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 %
DU
326
Delphia (USA)
Ontario, Canada
$62.5K +$9.24K +3,486 +17%
IAP
327
Indie Asset Partners
Indiana
$62.3K
LNWWM
328
Laird Norton Wetherby Wealth Management
California
$61.9K +$13K +4,890 +26%
LNC
329
Lincoln National Corp
Pennsylvania
$60.8K +$9.61K +3,625 +19%
FFM
330
Forum Financial Management
Illinois
$59.7K -$80 -30 -0.1%
CA
331
Cetera Advisors
Colorado
$59.3K +$6.44K +2,431 +12%
FA
332
FDx Advisors
Illinois
$59K
JPMPWA
333
J.P. Morgan Private Wealth Advisors
California
$58.3K -$518K -195,454 -90%
CLOS
334
Compagnie Lombard Odier SCmA
Switzerland
$58.3K +$13.3K +5,000 +29%
CCM
335
Coldstream Capital Management
Washington
$57.8K +$10.5K +3,959 +22%
FAF
336
Fjarde Ap-fonden
Sweden
$57.5K -$326K -123,200 -85%
CWA
337
Carolina Wealth Advisors
South Carolina
$56.8K +$43.7K +16,500 +334%
SWM
338
Sugarloaf Wealth Management
Georgia
$56.6K +$35.9K +13,540 +173%
FFWM
339
Future Financial Wealth Management
Ohio
$56.6K +$3.89K +1,500 +7%
AWM
340
Adams Wealth Management
Utah
$56.5K -$306K -115,488 -84%
MIM
341
MetLife Investment Management
New Jersey
$56.4K -$606K -228,846 -91%
CB
342
Commerce Bank
Missouri
$56.2K -$16.8K -6,356 -23%
AS
343
Altshuler Shaham
Israel
$56.1K +$2.78K +1,050 +5%
SF
344
Symphony Financial
Texas
$56K +$56K +21,891 New
Jacobs Levy Equity Management
345
Jacobs Levy Equity Management
New Jersey
$55.8K +$55.8K +21,055 New
CIBC Private Wealth Group
346
CIBC Private Wealth Group
Georgia
$55.6K +$55.6K +20,967 New
NSEDCP
347
NJ State Employees Deferred Compensation Plan
New Jersey
$54.5K
MCM
348
MAI Capital Management
Ohio
$54K -$63.8K -24,087 -54%
Neuberger Berman Group
349
Neuberger Berman Group
New York
$53.7K +$6.6K +2,490 +14%
SAM
350
Silvercrest Asset Management
New York
$53.3K