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505 hedge funds and large institutions have $4.73B invested in Lumen in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 132 increasing their positions, 123 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

556% more capital invested

Capital invested by funds: $721M → $4.73B (+$4.01B)

94% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 64

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more funds holding

Funds holding: 452505 (+53)

7% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 123

0.81% more ownership

Funds ownership: 64.7%65.51% (+0.81%)

14% less call options, than puts

Call options by funds: $220M | Put options by funds: $255M

Holders
505
Holders Change
+53
Holders Change %
+11.73%
% of All Funds
7.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
124
Increased
132
Reduced
123
Closed
64
Calls
$220M
Puts
$255M
Net Calls
-$35.3M
Net Calls Change
-$7.77M
Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
301
Deseret Mutual Benefit Administrators
Utah
$64K -$14.1K -3,301 -27%
SCI
302
Stableford Capital II
Arizona
$62.1K +$42.8K +10,018 New
SWM
303
Spire Wealth Management
Virginia
$61.3K +$26.6K +6,230 +260%
AF
304
Advisornet Financial
Minnesota
$61.2K
CIBC Private Wealth Group
305
CIBC Private Wealth Group
Georgia
$60.3K +$27.1K +6,353 +297%
OWP
306
ORG Wealth Partners
Texas
$59.4K +$35.7K +8,373 New
VCM
307
Versant Capital Management
Arizona
$55.1K +$30.7K +7,199 +1,270%
C
308
Covestor
United Kingdom
$55K -$135K -31,694 -80%
National Bank of Canada
309
National Bank of Canada
Quebec, Canada
$53.2K +$25.5K +5,979 +395%
S
310
SignatureFD
Georgia
$50.9K -$8.93K -2,092 -23%
GI
311
GAMMA Investing
California
$48.6K +$27.8K +6,504 +1,902%
Twin Tree Management
312
Twin Tree Management
Texas
$48.3K +$29.1K +6,807 New
CI Investments Inc
313
CI Investments Inc
Ontario, Canada
$47K -$47.3K -11,071 -62%
Allspring Global Investments
314
Allspring Global Investments
North Carolina
$46.3K +$27.8K +6,520 New
GRP
315
Global Retirement Partners
California
$46.3K +$2.24K +525 +9%
OP
316
ORG Partners
Indiana
$44.6K -$35.9K -8,411 -57%
AF
317
Allworth Financial
California
$42.6K +$4.26K +999 +20%
ASN
318
Advisory Services Network
Georgia
$42.1K
PA
319
Parallel Advisors
California
$40.9K +$687 +161 +3%
Jones Financial Companies
320
Jones Financial Companies
Missouri
$39.3K +$1.62K +380 +8%
EWA
321
EverSource Wealth Advisors
Alabama
$39.1K +$18.4K +4,305 +357%
LIS
322
Legacy Investment Solutions
Idaho
$38K +$18.3K +4,275 New
LWMI
323
Legacy Wealth Management (Idaho)
Idaho
$38K +$18.3K +4,275 New
PAS
324
Point72 Asia (Singapore)
Singapore
$36.5K +$21.9K +5,139 New
CFM
325
Catalyst Funds Management
Australia
$29.8K -$175K -40,900 -91%