489 hedge funds and large institutions have $1.26B invested in Lumen in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 106 increasing their positions, 180 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
-10
Holders Change %
-2%
% of All Funds
7.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
82
Increased
106
Reduced
180
Closed
86
Calls
$18.3M
Puts
$96.9M
Net Calls
-$78.6M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
NB
451
NBT Bank
New York
$71 +$71 +39 New
CTWM
452
Cherry Tree Wealth Management
Minnesota
$63
WTC
453
WhitTier Trust Company
Nevada
$61
FGA
454
Fortis Group Advisors
New Jersey
$58 +$29 +16 +100%
SL
455
Salomon & Ludwin
Virginia
$54
FCA
456
FinTrust Capital Advisors
South Carolina
$50
IA
457
IFS Advisors
Kansas
$47
PGAM
458
Princeton Global Asset Management
New Jersey
$38
CSWM
459
Cassady Schiller Wealth Management
Ohio
$37
VWM
460
Valley Wealth Managers
New Jersey
$35
TCM
461
Tradewinds Capital Management
Washington
$33
CWC
462
Carolinas Wealth Consulting
North Carolina
$33
TH
463
TCTC Holdings
Texas
$31 -$547 -300 -95%
NFA
464
Northwest Financial Advisors
Virginia
$31 +$31 +17 New
RAM
465
Riggs Asset Management
Pennsylvania
$30 +$30 +16 New
FFA
466
Frazier Financial Advisors
Ohio
$30 +$30 +16 New
AIC
467
Archer Investment Corporation
Indiana
$24
MFT
468
Moisand Fitzgerald Tamayo
Florida
$22
PS
469
Planned Solutions
California
$22 +$22 +12 New
CPG
470
Cornerstone Planning Group
New Jersey
$18
HI
471
Hoey Investments
Pennsylvania
$17
LFA
472
Livelsberger Financial Advisory
Ohio
$17 +$17 +9 New
TAM
473
Tucker Asset Management
Colorado
$15 -$375 -200 -96%
Credit Agricole
474
Credit Agricole
France
$11
NL
475
NVWM LLC
Pennsylvania
$9