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690 hedge funds and large institutions have $10.3B invested in Lumen in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 256 increasing their positions, 237 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

8% more capital invested

Capital invested by funds: $9.51B → $10.3B (+$798M)

1.51% more ownership

Funds ownership: 74.22%75.73% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 237

2% less funds holding

Funds holding: 706690 (-16)

14% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 85

50% less call options, than puts

Call options by funds: $176M | Put options by funds: $356M

Holders
690
Holders Change
-16
Holders Change %
-2.27%
% of All Funds
15.13%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
73
Increased
256
Reduced
237
Closed
85
Calls
$176M
Puts
$356M
Net Calls
-$180M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
VCWA
451
Vanguard Capital Wealth Advisors
Colorado
$198K +$189K +15,900 New
FNT
452
First National Trust
Pennsylvania
$196K -$380 -32 -0.2%
I
453
INVST
Indiana
$194K -$9.62K -810 -5%
CS
454
Comerica Securities
Michigan
$191K -$50K -4,214 -22%
CCP
455
Corient Capital Partners
California
$190K -$1.06M -89,230 -85%
PIA
456
Piedmont Investment Advisors
North Carolina
$190K +$12.4K +1,042 +7%
TC
457
TownSquare Capital
Utah
$189K -$77.3K -6,510 -34%
PCMC
458
Paragon Capital Management (Colorado)
Colorado
$189K
SNB
459
Security National Bank
Nebraska
$187K +$178K +14,976 New
CS
460
Cannell & Spears
New York
$186K +$2.66K +224 +2%
CC
461
ClearArc Capital
Ohio
$185K +$3.88K +327 +2%
SBIA
462
Sheaff Brock Investment Advisors
Indiana
$184K -$4.37K -368 -2%
MYAM
463
Meiji Yasuda Asset Management
Japan
$181K
GAM
464
GQ Asset Management
New York
$178K -$41.5K -3,494 -20%
EGM
465
Engineers Gate Manager
New York
$177K +$168K +14,170 New
MOS
466
MGO One Seven
Ohio
$174K +$166K +13,951 New
CI
467
Conning Inc
Connecticut
$170K -$2.7K -227 -2%
GCP
468
GSA Capital Partners
United Kingdom
$170K +$162K +13,627 New
ANI
469
American National Insurance
Texas
$168K
MERSOM
470
Municipal Employees' Retirement System of Michigan
Michigan
$164K
DY
471
Dowling & Yahnke
California
$164K +$157K +13,179 New
FMT
472
First Mercantile Trust
Tennessee
$162K +$12.5K +1,056 +9%
WC
473
Weil Company
California
$160K +$153K +12,845 New
IFAM
474
Institutional & Family Asset Management
Colorado
$159K
WT
475
Whittier Trust
California
$159K +$139K +11,678 +1,112%