482 hedge funds and large institutions have $1.06B invested in Lumen in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 115 increasing their positions, 150 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-7
Holders Change %
-1.43%
% of All Funds
6.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
64
Increased
115
Reduced
150
Closed
65
Calls
$20.1M
Puts
$60.5M
Net Calls
-$40.5M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NECFA
426
New England Capital Financial Advisors
Connecticut
$156
GEA
427
Glen Eagle Advisors
New Jersey
$156
IA
428
IFP Advisors
Florida
$152 -$1.54K -992 -91%
BFS
429
Burkett Financial Services
South Carolina
$147
AssetMark Inc
430
AssetMark Inc
California
$139 -$62 -40 -31%
JFA
431
JNBA Financial Advisors
Minnesota
$136
EFP
432
EnRich Financial Partners
Wisconsin
$122 +$122 +78 New
PK
433
Pflug Koory
Nebraska
$115
CPBTD
434
Central Pacific Bank - Trust Division
Hawaii
$102 +$102 +70 New
LFG
435
Larson Financial Group
Missouri
$97
FCT
436
First Community Trust
Iowa
$87
WTC
437
WhitTier Trust Company
Nevada
$86 +$34 +22 +65%
CFO
438
CVA Family Office
Colorado
$86 +$86 +55 New
TLCM
439
Twin Lakes Capital Management
California
$67
WIM
440
Westside Investment Management
California
$66
NB
441
NBT Bank
New York
$61
MSFP
442
Mark Sheptoff Financial Planning
Connecticut
$61
SL
443
Salomon & Ludwin
Virginia
$59
CTWM
444
Cherry Tree Wealth Management
Minnesota
$54
ANBT
445
American National Bank & Trust
Texas
$53 +$53 +34 New
GI
446
GAMMA Investing
California
$48 -$647 -418 -93%
CA
447
Continuum Advisory
Idaho
$48 +$48 +36 New
FCA
448
FinTrust Capital Advisors
South Carolina
$43
WIA
449
Wetzel Investment Advisors
Indiana
$41 -$3.31K -2,500 -99%
IA
450
IFS Advisors
Kansas
$40