489 hedge funds and large institutions have $1.26B invested in Lumen in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 106 increasing their positions, 180 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
-10
Holders Change %
-2%
% of All Funds
7.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
82
Increased
106
Reduced
180
Closed
86
Calls
$18.3M
Puts
$96.9M
Net Calls
-$78.6M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
UCB
426
United Community Bank
South Carolina
$231
KA
427
Kozak & Associates
Colorado
$221
WAS
428
Winch Advisory Services
Wisconsin
$215
FMII
429
Farmers & Merchants Investments Inc
Nebraska
$212 -$457 -250 -68%
GTAM
430
Global Trust Asset Management
Florida
$207
GWMIA
431
Global Wealth Management Investment Advisory
Florida
$183 -$29 -16 -14%
NECFA
432
New England Capital Financial Advisors
Connecticut
$183
GEA
433
Glen Eagle Advisors
New Jersey
$183
CHA
434
Carmichael Hill & Associates
Maryland
$183 +$183 +100 New
BFS
435
Burkett Financial Services
South Carolina
$173 +$173 +94 New
SIS
436
Strategic Investment Solutions
Illinois
$172 -$10.7K -5,828 -98%
JFA
437
JNBA Financial Advisors
Minnesota
$160
FBC
438
Fairfield, Bush & Co
Connecticut
$137 +$137 +75 New
PK
439
Pflug Koory
Nebraska
$135
CJ
440
Caitlin John
Michigan
$130 +$130 +71 New
AWM
441
Able Wealth Management
New Jersey
$127 +$127 +69 New
LFG
442
Larson Financial Group
Missouri
$113
VAG
443
VisionPoint Advisory Group
Texas
$110
FCT
444
First Community Trust
Iowa
$102
CAS
445
Coppell Advisory Solutions
Texas
$101 +$101 +55 New
WT
446
Whittier Trust
California
$78 -$842 -464 -92%
TLCM
447
Twin Lakes Capital Management
California
$78
WIM
448
Westside Investment Management
California
$77
GWS
449
Glassman Wealth Services
Virginia
$75 -$249 -136 -77%
MSFP
450
Mark Sheptoff Financial Planning
Connecticut
$71