450 hedge funds and large institutions have $721M invested in Lumen in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 111 increasing their positions, 144 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-32
Holders Change %
-6.64%
% of All Funds
6.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
51
Increased
111
Reduced
144
Closed
74
Calls
$7.83M
Puts
$35.4M
Net Calls
-$27.5M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FCP
476
Fidelis Capital Partners
Florida
-$34.5K -22,142 Closed
BRWA
477
B. Riley Wealth Advisors
Florida
-$28.2K -19,849 Closed
CA
478
CoreCap Advisors
Michigan
-$30.4K -19,464 Closed
EWA
479
Exencial Wealth Advisors
Oklahoma
-$26.8K -17,180 Closed
TSS
480
Two Sigma Securities
New York
-$26.5K -17,004 Closed
Qube Research & Technologies (QRT)
481
Qube Research & Technologies (QRT)
United Kingdom
-$24.9K -15,935 Closed
MC
482
Moors & Cabot
Massachusetts
-$24.4K -15,670 Closed
GI
483
GAMCO Investors
Connecticut
-$23.4K -15,000 Closed
TCM
484
Triumph Capital Management
Colorado
-$20.6K -14,137 Closed
AHL
485
Abel Hall LLC
Louisiana
-$21.4K -13,695 Closed
TWM
486
Tradition Wealth Management
Minnesota
-$20.8K -13,348 Closed
GC
487
Guardian Capital
Ontario, Canada
-$20.5K -13,129 Closed
FFWM
488
Future Financial Wealth Management
Ohio
-$20.3K -13,000 Closed
OSAM
489
O'Shaughnessy Asset Management
Connecticut
-$19.3K -12,374 Closed
LNC
490
Lincoln National Corp
Pennsylvania
-$18K -11,522 Closed
DWAM
491
Duncan Williams Asset Management
Tennessee
-$17.9K -11,500 Closed
PWM
492
Perigon Wealth Management
California
-$17.6K -11,269 Closed
VBFP
493
Valtinson Bruner Financial Planning
Minnesota
-$17K -10,877 Closed
SGC
494
Slocum, Gordon & Co
Rhode Island
-$16.7K -10,727 Closed
SFA
495
Sequoia Financial Advisors
Ohio
-$16.7K -10,698 Closed
CWM
496
Congress Wealth Management
Massachusetts
-$16.6K -10,617 Closed
AWA
497
Arbor Wealth Advisors
Michigan
-$16.3K -10,459 Closed
EFG
498
Everhart Financial Group
Ohio
-$16.1K -10,336 Closed
GDP
499
Great Diamond Partners
Maine
-$15.8K -10,100 Closed
IPW
500
Impact Partnership Wealth
Georgia
-$10.2K -6,509 Closed