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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
WB
376
Webster Bank
Connecticut
$5.99K +$3.6K +844 New
GJWM
377
Gilliland Jeter Wealth Management
Arkansas
$5.64K
SC
378
Swan Capital
Florida
$5.57K
PW
379
Paladin Wealth
Minnesota
$5.33K +$3.21K +751 New
QL
380
Quarry LP
New York
$5.19K +$3.12K +731 New
FA
381
Financial Avengers
California
$5.09K
PS
382
Principal Securities
Iowa
$4.97K +$51 +12 +2%
HPC
383
HM Payson & Co
Maine
$4.89K +$2.94K +689 New
CT
384
Colonial Trust
South Carolina
$4.69K
MIM
385
Macroview Investment Management
Maryland
$4.6K
MAM
386
Meeder Asset Management
Ohio
$4.59K +$2.76K +647 New
LI
387
LRI Investments
Florida
$4.5K
QC
388
Quent Capital
New York
$4.49K
TFIPS
389
Towarzystwo Funduszy Inwestycyjnych PZU SA
$4.26K
IAIM
390
International Assets Investment Management
Florida
$3.98K -$209K -48,841 -63%
TIM
391
Tortoise Investment Management
New York
$3.92K +$320 +75 +16%
SWA
392
SOA Wealth Advisors
New York
$3.79K
SIS
393
Strategic Investment Solutions
Illinois
$3.75K
APC
394
Aspire Private Capital
North Carolina
$3.71K
GWM
395
Geneos Wealth Management
Colorado
$3.61K +$2.17K +508 New
AT
396
Arlington Trust
Alabama
$3.37K
BWL
397
Bogart Wealth LLC
Virginia
$3.15K
CTA
398
Colonial Trust Advisors
South Carolina
$3.15K
GM
399
GeoWealth Management
Illinois
$3.09K +$1.86K +435 New
FMP
400
Financial Management Professionals
Texas
$3K