631 hedge funds and large institutions have $1.96B invested in Lumen in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 192 increasing their positions, 222 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-118
Holders Change %
-15.75%
% of All Funds
10.1%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
91
Increased
192
Reduced
222
Closed
193
Calls
$27.1M
Puts
$52.1M
Net Calls
-$25M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
426
Lindbrook Capital
California
$28.8K +$22.5K +8,497 +357%
CWM
427
Congress Wealth Management
Massachusetts
$28.1K -$146 -55 -0.5%
PFBT
428
Parkside Financial Bank & Trust
Missouri
$28K +$26.8K +10,117 +2,331%
DMBA
429
Deseret Mutual Benefit Administrators
Utah
$27.7K
EA
430
Emerald Advisors
Washington
$27.6K
MHR
431
Matthew Hamilton Rosenberg
$27.5K
Schroder Investment Management Group
432
Schroder Investment Management Group
United Kingdom
$27.4K -$114K -43,103 -81%
XF
433
XML Financial
Maryland
$27.3K +$27.3K +10,315 New
VWA
434
Visionary Wealth Advisors
Illinois
$27K -$2.65K -1,000 -9%
AFG
435
ABLE Financial Group
Arizona
$26.8K +$26.8K +10,124 New
EWA
436
EverSource Wealth Advisors
Alabama
$26.5K +$2.34K +882 +10%
AF
437
Advisornet Financial
Minnesota
$25.4K +$716 +270 +3%
EWM
438
Endurance Wealth Management
Rhode Island
$21K -$944 -350 -4%
AWM
439
Accel Wealth Management
Iowa
$20K
CFB
440
Cullen/Frost Bankers
Texas
$17.7K +$4.2K +1,586 +31%
GWSG
441
GPS Wealth Strategies Group
Colorado
$17.6K +$17.6K +6,651 New
UB
442
UMB Bank
Missouri
$16.5K +$7.61K +2,873 +86%
GRP
443
Global Retirement Partners
California
$16.3K -$8.44K -3,687 -34%
SCM
444
Silvant Capital Management
Georgia
$15.7K
HI
445
Harbour Investments
Wisconsin
$14.2K -$1.15K -434 -7%
NIC
446
Northwest Investment Counselors
Oregon
$13.9K +$609 +230 +5%
BCM
447
Blume Capital Management
California
$13.3K -$6.63K -2,500 -33%
Loomis, Sayles & Company
448
Loomis, Sayles & Company
Massachusetts
$13K +$2.72K +1,003 +26%
CCA
449
Column Capital Advisors
Indiana
$12.9K
SWM
450
Spire Wealth Management
Virginia
$12.7K +$3.77K +1,423 +42%