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690 hedge funds and large institutions have $10.3B invested in Lumen in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 256 increasing their positions, 237 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

8% more capital invested

Capital invested by funds: $9.51B → $10.3B (+$798M)

1.51% more ownership

Funds ownership: 74.22%75.73% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 237

2% less funds holding

Funds holding: 706690 (-16)

14% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 85

50% less call options, than puts

Call options by funds: $176M | Put options by funds: $356M

Holders
690
Holders Change
-16
Holders Change %
-2.27%
% of All Funds
15.13%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
73
Increased
256
Reduced
237
Closed
85
Calls
$176M
Puts
$356M
Net Calls
-$180M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
SRAM
326
Stone Ridge Asset Management
New York
$593K -$103K -8,700 -15%
ONB
327
Old National Bancorp
Indiana
$593K +$12K +1,008 +2%
LSERS
328
Louisiana State Employees Retirement System
Louisiana
$589K -$10.7K -900 -2%
VCA
329
Verdence Capital Advisors
Maryland
$583K +$94.8K +7,985 +21%
MCP
330
Mirador Capital Partners
California
$582K +$322K +27,088 +139%
AAM
331
Auxier Asset Management
Oregon
$579K
CFA
332
Capstone Financial Advisors
Illinois
$565K +$104K +8,747 +24%
Thrivent Financial for Lutherans
333
Thrivent Financial for Lutherans
Minnesota
$556K +$19.8K +1,670 +4%
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$551K +$525K +44,165 New
MCC
335
Malaga Cove Capital
California
$544K -$8.6K -724 -2%
SPC
336
Sigma Planning Corp
Michigan
$537K -$760K -64,034 -60%
PA
337
Pinnacle Associates
New York
$533K -$732K -61,661 -59%
MML Investors Services
338
MML Investors Services
Massachusetts
$529K -$44.9K -3,780 -8%
Daiwa Securities Group
339
Daiwa Securities Group
Japan
$525K +$39K +3,280 +8%
HF
340
HRT Financial
New York
$512K +$488K +41,087 New
FI
341
FormulaFolio Investments
Michigan
$510K +$22.3K +1,875 +5%
FIA
342
Foundations Investment Advisors
Arizona
$509K +$10.3K +871 +2%
WPW
343
Winthrop Partners - WNY
New York
$499K
SCM
344
Stumpf Capital Management
Arizona
$499K +$475K +40,000 New
FHB
345
First Hawaiian Bank
Hawaii
$486K +$25K +2,106 +6%
AC
346
Avenir Corporation
Virginia
$484K +$461K +38,815 New
Tudor Investment Corp
347
Tudor Investment Corp
Connecticut
$483K +$460K +38,703 New
WCM
348
Wedge Capital Management
North Carolina
$480K -$380K -32,019 -45%
DC
349
Davenport & Co
Virginia
$470K -$23.8K -2,000 -5%
NMIMC
350
Northwestern Mutual Investment Management Company
Wisconsin
$467K +$11.8K +990 +3%