We are live on ! Find out more

690 hedge funds and large institutions have $10.3B invested in Lumen in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 256 increasing their positions, 237 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

8% more capital invested

Capital invested by funds: $9.51B → $10.3B (+$798M)

1.51% more ownership

Funds ownership: 74.22%75.73% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 237

2% less funds holding

Funds holding: 706690 (-16)

14% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 85

50% less call options, than puts

Call options by funds: $176M | Put options by funds: $356M

Holders
690
Holders Change
-16
Holders Change %
-2.27%
% of All Funds
15.13%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
73
Increased
256
Reduced
237
Closed
85
Calls
$176M
Puts
$356M
Net Calls
-$180M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
351
Tyers Asset Management
Texas
$465K -$50.9K -4,288 -10%
QFA
352
Quattro Financial Advisors
Texas
$459K
CIBC World Market
353
CIBC World Market
Ontario, Canada
$449K +$428K +36,006 New
DT
354
Diversified Trust
Tennessee
$444K +$11.9K +1,000 +3%
TRCT
355
Tower Research Capital (TRC)
New York
$441K -$747K -62,914 -64%
AssetMark Inc
356
AssetMark Inc
California
$440K -$30.9K -2,601 -7%
SMH
357
Sanders Morris Harris
Texas
$440K +$103K +8,700 +32%
Marshall Wace
358
Marshall Wace
United Kingdom
$432K +$80.8K +6,801 +24%
William Blair & Company
359
William Blair & Company
Illinois
$430K -$76.1K -6,406 -16%
IAMOG
360
Investors Asset Management of Georgia
Georgia
$425K +$64.1K +5,400 +19%
ACM
361
AlphaCrest Capital Management
New York
$425K +$183K +15,370 +82%
VAS
362
Vestmark Advisory Solutions
Massachusetts
$416K +$51.2K +4,309 +15%
GH
363
GAM Holding
Switzerland
$399K -$188K -15,862 -33%
BSG
364
Black Swift Group
Colorado
$387K -$58.2K -4,900 -14%
BRWA
365
B. Riley Wealth Advisors
Florida
$382K -$2.45K -206 -0.7%
TAM
366
Tiverton Asset Management
Delaware
$379K -$116K -9,788 -24%
CI
367
Cigna Investments
Connecticut
$379K +$32.9K +2,774 +10%
JWBC
368
J.W. Burns & Co
New York
$378K
QT
369
Quantamental Technologies
New York
$368K +$152K +12,765 +76%
IG
370
ING Group
Netherlands
$366K -$407K -34,231 -54%
KA
371
Kintegral Advisory
New York
$365K
CC
372
Cannell & Co
New York
$357K -$12.4K -1,040 -4%
PAG
373
Private Advisor Group
New Jersey
$354K -$176K -14,826 -34%
SWM
374
SeaCrest Wealth Management
New York
$351K -$57.7K -4,857 -15%
GCA
375
Gideon Capital Advisors
New York
$351K +$334K +28,098 New