631 hedge funds and large institutions have $1.96B invested in Lumen in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 192 increasing their positions, 222 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-118
Holders Change %
-15.75%
% of All Funds
10.1%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
91
Increased
192
Reduced
222
Closed
193
Calls
$27.1M
Puts
$52.1M
Net Calls
-$25M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
476
WealthPLAN Partners
Nebraska
$7.47K +$7.47K +2,817 New
AAS
477
Ameritas Advisory Services
Nebraska
$7.21K +$7.21K +2,759 New
BFEC
478
Benjamin F. Edwards & Company
Missouri
$7K
WAM
479
WFA Asset Management
Wisconsin
$6.48K
CSPIA
480
Cary Street Partners Investment Advisory
Virginia
$6.24K
SN
481
Sittner & Nelson
Oregon
$6.04K -$37.1K -14,000 -86%
Nisa Investment Advisors
482
Nisa Investment Advisors
Missouri
$6K -$73.3K -26,882 -92%
PP
483
PFS Partners
New Jersey
$5.97K
VWM
484
Venturi Wealth Management
Texas
$5.95K +$5.95K +2,245 New
HS
485
Horan Securities
United States
$5.63K
OC
486
Oakworth Capital
Alabama
$5.3K
VI
487
Vestcor Inc
New Brunswick, Canada
$5K -$559K -201,188 -99%
AIM
488
Achmea Investment Management
Netherlands
$5K -$313K -125,641 -98%
SA
489
SRH Advisors
Kansas
$5K
RG
490
Retirement Group
California
$5K +$333 +1 +7%
GI
491
Gradient Investments
Minnesota
$4.83K -$140 -53 -3%
IAS
492
IMA Advisory Services
Colorado
$4.75K
HIA
493
Harbor Investment Advisory
Maryland
$4.64K
BCMLT
494
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.49K
CB
495
Community Bank
New York
$4.48K
TF
496
TimeScale Financial
Massachusetts
$4.38K
WWP
497
WR Wealth Planners
Missouri
$4.34K +$1.33K +500 +44%
TWC
498
TD Waterhouse Canada
Ontario, Canada
$4.33K +$400 +150 +10%
SS
499
Sunbelt Securities
Texas
$4.32K +$4.32K +1,688 New
HCP
500
Hexagon Capital Partners
Arkansas
$4.06K -$2.53K -954 -38%