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 %
MWM
276
Modera Wealth Management
New Jersey
$23.1K
HM
277
Harvest Management
New York
$22.9K
DMBA
278
Deseret Mutual Benefit Administrators
Utah
$22.5K -$4.71K -2,576 -17%
CPIG
279
Chicago Partners Investment Group
Illinois
$21.9K +$39 +29 +0.2%
AHL
280
Abel Hall LLC
Louisiana
$21.5K +$21.5K +11,765 New
MG
281
Mather Group
Illinois
$21.3K -$5.86K -3,202 -22%
AWA
282
Arkadios Wealth Advisors
Georgia
$21.3K -$5.56K -3,038 -21%
LNC
283
Lincoln National Corp
Pennsylvania
$21.1K -$6.73K -3,676 -24%
Wealthfront Advisers
284
Wealthfront Advisers
California
$20.9K +$20.9K +11,432 New
FCP
285
Fidelis Capital Partners
Florida
$20.8K -$41.6K -22,752 -67%
AWE
286
Avidian Wealth Enterprises
Texas
$20.6K
QPWM
287
Quadrant Private Wealth Management
Pennsylvania
$20.4K
AWS
288
Atria Wealth Solutions
New York
$20.3K +$20.3K +11,101 New
HSA
289
HBK Sorce Advisory
Pennsylvania
$20.3K +$20.3K +11,090 New
CI
290
Cigna Investments
Connecticut
$20K
SGC
291
Slocum, Gordon & Co
Rhode Island
$19.8K
KFGK
292
Keystone Financial Group (Kentucky)
Kentucky
$19.7K +$19.7K +10,749 New
SAM
293
Sawgrass Asset Management
Florida
$19.7K +$19.7K +10,748 New
CWM
294
Congress Wealth Management
Massachusetts
$19.7K -$1.69K -924 -8%
AWM
295
Apollon Wealth Management
South Carolina
$19.5K +$19.5K +10,664 New
PFA
296
Pure Financial Advisors
California
$19.5K +$19.5K +10,661 New
CF
297
Cantor Fitzgerald
New York
$19.3K +$19.3K +10,573 New
DWM
298
Drive Wealth Management
Utah
$19.1K -$20.2K -11,019 -51%
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$19K +$924 +498 +5%
CI Investments Inc
300
CI Investments Inc
Ontario, Canada
$19K +$1K +545 +6%