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690 hedge funds and large institutions have $10.3B invested in Lumen in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 256 increasing their positions, 237 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

8% more capital invested

Capital invested by funds: $9.51B → $10.3B (+$798M)

1.51% more ownership

Funds ownership: 74.22%75.73% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 237

2% less funds holding

Funds holding: 706690 (-16)

14% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 85

50% less call options, than puts

Call options by funds: $176M | Put options by funds: $356M

Holders
690
Holders Change
-16
Holders Change %
-2.27%
% of All Funds
15.13%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
73
Increased
256
Reduced
237
Closed
85
Calls
$176M
Puts
$356M
Net Calls
-$180M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$237K +$53.9K +4,538 +31%
NICM
427
Neo Ivy Capital Management
New York
$235K +$245K +20,613 New
KeyBank National Association
428
KeyBank National Association
Ohio
$227K +$62.1K +5,232 +40%
GT
429
Greenleaf Trust
Michigan
$226K +$215K +18,077 New
Neuberger Berman Group
430
Neuberger Berman Group
New York
$223K +$14.2K +1,192 +7%
AIP
431
Ameritas Investment Partners
Nebraska
$218K
MCA
432
Morris Capital Advisors
Pennsylvania
$218K
RIM
433
Redpoint Investment Management
Australia
$217K
HI
434
Horizon Investments
North Carolina
$214K -$370K -31,176 -65%
DTL
435
Dynamic Technology Lab
Singapore
$214K +$203K +17,126 New
AA
436
Ancora Advisors
Ohio
$212K +$45.8K +3,859 +29%
DHFB
437
Dixon Hubard Feinour & Brown
Virginia
$211K +$8.31K +700 +4%
KLCM
438
KG&L Capital Management
Louisiana
$210K -$6.12K -515 -3%
AWM
439
AE Wealth Management
Kansas
$210K +$22K +1,850 +12%
EWM
440
Evercore Wealth Management
New York
$209K +$1.19K +100 +0.6%
IRF
441
IBM Retirement Fund
New York
$208K -$3.06K -258 -2%
S
442
SignatureFD
Georgia
$208K +$428 +36 +0.2%
FBT
443
First Bank & Trust
South Dakota
$207K +$193K +16,266 +5,386%
ACI
444
Alpha Cubed Investments
California
$205K -$11.3K -952 -5%
Truist Financial
445
Truist Financial
North Carolina
$205K +$48 +4 +0%
V
446
Veritable
Delaware
$205K +$53K +4,462 +37%
HAG
447
HighPoint Advisor Group
Illinois
$204K +$164K +13,839 New
USAA
448
United Services Automobile Association
Texas
$202K -$6.24M -525,232 -97%
MLM
449
Mount Lucas Management
Pennsylvania
$200K -$5.52M -465,092 -97%
CCA
450
Checchi Capital Advisers
California
$200K +$65.2K +5,494 +52%