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 %
CAL
351
Capital Advisors Ltd
Ohio
$3K +$2.05K +986 +217%
SWM
352
Sugarloaf Wealth Management
Georgia
$2.94K
FCMT
353
Founders Capital Management (Texas)
Texas
$2.93K -$2.56K -1,400 -47%
National Bank of Canada
354
National Bank of Canada
Quebec, Canada
$2.86K -$851 -450 -23%
SS
355
Sunbelt Securities
Texas
$2.8K -$227 -124 -8%
PP
356
PFS Partners
New Jersey
$2.79K -$641 -350 -19%
CA
357
Crewe Advisors
Utah
$2.58K
BCMLT
358
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.4K
PIS
359
POM Investment Strategies
North Carolina
$2.36K +$2.36K +1,292 New
FFA
360
Farther Finance Advisors
California
$2.25K +$745 +407 +50%
TWC
361
TD Waterhouse Canada
Ontario, Canada
$2.19K -$627 -345 -22%
CFGS
362
Concourse Financial Group Securities
Alabama
$2.04K
SIC
363
Salem Investment Counselors
North Carolina
$2.02K
NS
364
NBC Securities
Alabama
$2K -$13.5K -8,483 -87%
IA
365
IFP Advisors
Florida
$1.99K -$1.31K -717 -40%
NSIM
366
North Star Investment Management
Illinois
$1.95K
TVAMP
367
Tennessee Valley Asset Management Partners
Tennessee
$1.94K +$1.94K +1,057 New
SRCM
368
Signature Resources Capital Management
California
$1.92K +$1.92K +1,051 New
BWM
369
Baystate Wealth Management
Massachusetts
$1.88K +$935 +511 +99%
KFI
370
Key Financial Inc
Pennsylvania
$1.86K
PTC
371
Private Trust Company
Ohio
$1.83K
FPF
372
First Pacific Financial
Washington
$1.79K
KFS
373
Kelly Financial Services
Massachusetts
$1.62K
GJIA
374
Glass Jacobson Investment Advisors
Maryland
$1.6K
GWSA
375
Global Wealth Strategies & Associates
Colorado
$1.58K