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 %
JFG
301
Jefferies Financial Group
New York
$80.3K -$172K -64,914 -68%
OC
302
Oppenheimer & Co
New York
$80.1K -$61.8K -23,313 -44%
SKK
303
Shepherd Kaplan Krochuk
Massachusetts
$80K
MTIM
304
Marathon Trading Investment Management
Pennsylvania
$79.5K -$409K -154,162 -84%
MCM
305
McRae Capital Management
New Jersey
$79.5K
Verition Fund Management
306
Verition Fund Management
Connecticut
$78.2K -$158K -59,460 -67%
SPC
307
Sigma Planning Corp
Michigan
$77.7K -$7.86K -2,964 -9%
CC
308
Corton Capital
Ontario, Canada
$77.1K +$19.3K +7,281 +33%
QPWM
309
Quadrant Private Wealth Management
Pennsylvania
$76.9K -$51.9K -19,591 -40%
VCA
310
Verdence Capital Advisors
Maryland
$76.8K -$192K -72,326 -71%
LWP
311
LMG Wealth Partners
Louisiana
$76.2K -$69 -26 -0.1%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$76K +$64.5K +24,316 +561%
GAA
313
Green Alpha Advisors
Colorado
$74.8K -$1.31K -496 -2%
CFGS
314
Concourse Financial Group Securities
Alabama
$74.5K -$3.41K -1,286 -4%
WG
315
Welch Group
Alabama
$74.5K
DekaBank Deutsche Girozentrale
316
DekaBank Deutsche Girozentrale
Germany
$74K -$357K -138,772 -83%
BRWA
317
B. Riley Wealth Advisors
Florida
$72.7K -$121K -45,713 -62%
WBC
318
Westpac Banking Corp
Australia
$71.4K -$305K -115,245 -81%
BCV
319
Banque Cantonale Vaudoise
Switzerland
$71K -$909K -345,524 -93%
SPIA
320
Steward Partners Investment Advisory
New York
$69.9K -$1.03K -387 -1%
RPWA
321
Regent Peak Wealth Advisors
Georgia
$69.5K +$69.5K +26,239 New
Janney Montgomery Scott
322
Janney Montgomery Scott
Pennsylvania
$68K -$1.02M -382,837 -94%
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$66.5K -$16.7K -6,301 -20%
AAS
324
Avantax Advisory Services
Texas
$66K -$35.7K -13,469 -35%
CGH
325
Crossmark Global Holdings
Texas
$63K -$183K -69,077 -74%