482 hedge funds and large institutions have $1.06B invested in Lumen in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 115 increasing their positions, 150 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-7
Holders Change %
-1.43%
% of All Funds
6.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
64
Increased
115
Reduced
150
Closed
65
Calls
$20.1M
Puts
$60.5M
Net Calls
-$40.5M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
276
Avidian Wealth Enterprises
Texas
$18.3K +$780 +500 +4%
I
277
INVST
Indiana
$18K +$36 +25 +0.2%
BG
278
Benedetti & Gucer
Georgia
$18K -$27.2K -17,169 -60%
HAG
279
HighPoint Advisor Group
Illinois
$18K -$801 -627 -4%
LNC
280
Lincoln National Corp
Pennsylvania
$18K +$27 +17 +0.1%
DWAM
281
Duncan Williams Asset Management
Tennessee
$17.9K +$17.9K +11,500 New
PWM
282
Perigon Wealth Management
California
$17.6K +$17.6K +11,269 New
S
283
SignatureFD
Georgia
$17.6K +$4.12K +2,642 +31%
SPC
284
Sigma Planning Corp
Michigan
$17.2K +$17.2K +11,007 New
MCM
285
MAI Capital Management
Ohio
$17.1K -$2.72K -1,744 -14%
CI
286
Cigna Investments
Connecticut
$17K
VBFP
287
Valtinson Bruner Financial Planning
Minnesota
$17K +$17K +10,877 New
AWS
288
Atria Wealth Solutions
New York
$16.8K -$555 -356 -3%
SGC
289
Slocum, Gordon & Co
Rhode Island
$16.7K -$156 -100 -0.9%
SWP
290
Stratos Wealth Partners
Ohio
$16.7K +$860 +551 +5%
SFA
291
Sequoia Financial Advisors
Ohio
$16.7K +$16.7K +10,698 New
KFGK
292
Keystone Financial Group (Kentucky)
Kentucky
$16.6K -$126 -81 -0.8%
CWM
293
Congress Wealth Management
Massachusetts
$16.6K -$190 -122 -1%
CF
294
Cantor Fitzgerald
New York
$16.5K
CB
295
Cadence Bank
Mississippi
$16.3K +$16.3K +10,464 New
AWA
296
Arbor Wealth Advisors
Michigan
$16.3K +$16.3K +10,459 New
EFG
297
Everhart Financial Group
Ohio
$16.1K +$16.1K +10,336 New
AAS
298
Avantax Advisory Services
Texas
$15.8K -$4.37K -2,803 -22%
GDP
299
Great Diamond Partners
Maine
$15.8K +$15.8K +10,100 New
Luther King Capital Management (LKCM)
300
Luther King Capital Management (LKCM)
Texas
$15.6K