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Lumen
LUMN

Overview Fund Activity

550 hedge funds and large institutions have $1.61B invested in Lumen in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 142 increasing their positions, 226 reducing their positions, and 138 closing their positions.

Holders
550
Holders Change
-81
Holders Change %
-12.84%
% of All Funds
8.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
61
Increased
142
Reduced
226
Closed
138
Calls
$17.2M
Puts
$61.8M
Net Calls
-$44.7M
Net Calls Change
-$19.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$322M
2
Citadel Advisors
2
Citadel Advisors
Florida
$26.6M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$39.3M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$36.1M
5
State Street
5
State Street
Massachusetts
$115M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.28M
3
JAM
3
Jupiter Asset Management
United Kingdom
$1.42M
4
Morgan Stanley
4
Morgan Stanley
New York
$30.7M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$23.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$322M 142,324,756 +30,446,600 +27%
Vanguard Group
2
Vanguard Group
Pennsylvania
$260M 114,995,815 +2,161,578 +2%
State Street
3
State Street
Massachusetts
$115M 50,765,336 +5,730,305 +13%
First Trust Advisors
4
First Trust Advisors
Illinois
$57.8M 25,587,491 -1,036,287 -4%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$50.1M 22,146,474 -807,731 -4%
Invesco
6
Invesco
Georgia
$43.4M 19,201,426 +3,253,499 +20%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$42.9M 19,000,916 +5,001,053 +36%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$41M 17,984,983 -3,114,487 -15%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$39.3M 17,372,414 +7,263,200 +72%
Two Sigma Investments
10
Two Sigma Investments
New York
$36.1M 15,967,071 +6,302,414 +65%
Charles Schwab
11
Charles Schwab
California
$34.5M 15,281,785 +5,103,612 +50%
Morgan Stanley
12
Morgan Stanley
New York
$30.7M 13,581,221 -7,904,479 -37%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$30M 13,252,267 +961,774 +8%
Citadel Advisors
14
Citadel Advisors
Florida
$26.6M 11,752,036 +10,042,617 +587%
Northern Trust
15
Northern Trust
Illinois
$25.9M 11,452,046 +4,425,560 +63%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$23.4M 10,365,489 -6,147,747 -37%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$21.5M 9,500,743 +765,158 +9%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$16.1M 7,130,319 +4,206,269 +144%
Norges Bank
19
Norges Bank
Norway
$15.8M 6,997,647 +650,000 +10%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$13.3M 5,870,059 -818,877 -12%
Barclays
21
Barclays
United Kingdom
$12.8M 5,649,548 -535,181 -9%
Goldman Sachs
22
Goldman Sachs
New York
$12.2M 5,401,479 +1,816,848 +51%
Principal Financial Group
23
Principal Financial Group
Iowa
$11.9M 5,259,489 -302,852 -5%
FSCM
24
Front Street Capital Management
Montana
$10.4M 4,596,557 +635,598 +16%
Ameriprise
25
Ameriprise
Minnesota
$9.54M 4,220,591 -382,587 -8%
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