499 hedge funds and large institutions have $957M invested in Lumen in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 192 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-51
Holders Change %
-9.27%
% of All Funds
7.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
117
Reduced
192
Closed
92
Calls
$11.1M
Puts
$67.2M
Net Calls
-$56.1M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
451
Everence Capital Management
Indiana
$132 +$72 +50,690 +120%
JFA
452
JNBA Financial Advisors
Minnesota
$124
MCM
453
Manchester Capital Management
Vermont
$124 +$124 +87 New
PK
454
Pflug Koory
Nebraska
$105
WOSD
455
WFA of San Diego
California
$94
LFG
456
Larson Financial Group
Missouri
$88
VAG
457
VisionPoint Advisory Group
Texas
$85
FCT
458
First Community Trust
Iowa
$80
CA
459
Clearstead Advisors
Ohio
$80 +$40 +28 +100%
GAG
460
Goodman Advisory Group
Massachusetts
$67
TLCM
461
Twin Lakes Capital Management
California
$61
WIM
462
Westside Investment Management
California
$60
SIC
463
SJS Investment Consulting
Ohio
$59 -$105 -73 -64%
MSFP
464
Mark Sheptoff Financial Planning
Connecticut
$55
SL
465
Salomon & Ludwin
Virginia
$54 +$54 +38 New
MIA
466
Milestone Investment Advisors
Wisconsin
$54 +$54 +38 New
JWM
467
Janiczek Wealth Management
Colorado
$53
CTWM
468
Cherry Tree Wealth Management
Minnesota
$49
WTC
469
WhitTier Trust Company
Nevada
$47
TCOV
470
Trust Company of Vermont
Vermont
$47 +$47 +33 New
FCA
471
FinTrust Capital Advisors
South Carolina
$39 -$188 -130 -83%
IA
472
IFS Advisors
Kansas
$36
PGAM
473
Princeton Global Asset Management
New Jersey
$30
EBA
474
Eagle Bay Advisors
New York
$30 +$30 +21 New
CSWM
475
Cassady Schiller Wealth Management
Ohio
$28