699 hedge funds and large institutions have $8.21B invested in Lumen in 2020 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 247 increasing their positions, 240 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
-4
Holders Change %
-0.57%
% of All Funds
12.4%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
117
Increased
247
Reduced
240
Closed
111
Calls
$101M
Puts
$135M
Net Calls
-$33.5M
Net Calls Change
+$85.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BDF
376
Balasa Dinverno & Foltz
$288K -$16.9K -1,738 -6%
CT
377
Clearstead Trust
Maine
$288K +$288K +21,775 New
SMH
378
Sanders Morris Harris
Texas
$285K +$29.3K +3,000 +11%
HGWM
379
Horst & Graben Wealth Management
Oregon
$283K +$19 +2 +0%
BRWA
380
B. Riley Wealth Advisors
Florida
$278K -$9.03K -924 -3%
SCA
381
Snowden Capital Advisors
New York
$273K +$24.4K +2,501 +10%
KRSITF
382
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$272K +$20.1K +2,065 +8%
AA
383
Ancora Advisors
Ohio
$269K +$29.2K +3,000 +12%
TWM
384
TriaGen Wealth Management
California
$268K +$268K +27,500 New
GWM
385
Geneos Wealth Management
Colorado
$265K -$22.6K -1,810 -8%
AA
386
AQR Arbitrage
Connecticut
$260K +$260K +26,823 New
KLCM
387
KG&L Capital Management
Louisiana
$259K -$53.1K -5,450 -17%
OTPPB
388
Ontario Teachers' Pension Plan Board
Ontario, Canada
$252K +$252K +25,891 New
FI
389
FormulaFolio Investments
Michigan
$247K +$19.6K +2,012 +9%
PWM
390
Perigon Wealth Management
California
$237K +$34.2K +3,497 +17%
QSS
391
Quantitative Systematic Strategies
Florida
$236K -$93.9K -9,626 -28%
AWM
392
Adams Wealth Management
Utah
$236K -$1.07K -110 -0.5%
RWM
393
Ritholtz Wealth Management
New York
$235K -$33.5K -3,433 -12%
CWM
394
Cornerstone Wealth Management
Missouri
$234K -$234 -24 -0.1%
XF
395
XML Financial
Maryland
$234K +$95K +9,743 +68%
Verition Fund Management
396
Verition Fund Management
Connecticut
$229K +$9.46K +971 +4%
GC
397
Grimes & Company
Massachusetts
$229K +$229K +23,511 New
AAS
398
Avantax Advisory Services
Texas
$227K -$292K -30,020 -56%
EGM
399
Engineers Gate Manager
New York
$226K -$636K -65,094 -74%
MCP
400
Mirador Capital Partners
California
$225K -$180K -18,432 -44%