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.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+49
Holders Change %
+9.78%
% of All Funds
7.32%
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
Name Holding Trade Value Shares
Change
Shares
Change %
VI
226
Vestcor Inc
New Brunswick, Canada
$245K +$245K +46,114 New
Neuberger Berman Group
227
Neuberger Berman Group
New York
$245K -$25.5K -4,811 -9%
MAM
228
Martingale Asset Management
Massachusetts
$243K +$243K +45,780 New
CLOS
229
Compagnie Lombard Odier SCmA
Switzerland
$239K +$79.7K +15,000 +50%
Cambridge Investment Research Advisors
230
Cambridge Investment Research Advisors
Iowa
$238K -$11.4K -2,144 -5%
SRC
231
Sage Rhino Capital
California
$238K +$6.43K +1,211 +3%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$231K +$881 +166 +0.4%
WS
233
Wedbush Securities
California
$230K +$4.75K +895 +2%
BC
234
Bayforest Capital
United Kingdom
$228K +$228K +43,006 New
AWM
235
Avior Wealth Management
Nebraska
$222K +$14.1K +2,657 +7%
DA
236
DCM Advisors
New York
$221K +$69.4K +13,072 +46%
CPIG
237
Chicago Partners Investment Group
Illinois
$217K -$7.59K -1,375 -3%
SCM
238
Shelton Capital Management
Colorado
$214K -$27.5K -5,186 -11%
PAG
239
Private Advisor Group
New Jersey
$208K -$9.65K -1,816 -4%
OC
240
Oppenheimer & Co
New York
$207K +$16.5K +3,109 +9%
Corient Private Wealth
241
Corient Private Wealth
Florida
$194K -$59.4K -11,182 -23%
Envestnet Asset Management
242
Envestnet Asset Management
Illinois
$184K -$6.05K -1,140 -3%
ECM
243
Everence Capital Management
Indiana
$184K -$681K -128,110 -79%
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$182K +$13K +2,457 +8%
SS
245
SBI Securities
Japan
$181K +$181K +34,038 New
SFC
246
Strategic Financial Concepts
Texas
$179K -$106 -20 -0.1%
Baird Financial Group
247
Baird Financial Group
Wisconsin
$179K +$8.4K +1,581 +5%
ASN
248
Advisory Services Network
Georgia
$172K -$31K -5,835 -15%
PIM
249
Plato Investment Management
Australia
$171K -$24.7K -4,636 -13%
Nomura Asset Management
250
Nomura Asset Management
Japan
$170K