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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.

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 %
FB
201
Fulton Bank
Pennsylvania
$48.1K +$48.1K +30,803 New
C
202
Covestor
United Kingdom
$47K +$3.97K +2,569 +9%
CLOS
203
Compagnie Lombard Odier SCmA
Switzerland
$46.8K – – –
Envestnet Portfolio Solutions
204
Envestnet Portfolio Solutions
Illinois
$45.4K +$45.4K +29,102 New
VCG
205
Vantage Consulting Group
Virginia
$45.2K -$6.33K -4,060 -12%
LWP
206
LMG Wealth Partners
Louisiana
$44.4K – – –
YIH
207
Y-Intercept (HK)
Hong Kong
$44K +$44K +28,213 New
CCM
208
Coldstream Capital Management
Washington
$43.9K +$1.45K +927 +3%
IC
209
IEQ Capital
California
$43.2K +$43.2K +27,710 New
PI
210
PFG Investments
New York
$43.1K +$43.1K +27,637 New
BP
211
Ballentine Partners
Massachusetts
$42.8K -$2.83K -1,815 -6%
M&T Bank
212
M&T Bank
New York
$42.5K +$7.48K +4,787 +21%
BCM
213
Brookstone Capital Management
Illinois
$40.7K -$5.75K -3,684 -12%
US Bancorp
214
US Bancorp
Minnesota
$40.2K -$2.43K -1,557 -6%
KAS
215
Kestra Advisory Services
Texas
$40.1K +$690 +442 +2%
GT
216
Glenmede Trust
Pennsylvania
$40.1K +$10.2K +6,564 +34%
Teacher Retirement System of Texas
217
Teacher Retirement System of Texas
Texas
$40K -$31.7K -20,310 -44%
SOW
218
State of Wyoming
Wyoming
$39.8K -$39.7K -25,430 -50%
SI
219
Stephens Inc
Arkansas
$39.2K -$14K -8,996 -26%
TRCT
220
Tower Research Capital (TRC)
New York
$38.6K -$127K -81,134 -77%
GM
221
GeoWealth Management
Illinois
$38.5K +$38.5K +24,704 New
RJFSA
222
Raymond James Financial Services Advisors
Florida
$37.2K -$16.5K -10,553 -31%
UCFA
223
United Capital Financial Advisors
Texas
$36.8K +$10.6K +6,776 +40%
NFSG
224
Newbridge Financial Services Group
Florida
$36.6K -$2.19K -1,401 -6%
SPIA
225
Steward Partners Investment Advisory
New York
$36.3K -$2.44K -1,561 -6%
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