501 hedge funds and large institutions have $4.65B invested in Lumen in 2024 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 131 increasing their positions, 121 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+51
Holders Change %
+11.33%
% 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
123
Increased
131
Reduced
121
Closed
65
Calls
$220M
Puts
$255M
Net Calls
-$35.3M
Net Calls Change
-$7.77M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
451
Continuum Advisory
Idaho
$311
TLCM
452
Twin Lakes Capital Management
California
$303
CWM
453
Compass Wealth Management
Connecticut
$299
WIM
454
Westside Investment Management
California
$298
MSFP
455
Mark Sheptoff Financial Planning
Connecticut
$277
SL
456
Salomon & Ludwin
Virginia
$270
KB
457
Kimelman & Baird
New York
$242 -$43 -6 -15%
CTWM
458
Cherry Tree Wealth Management
Minnesota
$242
ANBT
459
American National Bank & Trust
Texas
$241
DWM
460
Dogwood Wealth Management
Kansas
$241 +$241 +34 New
GSEP
461
Golden State Equity Partners
California
$205 +$205 +29 New
IWP
462
IAG Wealth Partners
Wisconsin
$184
IA
463
IFS Advisors
Kansas
$184
HWM
464
HighMark Wealth Management
Minnesota
$178 +$178 +25 New
IA
465
IFP Advisors
Florida
$162 -$56.9K -8,075 -100%
PGAM
466
Princeton Global Asset Management
New Jersey
$149
WT
467
Whittier Trust
California
$149
SSB
468
Sandy Spring Bank
Maryland
$148 -$34.8K -4,942 -100%
OLVIG
469
Oliver Lagore Vanvalin Investment Group
Michigan
$128
TCM
470
Tradewinds Capital Management
Washington
$128
CWC
471
Carolinas Wealth Consulting
North Carolina
$127
TH
472
TCTC Holdings
Texas
$121
NFA
473
Northwest Financial Advisors
Virginia
$121 +$121 +17 New
FFA
474
Frazier Financial Advisors
Ohio
$114
KFI
475
Key Financial Inc
Pennsylvania
$114