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505 hedge funds and large institutions have $4.73B invested in Lumen in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 132 increasing their positions, 123 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

556% more capital invested

Capital invested by funds: $721M → $4.73B (+$4.01B)

94% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 64

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more funds holding

Funds holding: 452505 (+53)

7% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 123

0.81% more ownership

Funds ownership: 64.7%65.51% (+0.81%)

14% less call options, than puts

Call options by funds: $220M | Put options by funds: $255M

Holders
505
Holders Change
+53
Holders Change %
+11.73%
% of All Funds
7.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
124
Increased
132
Reduced
123
Closed
64
Calls
$220M
Puts
$255M
Net Calls
-$35.3M
Net Calls Change
-$7.77M
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
226
GSA Capital Partners
United Kingdom
$183K +$110K +25,737 New
PCIA
227
Prime Capital Investment Advisors
Kansas
$173K +$16K +3,756 +18%
SPIA
228
Steward Partners Investment Advisory
New York
$173K +$5.04K +1,180 +5%
PI
229
PFG Investments
New York
$172K -$13.9K -3,245 -12%
BCM
230
Brookstone Capital Management
Illinois
$170K -$2.26K -529 -2%
GT
231
Glenmede Trust
Pennsylvania
$170K +$34.8K +8,152 +52%
DZ Bank
232
DZ Bank
Germany
$167K +$101K +23,565 New
CS
233
Candriam SCA
Luxembourg
$166K +$99.9K +23,408 New
FCBT
234
First Citizens Bank & Trust
North Carolina
$163K -$98.6K -23,098 -50%
BMO
235
Beck Mack & Oliver
New York
$163K
Nomura Holdings
236
Nomura Holdings
Japan
$161K +$39.3K +9,202 +68%
SS
237
Sunbelt Securities
Texas
$157K +$751 +176 +0.8%
CWM
238
Cornerstone Wealth Management
Missouri
$156K +$19.2K +4,500 +26%
KAS
239
Kestra Advisory Services
Texas
$155K -$11.3K -2,643 -11%
AB
240
Atlas Brown
Kentucky
$153K -$91.8K -21,512 -50%
AHL
241
Abel Hall LLC
Louisiana
$151K +$90.9K +21,297 New
MA
242
Mutual Advisors
Nebraska
$148K -$40.3K -9,439 -29%
MCM
243
MAI Capital Management
Ohio
$144K +$40.2K +9,412 +87%
PSP
244
Pacific Sage Partners
Washington
$144K -$56K -13,116 -39%
QPW
245
Quantum Private Wealth
Florida
$142K
AAS
246
Avantax Advisory Services
Texas
$135K +$12.1K +2,839 +18%
SAM
247
Secure Asset Management
Michigan
$130K +$5.14K +1,205 +7%
FWP
248
FAS Wealth Partners
Kansas
$129K
Envestnet Portfolio Solutions
249
Envestnet Portfolio Solutions
Illinois
$128K -$76K -17,793 -50%
CA
250
CoreCap Advisors
Michigan
$128K +$76.9K +18,002 New