489 hedge funds and large institutions have $1.26B invested in Lumen in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 106 increasing their positions, 180 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
-10
Holders Change %
-2%
% of All Funds
7.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
82
Increased
106
Reduced
180
Closed
86
Calls
$18.3M
Puts
$96.9M
Net Calls
-$78.6M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
251
Laird Norton Wetherby Wealth Management
California
$30.2K +$11K +6,004 +57%
NP
252
NorthRock Partners
Minnesota
$29.4K +$7.22K +3,943 +33%
GI
253
GAMCO Investors
Connecticut
$29.3K -$14.6K -8,000 -33%
Qube Research & Technologies (QRT)
254
Qube Research & Technologies (QRT)
United Kingdom
$29.2K
AF
255
Allworth Financial
California
$29.1K -$2.26K -1,234 -7%
WSC
256
Wellington Shields & Co
New York
$28.9K -$2.37K -1,295 -8%
HNB
257
Huntington National Bank
Ohio
$28K -$1.48K -810 -5%
RFA
258
Resurgent Financial Advisors
Georgia
$27.5K -$69.5K -38,000 -72%
FFWM
259
Future Financial Wealth Management
Ohio
$27.5K -$8.71K -4,761 -24%
SCTC
260
Sanibel Captiva Trust Company
Florida
$27.5K +$27.5K +15,000 New
BJL
261
Brighton Jones LLC
Washington
$26.7K +$26.7K +14,575 New
P
262
&Partners
Tennessee
$26.2K -$47.9K -26,200 -65%
PIC
263
Portland Investment Counsel
Ontario, Canada
$26K -$9.29K -5,000 -26%
TC
264
TownSquare Capital
Utah
$25.7K +$834 +456 +3%
SWA
265
Strategies Wealth Advisors
Michigan
$25.7K +$25.7K +14,027 New
HI
266
Humankind Investments
New York
$25.5K +$5.65K +3,089 +28%
SG
267
StoneX Group
New York
$25.4K +$25.4K +13,863 New
WC
268
Wexford Capital
Florida
$24.5K +$24.5K +13,380 New
KWA
269
Kingswood Wealth Advisors
California
$24.2K +$24.2K +13,221 New
TWM
270
Tradition Wealth Management
Minnesota
$24K +$3.21K +1,784 +15%
HAG
271
HighPoint Advisor Group
Illinois
$24K +$24K +14,714 New
AAS
272
Avantax Advisory Services
Texas
$23.7K -$11K -5,988 -32%
IFAM
273
Institutional & Family Asset Management
Colorado
$23.4K
BRWA
274
B. Riley Wealth Advisors
Florida
$23.3K -$13K -7,093 -36%
MCM
275
MAI Capital Management
Ohio
$23.2K -$3.54K -1,934 -13%