450 hedge funds and large institutions have $721M invested in Lumen in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 111 increasing their positions, 144 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-32
Holders Change %
-6.64%
% of All Funds
6.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
51
Increased
111
Reduced
144
Closed
74
Calls
$7.83M
Puts
$35.4M
Net Calls
-$27.5M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
326
Farther Finance Advisors
California
$1.32K -$428 -386 -25%
CFGS
327
Concourse Financial Group Securities
Alabama
$1.25K
NSIM
328
North Star Investment Management
Illinois
$1.15K -$20 -18 -2%
SRCM
329
Signature Resources Capital Management
California
$1.15K -$9 -8 -0.8%
PTC
330
Private Trust Company
Ohio
$1.1K -$1.49K -1,351 -57%
SWM
331
Sugarloaf Wealth Management
Georgia
$1.1K
CAS
332
Coppell Advisory Solutions
Texas
$1.09K +$1.09K +986 New
FPF
333
First Pacific Financial
Washington
$1.08K +$2 +2 +0.2%
AAP
334
Arax Advisory Partners
Colorado
$1.06K +$908 +825 +594%
FMP
335
Financial Management Professionals
Texas
$1K
TFA
336
Transamerica Financial Advisors
Florida
$1K
SAM
337
Smartleaf Asset Management
Massachusetts
$971 -$1.96K -1,907 -67%
KFS
338
Kelly Financial Services
Massachusetts
$971
GI
339
Gradient Investments
Minnesota
$912 +$83 +75 +10%
GJWM
340
Gilliland Jeter Wealth Management
Arkansas
$875
SC
341
Swan Capital
Florida
$864 +$864 +785 New
FA
342
Financial Avengers
California
$789
PS
343
Principal Securities
Iowa
$757
CT
344
Colonial Trust
South Carolina
$727 +$727 +661 New
MIM
345
Macroview Investment Management
Maryland
$713
QC
346
Quent Capital
New York
$696 -$210 -191 -23%
TFIPS
347
Towarzystwo Funduszy Inwestycyjnych PZU SA
$660
VCM
348
Versant Capital Management
Arizona
$624 -$3.59K -3,262 -85%
SWA
349
SOA Wealth Advisors
New York
$587
APC
350
Aspire Private Capital
North Carolina
$575