550 hedge funds and large institutions have $1.61B invested in Lumen in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 142 increasing their positions, 226 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
-81
Holders Change %
-12.84%
% of All Funds
8.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
61
Increased
142
Reduced
226
Closed
138
Calls
$17.2M
Puts
$61.8M
Net Calls
-$44.7M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FMII
451
Farmers & Merchants Investments Inc
Nebraska
$1.49K
CHC
452
City Holding Co
West Virginia
$1.35K -$675 -300 -33%
KHC
453
Koesten Hirschmann & Crabtree
Kansas
$1.31K
SWA
454
SOA Wealth Advisors
New York
$1.21K
TIM
455
Tortoise Investment Management
New York
$1.18K
DJSG
456
D.J. St. Germain
Massachusetts
$1.17K +$1.17K +516 New
BWM
457
Baystate Wealth Management
Massachusetts
$1.16K -$11 -5 -1%
EARNEST Partners
458
EARNEST Partners
Georgia
$1.14K
SCA
459
Stonebridge Capital Advisors
Minnesota
$1.14K -$430 -190 -27%
KA
460
Kozak & Associates
Colorado
$1.12K
AP
461
Arlington Partners
Alabama
$1.07K
National Bank of Canada
462
National Bank of Canada
Quebec, Canada
$1.05K -$7.51K -3,340 -88%
JWA
463
JFS Wealth Advisors
Pennsylvania
$1.02K -$1.09K -480 -52%
FMP
464
Financial Management Professionals
Texas
$1K -$85 -41 -8%
RDIA
465
RE Dickinson Investment Advisors
Iowa
$1K
TFA
466
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
SF
467
Safeguard Financial
Wisconsin
$1K +$1K +2 New
TPCW
468
TD Private Client Wealth
New York
$972 -$5.51K -2,438 -85%
ME
469
McIlrath & Eck
Washington
$970
IRC
470
Investors Research Corp
Georgia
$938
WT
471
Washington Trust
Rhode Island
$904
GWS
472
Glassman Wealth Services
Virginia
$843 -$6.8K -3,008 -89%
AWM
473
Abound Wealth Management
Tennessee
$828 +$828 +366 New
FCA
474
FinTrust Capital Advisors
South Carolina
$820
CBT
475
CoreFirst Bank & Trust
Kansas
$746