482 hedge funds and large institutions have $1.06B invested in Lumen in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 115 increasing their positions, 150 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-7
Holders Change %
-1.43%
% of All Funds
6.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
64
Increased
115
Reduced
150
Closed
65
Calls
$20.1M
Puts
$60.5M
Net Calls
-$40.5M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NS
376
NBC Securities
Alabama
$1K -$200 -209 -17%
TFA
377
Transamerica Financial Advisors
Florida
$1K
FMP
378
Financial Management Professionals
Texas
$1K
AW
379
Avion Wealth
Texas
$1K
TFIPS
380
Towarzystwo Funduszy Inwestycyjnych PZU SA
$936
CHC
381
City Holding Co
West Virginia
$930
SWA
382
SOA Wealth Advisors
New York
$832
APC
383
Aspire Private Capital
North Carolina
$816
LI
384
LRI Investments
Florida
$814 +$814 +522 New
TIM
385
Tortoise Investment Management
New York
$811
DJSG
386
D.J. St. Germain
Massachusetts
$805
UB
387
UMB Bank
Missouri
$750 +$410 +263 +121%
AT
388
Arlington Trust
Alabama
$739
ME
389
McIlrath & Eck
Washington
$669
GWM
390
Geneos Wealth Management
Colorado
$669 +$134 +86 +25%
BTI
391
Blue Trust Inc
Georgia
$653 -$53.7K -34,429 -99%
CBT
392
CoreFirst Bank & Trust
Kansas
$515
MCM
393
Manchester Capital Management
Vermont
$484 +$484 +310 New
KHC
394
Koesten Hirschmann & Crabtree
Kansas
$479
IHWM
395
Iron Horse Wealth Management
Iowa
$468
PWMG
396
Prestige Wealth Management Group
New Jersey
$449
BHWM
397
Beaird Harris Wealth Management
Texas
$401
RIL
398
Rothschild Investment LLC
Illinois
$381 +$117 +75 +44%
AAG
399
Armstrong Advisory Group
Massachusetts
$363
CIA
400
Cape Investment Advisory
Georgia
$363