489 hedge funds and large institutions have $1.26B invested in Lumen in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 106 increasing their positions, 180 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
-10
Holders Change %
-2%
% of All Funds
7.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
82
Increased
106
Reduced
180
Closed
86
Calls
$18.3M
Puts
$96.9M
Net Calls
-$78.6M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
KHC
401
Koesten Hirschmann & Crabtree
Kansas
$562 -$502 -274 -47%
IHWM
402
Iron Horse Wealth Management
Iowa
$549
GI
403
GAMMA Investing
California
$548 +$548 +449 New
PWMG
404
Prestige Wealth Management Group
New Jersey
$527
BHWM
405
Beaird Harris Wealth Management
Texas
$471
CIA
406
Cape Investment Advisory
Georgia
$426
LOIP
407
Live Oak Investment Partners
Texas
$423 -$329
UB
408
UMB Bank
Missouri
$399 -$81 -44 -17%
TSWM
409
Tyler-Stone Wealth Management
Ohio
$391
VAMG
410
Voisard Asset Management Group
Michigan
$388 +$388 +212 New
BIA
411
Bell Investment Advisors
California
$368 -$397 -217 -52%
PCFFS
412
Pacific Center for Financial Services
California
$368
AAG
413
Armstrong Advisory Group
Massachusetts
$363
PA
414
PSI Advisors
Florida
$360
TCM
415
TD Capital Management
Tennessee
$352
CSC
416
Caldwell Sutter Capital
California
$351
BWL
417
Bogart Wealth LLC
Virginia
$348
PFBT
418
Parkside Financial Bank & Trust
Missouri
$321 +$321 +175 New
CFD
419
Creative Financial Designs
Indiana
$320 -$9.07K -4,960 -97%
FWM
420
Focused Wealth Management
New York
$320
RIL
421
Rothschild Investment LLC
Illinois
$309 +$309 +169 New
IRC
422
Investors Research Corp
Georgia
$304 -$456 -249 -60%
CPA
423
Clear Point Advisors
New York
$267 +$267 +146 New
BWP
424
Baldwin Wealth Partners
Massachusetts
$260
AssetMark Inc
425
AssetMark Inc
California
$236 +$46 +25 +24%