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 %
MFG
401
Merit Financial Group
Georgia
$35.4K +$4.17K +1,575 +13%
ONB
402
Old National Bancorp
Indiana
$35.2K -$530 -200 -1%
KeyBank National Association
403
KeyBank National Association
Ohio
$35.2K +$35.2K +13,277 New
WPC
404
Wedmont Private Capital
Pennsylvania
$34.9K -$163K -66,610 -82%
FWP
405
Firethorn Wealth Partners
Georgia
$34.6K +$34.6K +14,539 New
ECM
406
Evergreen Capital Management
Washington
$34.6K +$34.6K +13,049 New
BWP
407
Balboa Wealth Partners
Arizona
$34.1K -$2.65K -1,000 -7%
SGC
408
Slocum, Gordon & Co
Rhode Island
$34K
IFAM
409
Institutional & Family Asset Management
Colorado
$33.9K
PIA
410
Powell Investment Advisors
Florida
$33.4K
HM
411
Harvest Management
New York
$33.2K
CFP
412
Catalyst Financial Partners
Massachusetts
$32.8K +$32.8K +12,360 New
CI
413
Cigna Investments
Connecticut
$32K
AA
414
Ancora Advisors
Ohio
$32K +$13.4K +5,060 +72%
KA
415
Kovack Advisors
Florida
$31.8K +$31.8K +11,992 New
BPA
416
Beacon Pointe Advisors
California
$31.6K -$42.1K -15,880 -57%
BPC
417
Banque Pictet & Cie
Switzerland
$31K -$946K -356,831 -97%
MAS
418
Meeder Advisory Services
Ohio
$30.9K +$30.9K +11,665 New
PP
419
PDS Planning
Ohio
$30.5K +$30.5K +11,505 New
MOS
420
MGO One Seven
Ohio
$30.5K +$2.48K +935 +9%
IAA
421
Independent Advisor Alliance
North Carolina
$30.4K +$30.4K +11,456 New
AF
422
Allworth Financial
California
$29.1K +$8.85K +3,341 +44%
AWE
423
Avidian Wealth Enterprises
Texas
$29K +$29K +10,956 New
CAM
424
Claret Asset Management
Quebec, Canada
$29K -$1.75K -656 -6%
BWA
425
BDO Wealth Advisors
Florida
$29K