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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
NMERB
276
New Mexico Educational Retirement Board
New Mexico
$924K -$45.1K -3,800 -5%
SFS
277
Sowell Financial Services
Arkansas
$903K +$859K +72,345 New
WS
278
Wedbush Securities
California
$891K -$26.7K -2,245 -3%
SCA
279
Snowden Capital Advisors
New York
$879K -$125K -10,557 -13%
TAF
280
Tredje AP-fonden
Sweden
$874K -$933K -78,527 -53%
AIMCA
281
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$866K +$273K +23,000 +50%
WSTAM
282
Wilbanks Smith & Thomas Asset Management
Virginia
$858K -$85K -7,160 -9%
BCA
283
Bay Colony Advisors
Massachusetts
$833K
ATFA
284
All Terrain Financial Advisors
Minnesota
$831K +$59 +5 +0%
MCIM
285
Meadow Creek Investment Management
Georgia
$815K -$89.1K -7,504 -10%
COPPSERS
286
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$785K +$78.1K +6,579 +12%
LIA
287
LS Investment Advisors
Michigan
$782K
SS
288
Sunbelt Securities
Texas
$781K +$743K +62,556 New
PCM
289
Penserra Capital Management
California
$775K +$155K +13,068 +27%
MF
290
Magnetar Financial
Illinois
$773K +$201K +16,958 +38%
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$765K -$48K -4,040 -6%
SMDAM
292
Sumitomo Mitsui DS Asset Management
Japan
$759K +$121K +10,150 +20%
AQR Capital Management
293
AQR Capital Management
Connecticut
$752K -$8.94M -752,805 -93%
Balyasny Asset Management
294
Balyasny Asset Management
Illinois
$742K -$1.41M -118,482 -67%
CMBA
295
C.M. Bidwell & Associates
Hawaii
$740K +$10.2K +860 +1%
JIC
296
Johnson Investment Counsel
Ohio
$731K +$696K +58,575 New
SPIA
297
Steward Partners Investment Advisory
New York
$726K -$294K -24,789 -30%
US Bancorp
298
US Bancorp
Minnesota
$724K -$382K -32,169 -36%
SBH
299
Segall Bryant & Hamill
Illinois
$720K -$99.8K -8,400 -13%
SAM
300
Shell Asset Management
Netherlands
$719K