631 hedge funds and large institutions have $1.96B invested in Lumen in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 192 increasing their positions, 222 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-118
Holders Change %
-15.75%
% of All Funds
10.1%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
91
Increased
192
Reduced
222
Closed
193
Calls
$27.1M
Puts
$52.1M
Net Calls
-$25M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
API
276
Advisor Partners II
California
$101K +$14K +5,288 +16%
HI
277
Humankind Investments
New York
$101K +$33K +12,440 +49%
MA
278
Mutual Advisors
Nebraska
$99.6K -$238K -89,706 -70%
JF
279
Jump Financial
Illinois
$99.4K +$31.3K +11,796 +46%
CMF
280
Counterpoint Mutual Funds
California
$96.5K +$96.5K +36,402 New
WB
281
West Bancorporation
Iowa
$96.5K
MAM
282
Meeder Asset Management
Ohio
$95.8K +$95.8K +36,157 New
DA
283
Duality Advisers
Florida
$95.7K -$1.8M -680,402 -95%
BG
284
Benedetti & Gucer
Georgia
$95K +$95K +35,835 New
MNBTD
285
Moody National Bank Trust Division
Texas
$94.4K -$25.1K -9,487 -21%
SP
286
Symmetry Partners
Connecticut
$94K
SC
287
Savant Capital
Illinois
$93.3K +$40.9K +15,445 +78%
CP
288
Camelot Portfolios
Ohio
$93K -$3.41K -1,287 -4%
AWM
289
Avior Wealth Management
Nebraska
$92.9K -$50.1K -18,905 -35%
EGM
290
Engineers Gate Manager
New York
$92.5K +$2.22K +838 +2%
KPWS
291
Kestra Private Wealth Services
Texas
$92.5K -$3.81K -1,438 -4%
DWM
292
Drive Wealth Management
Utah
$92.4K -$11.1K -4,204 -11%
CWM
293
Cornerstone Wealth Management
Missouri
$89.3K +$89.3K +33,691 New
William Blair & Company
294
William Blair & Company
Illinois
$89.2K +$28.4K +10,722 +47%
QCG
295
Quadrant Capital Group
Ohio
$86.3K +$74.9K +28,250 +655%
CIA
296
Cladis Investment Advisory
Montana
$84.9K +$22.5K +8,500 +36%
HGWM
297
Horst & Graben Wealth Management
Oregon
$84K +$84K +31,740 New
WSC
298
Wellington Shields & Co
New York
$83.9K -$7.82K -2,950 -9%
First Manhattan
299
First Manhattan
New York
$83K -$11.4K -4,316 -12%
AWS
300
Atria Wealth Solutions
New York
$82K -$21.6K -8,160 -21%