499 hedge funds and large institutions have $957M invested in Lumen in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 192 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-51
Holders Change %
-9.27%
% of All Funds
7.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
117
Reduced
192
Closed
92
Calls
$11.1M
Puts
$67.2M
Net Calls
-$56.1M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CHC
401
City Holding Co
West Virginia
$846
KHC
402
Koesten Hirschmann & Crabtree
Kansas
$826
SIS
403
Sound Income Strategies
Florida
$825 +$825 +581 New
TIM
404
Tortoise Investment Management
New York
$738
DJSG
405
D.J. St. Germain
Massachusetts
$733
BWM
406
Baystate Wealth Management
Massachusetts
$730
EARNEST Partners
407
EARNEST Partners
Georgia
$717
WT
408
Whittier Trust
California
$714 +$653 +464 +1,079%
SCA
409
Stonebridge Capital Advisors
Minnesota
$713
HWP
410
Highline Wealth Partners
California
$700 +$700 +493 New
ME
411
McIlrath & Eck
Washington
$609
BIA
412
Bell Investment Advisors
California
$594 -$362 -255 -38%
IRC
413
Investors Research Corp
Georgia
$589
WT
414
Washington Trust
Rhode Island
$568
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$520 -$415 -292 -44%
CBT
416
CoreFirst Bank & Trust
Kansas
$469
TH
417
TCTC Holdings
Texas
$450
IHWM
418
Iron Horse Wealth Management
Iowa
$426
PWMG
419
Prestige Wealth Management Group
New Jersey
$409 -$773 -544 -65%
Legacy Financial Group (Iowa)
420
Legacy Financial Group (Iowa)
Iowa
$397 +$397 +280 New
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$383 +$126 +89 +49%
UB
422
UMB Bank
Missouri
$372 +$14 +10 +4%
BHWM
423
Beaird Harris Wealth Management
Texas
$365
CIA
424
Cape Investment Advisory
Georgia
$331
LOIP
425
Live Oak Investment Partners
Texas
$329 -$522