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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
CA
26
CapWealth Advisors
Tennessee
$27.6M +$730K +171,025 +5%
Citadel Advisors
27
Citadel Advisors
Florida
$24.7M +$14.8M +3,456,095 +20,637%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$24.4M -$143K -33,449 -1%
JP Morgan Chase
29
JP Morgan Chase
New York
$24.1M +$3.46M +810,758 +31%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$23.8M -$4.91M -1,149,171 -26%
Legal & General Group
31
Legal & General Group
United Kingdom
$23.4M -$119K -27,847 -0.8%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$23.2M +$1.26M +294,679 +10%
N
33
Nuveen
North Carolina
$22.2M +$6.16M +1,442,459 +86%
Jane Street
34
Jane Street
New York
$19.3M +$7.71M +1,805,061 +197%
Ameriprise
35
Ameriprise
Minnesota
$18.3M -$665K -155,772 -6%
UBS AM
36
UBS AM
Illinois
$17.7M -$979K -229,281 -8%
VDBMI
37
Van Den Berg Management I
Texas
$17.3M -$351K -82,187 -3%
Victory Capital Management
38
Victory Capital Management
Texas
$16.8M +$9.26M +2,168,325 +1,081%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.3M -$324K -75,900 -3%
A
40
AustralianSuper
Australia
$15.2M
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$14.9M +$136K +31,842 +2%
Swiss National Bank
42
Swiss National Bank
Switzerland
$14.1M
Bank of America
43
Bank of America
North Carolina
$13.7M +$596K +139,498 +8%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$12.2M +$7.33M +1,715,879 New
UBS Group
45
UBS Group
Switzerland
$11.6M +$2.53M +592,403 +57%
HF
46
HRT Financial
New York
$10.9M +$6.53M +1,529,134 New
SFA
47
Sequoia Financial Advisors
Ohio
$10.1M +$6.05M +1,417,142 New
Man Group
48
Man Group
United Kingdom
$9.68M +$5.82M +1,363,654 New
Citigroup
49
Citigroup
New York
$9.43M +$2.64M +618,719 +87%
Federated Hermes
50
Federated Hermes
Pennsylvania
$9.27M +$643K +150,491 +13%