We are live on ! Find out more

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
FDCDDQ
351
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.8K
TWC
352
TD Waterhouse Canada
Ontario, Canada
$12.8K
IAS
353
IMA Advisory Services
Colorado
$12.7K +$7.65K +1,791 New
RIL
354
Rothschild Investment LLC
Illinois
$12.5K +$5.47K +1,282 +271%
HIA
355
Harbor Investment Advisory
Maryland
$12.4K
FFA
356
Farther Finance Advisors
California
$12.3K +$2.35K +550 +46%
HNB
357
Huntington National Bank
Ohio
$12.2K +$342 +80 +5%
FCMT
358
Founders Capital Management (Texas)
Texas
$11.4K
NS
359
NBC Securities
Alabama
$11K +$6.61K +1,549 New
NA
360
NewEdge Advisors
Louisiana
$10.7K -$428K -100,141 -99%
MG
361
Mather Group
Illinois
$10.6K -$1.44K -336 -18%
BF
362
BOK Financial
Oklahoma
$9.38K
PIS
363
POM Investment Strategies
North Carolina
$9.17K
PWMG
364
Private Wealth Management Group
New Jersey
$9.03K +$5.43K +1,272 New
WSFS
365
Wilmington Savings Fund Society
Delaware
$8.61K +$5.18K +1,213 New
NSIM
366
North Star Investment Management
Illinois
$7.44K
SRCM
367
Signature Resources Capital Management
California
$7.41K
PP
368
PFS Partners
New Jersey
$7.25K -$2.13K -500 -33%
PTC
369
Private Trust Company
Ohio
$7.1K
SWM
370
Sugarloaf Wealth Management
Georgia
$7.1K
FPF
371
First Pacific Financial
Washington
$6.94K -$9 -2 -0.2%
MSG
372
Main Street Group
Virginia
$6.87K -$4.27K -1,000 -51%
AAP
373
Arax Advisory Partners
Colorado
$6.84K
PD
374
Point72 (DIFC)
United Arab Emirates
$6.62K +$3.98K +933 New
CFGS
375
Concourse Financial Group Securities
Alabama
$6.26K -$1.08K -254 -22%