20,568 +303%
BTI
214
Blue Trust Inc
Georgia
$50K +$30 +21 +0.1%
CCM
215
Coldstream Capital Management
Washington
$49.8K +$49.8K +27,198 New
RPWA
216
Regent Peak Wealth Advisors
Georgia
$49.3K +$49.3K +26,921 New
SRC
217
Sage Rhino Capital
California
$48.5K +$7.41K +4,051 +18%
Truist Financial
218
Truist Financial
North Carolina
$47.3K -$375K -205,053 -89%
MA
219
Mutual Advisors
Nebraska
$46.7K -$2.16K -1,181 -4%
KAS
220
Kestra Advisory Services
Texas
$46.3K -$57.1K -31,176 -55%
NFSG
221
Newbridge Financial Services Group
Florida
$45.5K -$5.13K -2,802 -10%
SPIA
222
Steward Partners Investment Advisory
New York
$45.4K -$776 -424 -2%
IWM
223
IHT Wealth Management
Illinois
$44.8K -$4.42K -2,414 -9%
DI
224
Diligent Investors
California
$44.5K -$11.5K -6,300 -21%
ZIM
225
Zacks Investment Management
Illinois
$43.5K -$957 -523 -2%
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