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644 hedge funds and large institutions have $11.7B invested in Lumen in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 269 increasing their positions, 217 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 217

8% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 63

2% less funds holding

Funds holding: 656644 (-12)

2.13% less ownership

Funds ownership: 76.17%74.04% (-2.1%)

9% less capital invested

Capital invested by funds: $12.9B → $11.7B (-$1.2B)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

37% less call options, than puts

Call options by funds: $194M | Put options by funds: $306M

Holders
644
Holders Change
-12
Holders Change %
-1.83%
% of All Funds
17.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
58
Increased
269
Reduced
217
Closed
63
Calls
$194M
Puts
$306M
Net Calls
-$113M
Net Calls Change
+$7.93M
Name Holding Trade Value Shares
Change
Change in
Stake
W
476
Wealthfront
California
$241K +$5.68K +195 +2%
Balyasny Asset Management
477
Balyasny Asset Management
Illinois
$239K -$492K -16,891 -67%
UB
478
UMB Bank
Missouri
$236K -$14.6K -500 -6%
BRWA
479
B. Riley Wealth Advisors
Florida
$234K +$10.7K +369 +5%
AP
480
Advisor Partners
California
$233K -$6.96K -239 -3%
NAP
481
New Amsterdam Partners
New York
$232K -$74.6K -2,560 -24%
EBSAM
482
Eubel Brady & Suttman Asset Management
Ohio
$232K -$7.86K -270 -3%
NFG
483
Next Financial Group
Texas
$225K +$14.5K +499 +7%
ECM
484
Everence Capital Management
Indiana
$223K
IC
485
InterOcean Capital
Illinois
$223K
MHS
486
M Holdings Securities
Oregon
$223K +$10.2K +350 +5%
BFM
487
Boothbay Fund Management
New York
$221K +$222K +7,615 New
Verition Fund Management
488
Verition Fund Management
Connecticut
$219K -$32.8K -1,127 -13%
SLF
489
Sun Life Financial
Ontario, Canada
$216K -$134K -4,615 -38%
FCCM
490
First City Capital Management
Georgia
$215K +$11.7K +400 +6%
TC
491
TradeLink Capital
Illinois
$215K +$216K +7,412 New
ZAM
492
Zevin Asset Management
Massachusetts
$213K +$214K +7,335 New
FBT
493
First Bankers Trust
Kentucky
$206K
PFS
494
Prospera Financial Services
Texas
$206K +$207K +7,113 New
SFA
495
Sequoia Financial Advisors
Ohio
$201K +$202K +6,928 New
LIM
496
Loudon Investment Management
New Hampshire
$200K +$201K +6,896 New
MMG
497
Monetary Management Group
Missouri
$183K -$5.83K -200 -3%
AIM
498
Acrospire Investment Management
Illinois
$180K +$81.6K +2,800 +82%
CCA
499
Checchi Capital Advisers
California
$177K -$26.4K -906 -13%
FWM
500
Focused Wealth Management
New York
$171K +$168K +5,768 +4,120%