482 hedge funds and large institutions have $1.06B invested in Lumen in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 115 increasing their positions, 150 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-7
Holders Change %
-1.43%
% of All Funds
6.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
64
Increased
115
Reduced
150
Closed
65
Calls
$20.1M
Puts
$60.5M
Net Calls
-$40.5M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TSWM
401
Tyler-Stone Wealth Management
Ohio
$334
VAMG
402
Voisard Asset Management Group
Michigan
$331
BGAI
403
Bruce G. Allen Investments
Colorado
$317 +$317 +203 New
PCFFS
404
Pacific Center for Financial Services
California
$314
BIA
405
Bell Investment Advisors
California
$314
PA
406
PSI Advisors
Florida
$308
CSC
407
Caldwell Sutter Capital
California
$300
TCM
408
TD Capital Management
Tennessee
$300
HNB
409
Huntington National Bank
Ohio
$299 -$23.5K -15,100 -99%
BWL
410
Bogart Wealth LLC
Virginia
$296
HNB
411
Hilltop National Bank
Wyoming
$265 +$265 +170 New
IRC
412
Investors Research Corp
Georgia
$259
ECM
413
Everence Capital Management
Indiana
$254
PFBT
414
Parkside Financial Bank & Trust
Missouri
$247 -$27 -17 -10%
CJ
415
Caitlin John
Michigan
$231 +$120 +77 +108%
CPA
416
Clear Point Advisors
New York
$227
BWP
417
Baldwin Wealth Partners
Massachusetts
$222
AAP
418
Arax Advisory Partners
Colorado
$217 -$952 -610 -81%
CFD
419
Creative Financial Designs
Indiana
$211 -$63 -40 -23%
UCB
420
United Community Bank
South Carolina
$197
TC
421
Truvestments Capital
Florida
$194 -$3.13K -2,000 -94%
KA
422
Kozak & Associates
Colorado
$186
WAS
423
Winch Advisory Services
Wisconsin
$183
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$181
GTAM
425
Global Trust Asset Management
Florida
$176