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690 hedge funds and large institutions have $10.3B invested in Lumen in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 256 increasing their positions, 237 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

8% more capital invested

Capital invested by funds: $9.51B → $10.3B (+$798M)

1.51% more ownership

Funds ownership: 74.22%75.73% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 237

2% less funds holding

Funds holding: 706690 (-16)

14% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 85

50% less call options, than puts

Call options by funds: $176M | Put options by funds: $356M

Holders
690
Holders Change
-16
Holders Change %
-2.27%
% of All Funds
15.13%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
73
Increased
256
Reduced
237
Closed
85
Calls
$176M
Puts
$356M
Net Calls
-$180M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
401
Hanson & Doremus Investment Management
Vermont
$280K -$14.4K -1,215 -5%
S
402
Seeyond
France
$280K
SSA
403
Schonfeld Strategic Advisors
New York
$277K +$263K +22,174 New
AWA
404
Arete Wealth Advisors
Illinois
$276K -$5.36K -451 -2%
RJT
405
Raymond James Trust
Florida
$276K +$15.6K +1,314 +6%
WTB
406
Washington Trust Bank
Washington
$275K +$15.1K +1,274 +6%
CT
407
Clearstead Trust
Maine
$272K +$259K +21,775 New
AWM
408
Avior Wealth Management
Nebraska
$270K +$71.8K +6,046 +39%
SF
409
Synovus Financial
Georgia
$269K +$14.9K +1,258 +6%
GC
410
Grimes & Company
Massachusetts
$269K +$256K +21,562 New
JIM
411
Jupiter Investment Management
United Kingdom
$268K -$137K -11,546 -35%
CGA
412
Crescent Grove Advisors
Illinois
$264K
CAPTRUST Financial Advisors
413
CAPTRUST Financial Advisors
North Carolina
$263K -$181K -15,221 -42%
TL
414
TrueWealth LLC
Georgia
$261K
TCM
415
Teza Capital Management
Illinois
$261K +$5.13K +432 +2%
BSW
416
Buckingham Strategic Wealth
Missouri
$261K +$6.2K +522 +3%
HT
417
HighTower Trust
Texas
$260K +$16.4K +1,385 +7%
NSEDCP
418
NJ State Employees Deferred Compensation Plan
New Jersey
$256K
KA
419
Kovack Advisors
Florida
$256K +$45.6K +3,836 +23%
Parallax Volatility Advisers
420
Parallax Volatility Advisers
California
$251K -$2M -168,105 -89%
CIBC Private Wealth Group
421
CIBC Private Wealth Group
Georgia
$247K -$18.7K -1,576 -7%
APA
422
American Portfolios Advisors
New York
$243K -$279K -23,528 -55%
PWM
423
Perigon Wealth Management
California
$242K -$6.16K -519 -3%
MPAM
424
Murphy Pohlad Asset Management
Minnesota
$242K +$16.9K +1,420 +8%
Impax Asset Management Group
425
Impax Asset Management Group
United Kingdom
$242K +$24.2K +2,036 +12%