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Lumen
LUMN

Overview Fund Activity

550 hedge funds and large institutions have $3.78B invested in Lumen in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 156 increasing their positions, 154 reducing their positions, and 64 closing their positions.

Holders
550
Holders Change
+49
Holders Change %
+9.78%
% of All Funds
7.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
117
Increased
156
Reduced
154
Closed
64
Calls
$137M
Puts
$182M
Net Calls
-$44.5M
Net Calls Change
-$9.22M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$63.6M
2
LAII
2
LM Asset (IM) Inc
British Columbia, Canada
$46.8M
3
HAI
3
Hennessy Advisors Inc
California
$45.1M
4
UBS Group
4
UBS Group
Switzerland
$51.1M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$52.1M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$580M
2
Charles Schwab
2
Charles Schwab
California
$141M
3
Barclays
3
Barclays
United Kingdom
$13.1M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$67.6M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$786M 148,072,693 -578,595 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$580M 109,301,827 -7,474,123 -6%
State Street
3
State Street
Massachusetts
$267M 50,192,361 -378,013 -0.7%
Charles Schwab
4
Charles Schwab
California
$141M 26,472,492 -4,339,320 -14%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$124M 23,366,279 +21,966 +0.1%
First Trust Advisors
6
First Trust Advisors
Illinois
$96.8M 18,232,078 -1,621,721 -8%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$95.7M 17,749,792 -468,241 -3%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$67.6M 12,725,190 -2,529,276 -17%
Northern Trust
9
Northern Trust
Illinois
$65.6M 12,354,499 +982,206 +9%
Norges Bank
10
Norges Bank
Norway
$63.6M 11,984,593 +11,984,593 New
Morgan Stanley
11
Morgan Stanley
New York
$63M 11,856,095 -640,620 -5%
FSCM
12
Front Street Capital Management
Montana
$62.8M 11,825,502 +15,757 +0.1%
Renaissance Technologies
13
Renaissance Technologies
New York
$61.9M 11,664,009 +5,049,709 +76%
PCM
14
Palestra Capital Management
New York
$59.3M 11,167,585 – –
Goldman Sachs
15
Goldman Sachs
New York
$56.5M 10,647,853 +1,721,342 +19%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$52.1M 9,812,495 +7,717,596 +368%
UBS Group
17
UBS Group
Switzerland
$51.1M 9,631,095 +8,000,597 +491%
Citadel Advisors
18
Citadel Advisors
Florida
$48.8M 9,187,462 +5,714,620 +165%
Two Sigma Investments
19
Two Sigma Investments
New York
$47M 8,856,838 -1,552,415 -15%
LAII
20
LM Asset (IM) Inc
British Columbia, Canada
$46.8M 8,807,000 +8,807,000 New
HAI
21
Hennessy Advisors Inc
California
$45.1M 8,491,400 +8,491,400 New
Allianz Asset Management
22
Allianz Asset Management
Germany
$41.4M 7,790,277 +1,710,373 +28%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$39.9M 7,505,114 -1,315,100 -15%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$37.4M 7,036,283 -1,465,646 -17%
Millennium Management
25
Millennium Management
New York
$30.5M 5,744,368 +4,614,340 +408%
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