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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
SA
251
Sanctuary Advisors
Indiana
$126K -$20.3K -4,763 -23%
CCM
252
Coldstream Capital Management
Washington
$125K +$75.1K +17,599 New
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$124K -$65.7K -15,378 -47%
LP
254
LMR Partners
United Kingdom
$122K +$73.5K +17,208 New
Focus Partners Wealth
255
Focus Partners Wealth
Massachusetts
$121K +$72.9K +17,066 New
Balyasny Asset Management
256
Balyasny Asset Management
Illinois
$118K +$70.9K +16,595 New
WSC
257
Wellington Shields & Co
New York
$114K
FFM
258
Forum Financial Management
Illinois
$113K +$68.2K +15,971 New
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$111K +$22.2K +5,202 +50%
Walleye Trading
260
Walleye Trading
New York
$111K +$66.5K +15,564 New
American Century Companies
261
American Century Companies
Missouri
$110K +$65.9K +15,437 New
HSA
262
HBK Sorce Advisory
Pennsylvania
$108K +$6.2K +1,451 +11%
US Bancorp
263
US Bancorp
Minnesota
$107K +$10K +2,350 +19%
SCTC
264
Sanibel Captiva Trust Company
Florida
$107K
MLIC
265
Mandatum Life Insurance Company
Finland
$106K -$26.9K -6,306 -30%
SAM
266
Sawgrass Asset Management
Florida
$106K -$33.6K -7,881 -35%
CAM
267
Cresset Asset Management
Illinois
$104K +$16.3K +3,809 +35%
GT
268
Greenleaf Trust
Michigan
$98.6K +$59.3K +13,888 New
SWP
269
Stratos Wealth Partners
Ohio
$96.5K +$5.17K +1,212 +10%
HAG
270
HighPoint Advisor Group
Illinois
$96.1K +$1.58K +370 +3%
AWA
271
Arkadios Wealth Advisors
Georgia
$94.9K +$10.9K +2,554 +24%
PF
272
Phoenix Financial
Israel
$94.7K +$56.9K +13,335 New
FIA
273
Foundations Investment Advisors
Arizona
$93.2K -$2.04K -477 -4%
Kovitz Investment Group Partners
274
Kovitz Investment Group Partners
Illinois
$92.9K +$109K +25,416 New
LNWWM
275
Laird Norton Wetherby Wealth Management
California
$92.8K +$2.87K +671 +5%