450 hedge funds and large institutions have $721M invested in Lumen in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 111 increasing their positions, 144 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-32
Holders Change %
-6.64%
% of All Funds
6.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
51
Increased
111
Reduced
144
Closed
74
Calls
$7.83M
Puts
$35.4M
Net Calls
-$27.5M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
401
CVA Family Office
Colorado
$61
WTC
402
WhitTier Trust Company
Nevada
$60
ADL
403
Asset Dedication LLC
California
$59 +$59 +53 New
TSWM
404
Tyler-Stone Wealth Management
Ohio
$55 -$180 -164 -77%
1832 Asset Management
405
1832 Asset Management
Ontario, Canada
$51 +$51 +46 New
WIA
406
Wetzel Investment Advisors
Indiana
$48
TFM
407
TFC Financial Management
Massachusetts
$48 +$48 +43 New
TLCM
408
Twin Lakes Capital Management
California
$47
CWM
409
Compass Wealth Management
Connecticut
$47 +$47 +42 New
WIM
410
Westside Investment Management
California
$46
KB
411
Kimelman & Baird
New York
$44 +$44 +40 New
NB
412
NBT Bank
New York
$43
MSFP
413
Mark Sheptoff Financial Planning
Connecticut
$43
SL
414
Salomon & Ludwin
Virginia
$42
CA
415
Continuum Advisory
Idaho
$40
CTWM
416
Cherry Tree Wealth Management
Minnesota
$38
ANBT
417
American National Bank & Trust
Texas
$37
FCA
418
FinTrust Capital Advisors
South Carolina
$30
IA
419
IFS Advisors
Kansas
$28
IWP
420
IAG Wealth Partners
Wisconsin
$28 +$26 +24 +1,200%
CPG
421
Cornerstone Planning Group
New Jersey
$26
PGAM
422
Princeton Global Asset Management
New Jersey
$23
UB
423
UMB Bank
Missouri
$22 -$507 -461 -96%
WT
424
Whittier Trust
California
$22
VWM
425
Valley Wealth Managers
New Jersey
$21