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505 hedge funds and large institutions have $4.73B invested in Lumen in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 132 increasing their positions, 123 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

556% more capital invested

Capital invested by funds: $721M → $4.73B (+$4.01B)

94% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 64

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more funds holding

Funds holding: 452505 (+53)

7% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 123

0.81% more ownership

Funds ownership: 64.7%65.51% (+0.81%)

14% less call options, than puts

Call options by funds: $220M | Put options by funds: $255M

Holders
505
Holders Change
+53
Holders Change %
+11.73%
% of All Funds
7.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
124
Increased
132
Reduced
123
Closed
64
Calls
$220M
Puts
$255M
Net Calls
-$35.3M
Net Calls Change
-$7.77M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
451
Asset Dedication LLC
California
$378
SHF
452
Safe Harbor Fiduciary
Florida
$376 +$226 +53 New
Kayne Anderson Rudnick Investment Management
453
Kayne Anderson Rudnick Investment Management
California
$348 +$209 +49 New
GBT
454
Grove Bank & Trust
Florida
$312 +$188 +44 New
CA
455
Continuum Advisory
Idaho
$311
TLCM
456
Twin Lakes Capital Management
California
$303
CWM
457
Compass Wealth Management
Connecticut
$299
WIM
458
Westside Investment Management
California
$298
MSFP
459
Mark Sheptoff Financial Planning
Connecticut
$277
SL
460
Salomon & Ludwin
Virginia
$270
KB
461
Kimelman & Baird
New York
$242 -$26 -6 -15%
CTWM
462
Cherry Tree Wealth Management
Minnesota
$242
ANBT
463
American National Bank & Trust
Texas
$241
DWM
464
Dogwood Wealth Management
Kansas
$241 +$145 +34 New
GSEP
465
Golden State Equity Partners
California
$205 +$124 +29 New
IWP
466
IAG Wealth Partners
Wisconsin
$184
IA
467
IFS Advisors
Kansas
$184
HWM
468
HighMark Wealth Management
Minnesota
$178 +$107 +25 New
IA
469
IFP Advisors
Florida
$162 -$34.5K -8,075 -100%
PGAM
470
Princeton Global Asset Management
New Jersey
$149
WT
471
Whittier Trust
California
$149
SSB
472
Sandy Spring Bank
Maryland
$148 -$21.1K -4,942 -100%
OLVIG
473
Oliver Lagore Vanvalin Investment Group
Michigan
$128
TCM
474
Tradewinds Capital Management
Washington
$128
CWC
475
Carolinas Wealth Consulting
North Carolina
$127