550 hedge funds and large institutions have $1.61B invested in Lumen in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 142 increasing their positions, 226 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
-81
Holders Change %
-12.84%
% of All Funds
8.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
61
Increased
142
Reduced
226
Closed
138
Calls
$17.2M
Puts
$61.8M
Net Calls
-$44.7M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Shares
Change %
TH
476
TCTC Holdings
Texas
$716
FCB
477
First Command Bank
Texas
$682 +$682 +302 New
FCFS
478
First Command Financial Services
Texas
$682 +$682 +302 New
IHWM
479
Iron Horse Wealth Management
Iowa
$678
BWM
480
BerganKDV Wealth Management
Minnesota
$627 +$240 +106 +62%
BAAM
481
Baker Avenue Asset Management
California
$588 -$1.61K -713 -73%
BHWM
482
Beaird Harris Wealth Management
Texas
$581 -$36 -16 -6%
UB
483
UMB Bank
Missouri
$570 -$13.5K -5,957 -96%
CIA
484
Cape Investment Advisory
Georgia
$527
LOIP
485
Live Oak Investment Partners
Texas
$522 -$613
PCFFS
486
Pacific Center for Financial Services
California
$455
AAG
487
Armstrong Advisory Group
Massachusetts
$448
PA
488
PSI Advisors
Florida
$445
TCM
489
TD Capital Management
Tennessee
$435 -$1.21K -536 -74%
CSC
490
Caldwell Sutter Capital
California
$434
BWL
491
Bogart Wealth LLC
Virginia
$434 +$5 +2 +1%
AAP
492
Arax Advisory Partners
Colorado
$426
MPWT
493
MassMutual Private Wealth & Trust
Connecticut
$409 -$9.1K -4,028 -96%
GTAM
494
Global Trust Asset Management
Florida
$407
FWM
495
Focused Wealth Management
New York
$395
BWP
496
Baldwin Wealth Partners
Massachusetts
$321
FNBOSM
497
First National Bank of South Miami
Florida
$285
CCA
498
Column Capital Advisors
Indiana
$264 -$10.7K -4,757 -98%
GWMIA
499
Global Wealth Management Investment Advisory
Florida
$262 +$262 +116 New
SIC
500
SJS Investment Consulting
Ohio
$258 -$57 -25 -18%