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690 hedge funds and large institutions have $10.3B invested in Lumen in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 256 increasing their positions, 237 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

8% more capital invested

Capital invested by funds: $9.51B → $10.3B (+$798M)

1.51% more ownership

Funds ownership: 74.22%75.73% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 237

2% less funds holding

Funds holding: 706690 (-16)

14% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 85

50% less call options, than puts

Call options by funds: $176M | Put options by funds: $356M

Holders
690
Holders Change
-16
Holders Change %
-2.27%
% of All Funds
15.13%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
73
Increased
256
Reduced
237
Closed
85
Calls
$176M
Puts
$356M
Net Calls
-$180M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
251
Wolverine Asset Management
Illinois
$1.26M -$2.14K -180 -0.2%
SAM
252
Securian Asset Management
Minnesota
$1.25M +$18.7K +1,577 +2%
NAM
253
Nissay Asset Management
Japan
$1.25M +$54.6K +4,600 +5%
IMPI
254
Ilmarinen Mutual Pension Insurance
Finland
$1.25M +$1.19M +99,900 New
BB
255
Bell Bank
North Dakota
$1.24M -$1.79K -151 -0.2%
GI
256
GAMCO Investors
Connecticut
$1.23M -$328K -27,586 -22%
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$1.22M -$42.2K -3,556 -4%
LCM
258
Landscape Capital Management
New Jersey
$1.22M +$1.16M +97,508 New
UCFA
259
United Capital Financial Advisors
Texas
$1.21M +$28.7K +2,418 +3%
MME
260
Meag Munich Ergo
Germany
$1.18M +$405K +34,100 +55%
Wealthfront Advisers
261
Wealthfront Advisers
California
$1.16M +$163K +13,686 +17%
CAM
262
Cozad Asset Management
Illinois
$1.12M +$58.1K +4,890 +6%
TRSOTSOK
263
Teachers Retirement System of the State of Kentucky
Kentucky
$1.11M
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$1.11M +$11.2K +943 +1%
SMC
265
S. Muoio & Co
New York
$1.1M -$451K -38,000 -31%
Capstone Investment Advisors
266
Capstone Investment Advisors
New York
$1.1M -$777K -65,411 -43%
CWP
267
Capital Wealth Planning
Florida
$1.08M -$368K -31,027 -27%
SWP
268
Stratos Wealth Partners
Ohio
$1.05M -$97.1K -8,174 -9%
GIP
269
Greatmark Investment Partners
Georgia
$1.04M -$34K -2,862 -3%
MA
270
Mutual Advisors
Nebraska
$999K +$951K +80,087 New
GHCM
271
Glen Harbor Capital Management
California
$989K -$108K -9,112 -10%
RA
272
Rational Advisors
New York
$988K +$117K +9,848 +14%
First Manhattan
273
First Manhattan
New York
$973K -$14.3K -1,200 -2%
RGI
274
River Global Investors
United Kingdom
$937K -$356K -30,000 -29%
CG
275
Cutler Group
California
$934K -$490K -41,295 -36%