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505 hedge funds and large institutions have $4.73B invested in Lumen in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 132 increasing their positions, 123 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

556% more capital invested

Capital invested by funds: $721M → $4.73B (+$4.01B)

94% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 64

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more funds holding

Funds holding: 452505 (+53)

7% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 123

0.81% more ownership

Funds ownership: 64.7%65.51% (+0.81%)

14% less call options, than puts

Call options by funds: $220M | Put options by funds: $255M

Holders
505
Holders Change
+53
Holders Change %
+11.73%
% 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
124
Increased
132
Reduced
123
Closed
64
Calls
$220M
Puts
$255M
Net Calls
-$35.3M
Net Calls Change
-$7.77M
Name Holding Trade Value Shares
Change
Change in
Stake
RDIA
401
RE Dickinson Investment Advisors
Iowa
$2.63K +$9 +2 +0.5%
BGAI
402
Bruce G. Allen Investments
Colorado
$2.48K +$1.49K +350 New
CBT
403
CoreFirst Bank & Trust
Kansas
$2.34K +$1.41K +330 New
KHC
404
Koesten Hirschmann & Crabtree
Kansas
$2.18K
IHWM
405
Iron Horse Wealth Management
Iowa
$2.13K
BIA
406
Bell Investment Advisors
California
$2.05K +$376 +88 +44%
PWMG
407
Prestige Wealth Management Group
New Jersey
$2.04K
AW
408
Avion Wealth
Texas
$2K
FCAS
409
First Command Advisory Services
Texas
$1.91K +$1.15K +269 New
PFBT
410
Parkside Financial Bank & Trust
Missouri
$1.71K +$1.03K +241 New
CIA
411
Cape Investment Advisory
Georgia
$1.65K
LOIP
412
Live Oak Investment Partners
Texas
$1.64K
FCA
413
FinTrust Capital Advisors
South Carolina
$1.61K +$854 +200 +741%
PCFFS
414
Pacific Center for Financial Services
California
$1.41K
PA
415
PSI Advisors
Florida
$1.4K
CSC
416
Caldwell Sutter Capital
California
$1.36K
AAG
417
Armstrong Advisory Group
Massachusetts
$1.33K
CJ
418
Caitlin John
Michigan
$1.32K
IRC
419
Investors Research Corp
Georgia
$1.18K
CAS
420
Coppell Advisory Solutions
Texas
$1.14K -$3.54K -830 -84%
CPA
421
Clear Point Advisors
New York
$1.04K
BWP
422
Baldwin Wealth Partners
Massachusetts
$1.01K
FPB
423
First PREMIER Bank
South Dakota
$1K
Lazard Asset Management
424
Lazard Asset Management
New York
$1K
CFO
425
CVA Family Office
Colorado
$994 +$363 +85 +155%