501 hedge funds and large institutions have $4.65B invested in Lumen in 2024 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 131 increasing their positions, 121 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+51
Holders Change %
+11.33%
% 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
123
Increased
131
Reduced
121
Closed
65
Calls
$220M
Puts
$255M
Net Calls
-$35.3M
Net Calls Change
-$7.77M
Name Holding Trade Value Shares
Change
Shares
Change %
ME
426
McIlrath & Eck
Washington
$873 -$2.17K -306 -71%
AssetMark Inc
427
AssetMark Inc
California
$859 +$227 +32 +36%
WAS
428
Winch Advisory Services
Wisconsin
$833
GTAM
429
Global Trust Asset Management
Florida
$802
NECFA
430
New England Capital Financial Advisors
Connecticut
$710
GEA
431
Glen Eagle Advisors
New Jersey
$710
JIP
432
Jaffetilchin Investment Partners
Florida
$710 +$710 +100 New
BFS
433
Burkett Financial Services
South Carolina
$671
JFA
434
JNBA Financial Advisors
Minnesota
$618
HGA
435
Hobbs Group Advisors
South Carolina
$582
MFG
436
Mendota Financial Group
Wisconsin
$568 +$568 +80 New
PK
437
Pflug Koory
Nebraska
$525 +$525 +74 New
AWM
438
Abound Wealth Management
Tennessee
$512 +$512 +72 New
CPBTD
439
Central Pacific Bank - Trust Division
Hawaii
$497
KLWA
440
Kelly Lawrence W & Associates
California
$483
BTI
441
Blue Trust Inc
Georgia
$451 -$1.63K -1,482 -78%
LFG
442
Larson Financial Group
Missouri
$440
CWA
443
Carolina Wealth Advisors
South Carolina
$426 +$426 +60 New
HFS
444
Horizon Financial Services
North Carolina
$419 +$419 +59 New
FCT
445
First Community Trust
Iowa
$398
WTC
446
WhitTier Trust Company
Nevada
$397
ADL
447
Asset Dedication LLC
California
$378
SHF
448
Safe Harbor Fiduciary
Florida
$376 +$376 +53 New
Kayne Anderson Rudnick Investment Management
449
Kayne Anderson Rudnick Investment Management
California
$348 +$348 +49 New
GBT
450
Grove Bank & Trust
Florida
$312 +$312 +44 New