489 hedge funds and large institutions have $1.26B invested in Lumen in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 106 increasing their positions, 180 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
-10
Holders Change %
-2%
% of All Funds
7.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
82
Increased
106
Reduced
180
Closed
86
Calls
$18.3M
Puts
$96.9M
Net Calls
-$78.6M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
NF
326
Norwood Financial
Pennsylvania
$5.46K
PMFA
327
Plante Moran Financial Advisors
Michigan
$5.45K
HCM
328
Highlander Capital Management
New Jersey
$5.31K +$3.66K +2,000 +222%
CCMW
329
Cypress Capital Management (Wyoming)
Wyoming
$5.15K
VCM
330
Versant Capital Management
Arizona
$5.04K +$961 +525 +24%
BFEC
331
Benjamin F. Edwards & Company
Missouri
$5K
HGERS
332
Householder Group Estate & Retirement Specialist
Arizona
$5K
WIA
333
Wetzel Investment Advisors
Indiana
$5K +$5K +2,531 New
EWA
334
EverSource Wealth Advisors
Alabama
$4.97K +$441 +241 +10%
SAG
335
Spotlight Asset Group
Illinois
$4.73K
FP
336
Financial Perspectives
Minnesota
$4.65K
WAM
337
WFA Asset Management
Wisconsin
$4.47K
HCP
338
Hexagon Capital Partners
Arkansas
$4.46K +$1.82K +997 +69%
BF
339
BOK Financial
Oklahoma
$4.14K -$1.33K -726 -24%
FRA
340
Front Row Advisors
California
$4.13K -$732 -400 -15%
VWM
341
Venturi Wealth Management
Texas
$4.11K
MSG
342
Main Street Group
Virginia
$3.97K +$3.97K +2,168 New
TC
343
Truvestments Capital
Florida
$3.89K +$3.89K +2,124 New
CWP
344
Concord Wealth Partners
Virginia
$3.69K -$3.66K -2,000 -50%
S
345
Sachetta
Massachusetts
$3.66K +$3.66K +2,000 New
SA
346
SRH Advisors
Kansas
$3.5K
HIA
347
Harbor Investment Advisory
Maryland
$3.2K
GWSG
348
GPS Wealth Strategies Group
Colorado
$3.02K
GI
349
Gradient Investments
Minnesota
$3.01K +$1.37K +751 +84%
TFGT
350
TS Financial Group (TSFG)
Illinois
$3K -$110 -51 -4%