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 %
PC
376
Port Capital
Illinois
$45K +$45K +16,796 New
SWMP
377
Signature Wealth Management Partners
New Jersey
$43.6K -$108K -40,891 -71%
HNB
378
Huntington National Bank
Ohio
$43.5K -$5.41K -2,040 -11%
AWM
379
Apollon Wealth Management
South Carolina
$42.9K -$53.8K -20,304 -56%
PSP
380
Pacific Sage Partners
Washington
$42K +$42K +15,842 New
Capstone Investment Advisors
381
Capstone Investment Advisors
New York
$41.5K +$39.4K +14,852 +1,827%
VCM
382
Versant Capital Management
Arizona
$40.7K +$39.2K +14,815 +2,613%
PFM
383
Parsec Financial Management
North Carolina
$40.6K
LSAG
384
Lake Street Advisors Group
New Hampshire
$40K +$40K +14,900 New
MGIA
385
Moneta Group Investment Advisors
Missouri
$39.8K +$39.8K +15,013 New
SIAG
386
Safeguard Investment Advisory Group
California
$39.5K -$1.06K -400 -3%
BAM
387
Belpointe Asset Management
Nevada
$39.2K +$14.5K +5,456 +58%
SWM
388
SeaCrest Wealth Management
New York
$39.2K +$10.9K +4,095 +38%
BFG
389
Bleakley Financial Group
New Jersey
$39K +$39K +14,735 New
HW
390
Hancock Whitney
Mississippi
$39K +$39K +14,742 New
CIA
391
Capital Investment Advisors
Georgia
$38.9K +$38.9K +14,665 New
CPIG
392
Chicago Partners Investment Group
Illinois
$38.7K -$603 -249 -2%
V
393
Veritable
Delaware
$38.1K +$38.1K +14,388 New
I
394
INVST
Indiana
$37.8K -$17.1K -7,722 -31%
LSA
395
Lion Street Advisors
Texas
$37.5K +$37.5K +14,167 New
SSG
396
Summit Securities Group
New York
$37K -$49.8K -18,861 -57%
TWM
397
Tradition Wealth Management
Minnesota
$37K +$2.28K +865 +7%
PIC
398
Portland Investment Counsel
Ontario, Canada
$37K +$37K +14,000 New
NA
399
NewEdge Advisors
Louisiana
$36.3K +$130 +49 +0.4%
CDH
400
Charles D. Hyman
$36K