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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
DJSG
426
D.J. St. Germain
Massachusetts
$973 +$508 +119 +661%
CFD
427
Creative Financial Designs
Indiana
$959
UCB
428
United Community Bank
South Carolina
$895
KA
429
Kozak & Associates
Colorado
$883
ME
430
McIlrath & Eck
Washington
$873 -$1.31K -306 -71%
AssetMark Inc
431
AssetMark Inc
California
$859 +$137 +32 +36%
WAS
432
Winch Advisory Services
Wisconsin
$833
GTAM
433
Global Trust Asset Management
Florida
$802
GEA
434
Glen Eagle Advisors
New Jersey
$710
NECFA
435
New England Capital Financial Advisors
Connecticut
$710
JIP
436
Jaffetilchin Investment Partners
Florida
$710 +$427 +100 New
BFS
437
Burkett Financial Services
South Carolina
$671
JFA
438
JNBA Financial Advisors
Minnesota
$618
HGA
439
Hobbs Group Advisors
South Carolina
$582
MFG
440
Mendota Financial Group
Wisconsin
$568 +$342 +80 New
PK
441
Pflug Koory
Nebraska
$525 +$316 +74 New
AWM
442
Abound Wealth Management
Tennessee
$512 +$307 +72 New
CPBTD
443
Central Pacific Bank - Trust Division
Hawaii
$497
KLWA
444
Kelly Lawrence W & Associates
California
$483
BTI
445
Blue Trust Inc
Georgia
$451 -$6.33K -1,482 -78%
LFG
446
Larson Financial Group
Missouri
$440
CWA
447
Carolina Wealth Advisors
South Carolina
$426 +$256 +60 New
HFS
448
Horizon Financial Services
North Carolina
$419 +$252 +59 New
FCT
449
First Community Trust
Iowa
$398
WTC
450
WhitTier Trust Company
Nevada
$397