631 hedge funds and large institutions have $1.96B invested in Lumen in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 192 increasing their positions, 222 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-118
Holders Change %
-15.75%
% of All Funds
10.1%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
91
Increased
192
Reduced
222
Closed
193
Calls
$27.1M
Puts
$52.1M
Net Calls
-$25M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
351
SVB Wealth
Massachusetts
$53K +$12K +4,533 +29%
MPI
352
Mairs & Power Inc
Minnesota
$53K
QPW
353
Quantum Private Wealth
Florida
$53K
NP
354
NorthRock Partners
Minnesota
$52.7K +$16.5K +6,230 +46%
GHAM
355
Gilman Hill Asset Management
Connecticut
$52.6K -$198K -74,620 -79%
DGAM
356
Desjardins Global Asset Management
Quebec, Canada
$52K -$8.91K -3,335 -15%
WS
357
Wedbush Securities
California
$52K -$2.68K -1,020 -5%
TAM
358
Tocqueville Asset Management
New York
$51.8K -$24.8K -9,364 -32%
JCM
359
Jacobsen Capital Management
Utah
$51.8K +$51.8K +19,545 New
VCG
360
Vantage Consulting Group
Virginia
$51.8K -$115K -43,511 -69%
SA
361
Syntax Advisors
New York
$51.8K -$115K -43,511 -69%
RAG
362
RIA Advisory Group
Iowa
$51.7K +$51.7K +19,493 New
CIAS
363
Capital Investment Advisory Services
North Carolina
$51.6K +$530 +200 +1%
NFSG
364
Newbridge Financial Services Group
Florida
$49.7K
RFA
365
Resurgent Financial Advisors
Georgia
$49K +$49K +18,500 New
IWC
366
Integrated Wealth Concepts
Massachusetts
$49K +$8.41K +3,144 +21%
I
367
InceptionR
California
$48.6K +$48.6K +18,343 New
SIA
368
Schechter Investment Advisors
Michigan
$48.4K +$1.82K +688 +4%
S
369
SignatureFD
Georgia
$48K +$1.96K +738 +4%
PA
370
Parallel Advisors
California
$47.8K +$747 +282 +2%
PLU
371
Performa Ltd (US)
South Carolina
$47.7K +$44.4K +16,750 +1,340%
FWP
372
FAS Wealth Partners
Kansas
$47.2K +$3.29K +1,243 +8%
GWM
373
Greenwich Wealth Management
Connecticut
$46K +$13K +4,859 +39%
ATPW
374
Ashton Thomas Private Wealth
Arizona
$45.9K +$13.7K +5,152 +42%
Vontobel Holding
375
Vontobel Holding
Switzerland
$45.9K +$5.77K +2,176 +14%