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 %
CI Investments Inc
301
CI Investments Inc
Ontario, Canada
$15K -$782 -511 -5%
AF
302
Advisornet Financial
Minnesota
$13.3K -$484 -310 -4%
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$13K -$3.58K -2,211 -22%
AF
304
Allworth Financial
California
$12.9K -$11.9K -7,645 -48%
OPTFSNA
305
Old Point Trust & Financial Services N A
Virginia
$12.5K -$412 -264 -3%
AA
306
Ancora Advisors
Ohio
$11K
PA
307
Parallel Advisors
California
$10.4K -$1.03K -662 -9%
IPW
308
Impact Partnership Wealth
Georgia
$10.2K
GRP
309
Global Retirement Partners
California
$9.4K -$240 -154 -2%
AA
310
AlphaMark Advisors
Kentucky
$9K -$1.54K -1,000 -15%
SWM
311
Spire Wealth Management
Virginia
$8.43K
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$8.08K +$3.31K +2,122 +69%
BL
313
BFSG LLC
California
$8.02K
GIA
314
GHP Investment Advisors
Colorado
$7.93K
BBHC
315
Brown Brothers Harriman & Co
New York
$6.43K +$6.43K +4,123 New
CWP
316
Concord Wealth Partners
Virginia
$6.27K +$3.12K +2,000 +99%
VCM
317
Versant Capital Management
Arizona
$5.97K +$1.67K +1,073 +39%
HI
318
Harbour Investments
Wisconsin
$5.66K -$546 -350 -9%
IGWM
319
ICA Group Wealth Management
Colorado
$5.48K
SAG
320
Spotlight Asset Group
Illinois
$5.2K
HGERS
321
Householder Group Estate & Retirement Specialist
Arizona
$4.95K
TCM
322
Tradewinds Capital Management
Washington
$4.71K +$4.68K +3,000 +16,667%
NF
323
Norwood Financial
Pennsylvania
$4.65K
PMFA
324
Plante Moran Financial Advisors
Michigan
$4.64K
HCM
325
Highlander Capital Management
New Jersey
$4.52K