LUMN icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$205M 144,691,057 +2,366,301 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$167M 117,400,489 +2,404,674 +2%
State Street
3
State Street
Massachusetts
$73.4M 51,661,381 +896,045 +2%
First Trust Advisors
4
First Trust Advisors
Illinois
$38.3M 26,953,610 +1,366,119 +5%
Invesco
5
Invesco
Georgia
$31.6M 22,272,831 +3,071,405 +16%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$31.3M 21,698,150 +3,713,167 +21%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$29.2M 20,553,719 +1,552,803 +8%
Charles Schwab
8
Charles Schwab
California
$29.1M 20,521,752 +5,239,967 +34%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$27.6M 19,433,114 +2,060,700 +12%
Two Sigma Investments
10
Two Sigma Investments
New York
$24.1M 16,954,420 +987,349 +6%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$20.5M 14,451,501 +7,321,182 +103%
Morgan Stanley
12
Morgan Stanley
New York
$18.9M 13,310,936 -270,285 -2%
Northern Trust
13
Northern Trust
Illinois
$17.5M 12,317,154 +865,108 +8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$13.3M 9,384,282 -116,461 -1%
Millennium Management
15
Millennium Management
New York
$10.9M 7,651,918 +5,470,544 +251%
Goldman Sachs
16
Goldman Sachs
New York
$9.86M 6,943,765 +1,542,286 +29%
PCM
17
Palestra Capital Management
New York
$9.27M 6,530,000 +5,795,000 +788%
FSCM
18
Front Street Capital Management
Montana
$8.67M 6,163,996 +1,567,439 +34%
Barclays
19
Barclays
United Kingdom
$8.08M 5,690,137 +40,589 +0.7%
Principal Financial Group
20
Principal Financial Group
Iowa
$7.71M 5,433,036 +173,547 +3%
ETC
21
Exchange Traded Concepts
Oklahoma
$5.57M 3,920,800 +568,761 +17%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$5.57M 3,919,056 -6,446,433 -62%
Ameriprise
23
Ameriprise
Minnesota
$5.52M 3,889,271 -331,320 -8%
QP
24
Quilter Plc
United Kingdom
$5.49M 5,500 – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$5.4M 3,800,387 -9,451,880 -71%
1
2 3 4 5