482 hedge funds and large institutions have $1.06B invested in Lumen in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 115 increasing their positions, 150 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-7
Holders Change %
-1.43%
% of All Funds
6.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
64
Increased
115
Reduced
150
Closed
65
Calls
$20.1M
Puts
$60.5M
Net Calls
-$40.5M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PGAM
451
Princeton Global Asset Management
New Jersey
$33
SSB
452
Sandy Spring Bank
Maryland
$33 +$33 +21 New
WT
453
Whittier Trust
California
$32 -$34 -22 -51%
VWM
454
Valley Wealth Managers
New Jersey
$30
CWC
455
Carolinas Wealth Consulting
North Carolina
$28
TH
456
TCTC Holdings
Texas
$27
FGA
457
Fortis Group Advisors
New Jersey
$25 -$25 -16 -50%
FFA
458
Frazier Financial Advisors
Ohio
$25
AIC
459
Archer Investment Corporation
Indiana
$20
MFT
460
Moisand Fitzgerald Tamayo
Florida
$19
MCM
461
MV Capital Management
Maryland
$16 +$16 +10 New
HI
462
Hoey Investments
Pennsylvania
$15
CPG
463
Cornerstone Planning Group
New Jersey
$14
RFA
464
Register Financial Advisors
Georgia
$14 +$14 +9 New
TAM
465
Tucker Asset Management
Colorado
$12
Credit Agricole
466
Credit Agricole
France
$8
NL
467
NVWM LLC
Pennsylvania
$8
HCM
468
Hollencrest Capital Management
California
$6
BIM
469
Breakwater Investment Management
Washington
$5 +$5 +3 New
IWP
470
IAG Wealth Partners
Wisconsin
$3
AWM
471
AllSquare Wealth Management
New York
$2
CTA
472
Colonial Trust Advisors
South Carolina
$2
CS
473
Clear Street
New York
$2
WWP
474
WR Wealth Planners
Missouri
$1
ETC
475
Exchange Traded Concepts
Oklahoma
-$7.64M -4,172,301 Closed