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505 hedge funds and large institutions have $4.73B invested in Lumen in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 132 increasing their positions, 123 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

556% more capital invested

Capital invested by funds: $721M → $4.73B (+$4.01B)

94% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 64

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more funds holding

Funds holding: 452505 (+53)

7% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 123

0.81% more ownership

Funds ownership: 64.7%65.51% (+0.81%)

14% less call options, than puts

Call options by funds: $220M | Put options by funds: $255M

Holders
505
Holders Change
+53
Holders Change %
+11.73%
% of All Funds
7.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
124
Increased
132
Reduced
123
Closed
64
Calls
$220M
Puts
$255M
Net Calls
-$35.3M
Net Calls Change
-$7.77M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
326
Concord Wealth Partners
Virginia
$28.5K +$8.51K +1,992 +99%
BBHC
327
Brown Brothers Harriman & Co
New York
$28.4K
Parallax Volatility Advisers
328
Parallax Volatility Advisers
California
$28.4K +$17.1K +4,000 New
Bessemer Group
329
Bessemer Group
New Jersey
$28K +$17.1K +4,003 New
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$27.4K +$5.48K +1,284 +50%
HCP
331
Hexagon Capital Partners
Arkansas
$27.3K +$6.16K +1,443 +60%
SCM
332
Sterling Capital Management
North Carolina
$24.9K +$15K +3,510 New
RS
333
Rakuten Securities
Japan
$22.2K +$1.43K +334 +12%
HGERS
334
Householder Group Estate & Retirement Specialist
Arizona
$22K
AA
335
Ancora Advisors
Ohio
$21.7K -$17.3K -4,056 -57%
Macquarie Group
336
Macquarie Group
Australia
$21.4K +$12.9K +3,021 New
GWSG
337
GPS Wealth Strategies Group
Colorado
$21.2K -$5.43K -1,273 -30%
Optiver Holding
338
Optiver Holding
Netherlands
$21.1K +$12.7K +2,977 New
PMFA
339
Plante Moran Financial Advisors
Michigan
$21.1K
HI
340
Harbour Investments
Wisconsin
$19.3K -$1.23K -289 -10%
OPTFSNA
341
Old Point Trust & Financial Services N A
Virginia
$19.3K -$8.97K -2,100 -44%
SAM
342
Smartleaf Asset Management
Massachusetts
$18K +$6.51K +1,525 +162%
MCI
343
MRP Capital Investments
Georgia
$17.8K +$10.7K +2,500 New
FP
344
Financial Perspectives
Minnesota
$17.7K
LC
345
Lindbrook Capital
California
$17.1K -$529 -124 -5%
UB
346
UMB Bank
Missouri
$16.6K +$9.9K +2,319 +11,595%
VWM
347
Venturi Wealth Management
Texas
$15.9K
FMII
348
Farmers & Merchants Investments Inc
Nebraska
$14.4K -$376 -88 -4%
S
349
Sachetta
Massachusetts
$14.2K
CCMW
350
Cypress Capital Management (Wyoming)
Wyoming
$12.9K