We are live on ! Find out more

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
JG
501
Jefferies Group
New York
$139K +$131K +4,499 +1,500%
BIG
502
Bellwether Investment Group
Tennessee
$134K +$135K +4,632 New
WTB
503
Washington Trust Bank
Washington
$133K +$16.3K +558 +14%
EWM
504
Endurance Wealth Management
Rhode Island
$132K -$15K -515 -10%
CLOS
505
Compagnie Lombard Odier SCmA
Switzerland
$131K -$17.3K -595 -12%
TAM
506
Trust Asset Management
Texas
$129K
Fuller & Thaler Asset Management
507
Fuller & Thaler Asset Management
California
$122K -$117K -4,000 -49%
FMLI
508
Fukoku Mutual Life Insurance
Japan
$113K +$14.6K +500 +15%
JIC
509
Joel Isaacson & Co
New York
$109K
PCM
510
Prelude Capital Management
New York
$107K -$202K -6,926 -65%
PAIA
511
Park Avenue Institutional Advisers
New York
$100K -$699 -24 -0.7%
FHA
512
First Horizon Advisors
Tennessee
$98K -$3.32K -114 -3%
Bessemer Group
513
Bessemer Group
New Jersey
$96K -$4.49K -154 -4%
SIM
514
Sonora Investment Management
Arizona
$92.1K -$169K -5,800 -65%
CCS
515
Crosspoint Capital Strategies
California
$87K -$58 -2 -0.1%
DSC
516
Duncker Streett & Co
Missouri
$77K +$379 +13 +0.5%
FFC
517
First Financial Corp
Indiana
$72K -$23.2K -798 -24%
GXMC
518
Global X Management Company
New York
$71K -$487K -16,719 -87%
JWA
519
JFS Wealth Advisors
Pennsylvania
$68K -$18K -618 -21%
RCM
520
Riverhead Capital Management
Delaware
$64K -$16.4M -561,930 -100%
GLI
521
Guardian Life Insurance
New York
$59K
VFA
522
Virtus Fund Advisers
Connecticut
$59K
CFA
523
CT Financial Advisors
Pennsylvania
$56.6K
QCG
524
Quadrant Capital Group
Ohio
$54K +$13K +446 +29%
CG
525
Cutler Group
California
$54K +$55.1K +1,893 New