501 hedge funds and large institutions have $4.65B invested in Lumen in 2024 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 131 increasing their positions, 121 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+51
Holders Change %
+11.33%
% of All Funds
7.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
123
Increased
131
Reduced
121
Closed
65
Calls
$220M
Puts
$255M
Net Calls
-$35.3M
Net Calls Change
-$7.77M
Name Holding Trade Value Shares
Change
Shares
Change %
IHWM
401
Iron Horse Wealth Management
Iowa
$2.13K
BIA
402
Bell Investment Advisors
California
$2.05K +$625 +88 +44%
PWMG
403
Prestige Wealth Management Group
New Jersey
$2.04K
AW
404
Avion Wealth
Texas
$2K
FCAS
405
First Command Advisory Services
Texas
$1.91K +$1.91K +269 New
PFBT
406
Parkside Financial Bank & Trust
Missouri
$1.71K +$1.71K +241 New
CIA
407
Cape Investment Advisory
Georgia
$1.65K
LOIP
408
Live Oak Investment Partners
Texas
$1.64K -$254
FCA
409
FinTrust Capital Advisors
South Carolina
$1.61K +$1.42K +200 +741%
PCFFS
410
Pacific Center for Financial Services
California
$1.41K
PA
411
PSI Advisors
Florida
$1.4K
CSC
412
Caldwell Sutter Capital
California
$1.36K
AAG
413
Armstrong Advisory Group
Massachusetts
$1.34K
CJ
414
Caitlin John
Michigan
$1.32K
IRC
415
Investors Research Corp
Georgia
$1.18K
CAS
416
Coppell Advisory Solutions
Texas
$1.14K -$6.04K -830 -84%
CPA
417
Clear Point Advisors
New York
$1.04K
BWP
418
Baldwin Wealth Partners
Massachusetts
$1.01K
Lazard Asset Management
419
Lazard Asset Management
New York
$1K
FPB
420
First PREMIER Bank
South Dakota
$1K
CFO
421
CVA Family Office
Colorado
$994 +$604 +85 +155%
DJSG
422
D.J. St. Germain
Massachusetts
$973 +$845 +119 +661%
CFD
423
Creative Financial Designs
Indiana
$959
UCB
424
United Community Bank
South Carolina
$895
KA
425
Kozak & Associates
Colorado
$883