499 hedge funds and large institutions have $957M invested in Lumen in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 192 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-51
Holders Change %
-9.27%
% of All Funds
7.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
117
Reduced
192
Closed
92
Calls
$11.1M
Puts
$67.2M
Net Calls
-$56.1M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
326
Strategic Investment Solutions
Illinois
$10K +$9.87K +5,828 +6,200%
AA
327
AlphaMark Advisors
Kentucky
$10K +$10K +6,850 New
IPW
328
Impact Partnership Wealth
Georgia
$9.78K -$297K -208,959 -97%
SWM
329
Spire Wealth Management
Virginia
$9.63K
US Bancorp
330
US Bancorp
Minnesota
$9.63K -$68.7K -48,352 -88%
GRP
331
Global Retirement Partners
California
$8.75K -$722 -539 -8%
CFD
332
Creative Financial Designs
Indiana
$7.29K
LC
333
Lindbrook Capital
California
$6.96K -$1.2K -846 -15%
GIA
334
GHP Investment Advisors
Colorado
$6.71K +$6.62K +5,016 +7,270%
RG
335
Retirement Group
California
$6.17K -$10.8K -28 -64%
HI
336
Harbour Investments
Wisconsin
$6.05K
CWP
337
Concord Wealth Partners
Virginia
$5.7K +$23 +16 +0.4%
NA
338
NewEdge Advisors
Louisiana
$5.24K +$1.48K +1,039 +39%
SAG
339
Spotlight Asset Group
Illinois
$4.73K
FDCDDQ
340
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.63K
HGERS
341
Householder Group Estate & Retirement Specialist
Arizona
$4.51K +$4.51K +3,174 New
BF
342
BOK Financial
Oklahoma
$4.36K
FCMT
343
Founders Capital Management (Texas)
Texas
$4.26K
NF
344
Norwood Financial
Pennsylvania
$4.23K
PMFA
345
Plante Moran Financial Advisors
Michigan
$4.23K
BFEC
346
Benjamin F. Edwards & Company
Missouri
$4K
CG
347
Cutler Group
California
$4K +$2.86K +2,283 +251%
CCMW
348
Cypress Capital Management (Wyoming)
Wyoming
$4K
SC
349
Stephens Consulting
Michigan
$3.84K +$3.84K +2,705 New
BCMLT
350
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.83K