713 hedge funds and large institutions have $14.1B invested in Lumen in 2018 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 258 increasing their positions, 256 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+4
Holders Change %
+0.56%
% of All Funds
16.36%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.6%
New
92
Increased
258
Reduced
256
Closed
84
Calls
$298M
Puts
$299M
Net Calls
-$1.01M
Net Calls Change
+$42M
Name Holding Trade Value Shares
Change
Shares
Change %
NSAM
501
North Star Asset Management
Wisconsin
$187K -$9.04K -550 -5%
KA
502
Kovack Advisors
Florida
$187K +$187K +11,376 New
OI
503
Oakbrook Investments
Illinois
$186K -$443K -26,996 -70%
FWM
504
Focused Wealth Management
New York
$185K -$8.44K -513 -4%
APP
505
Avantax Planning Partners
Iowa
$185K +$2.84K +173 +2%
CFA
506
Cahill Financial Advisors
Minnesota
$181K -$1.5K -91 -0.8%
UR
507
USCA RIA
Texas
$179K +$179K +10,915 New
GT
508
Glenmede Trust
Pennsylvania
$178K
SP
509
Successful Portfolios
Florida
$177K -$1.58K -96 -0.9%
MWM
510
Meridian Wealth Management
Kentucky
$176K +$176K +10,700 New
LKIM
511
Lawson Kroeker Investment Management
Nebraska
$176K +$176K +10,705 New
WIM
512
Westside Investment Management
California
$170K
NFA
513
Nuveen Fund Advisors
Illinois
$170K -$366K -22,304 -68%
HCP
514
Holt Capital Partners
Texas
$168K +$168K +10,225 New
Brown Advisory
515
Brown Advisory
Maryland
$165K -$23.5K -1,429 -12%
VFA
516
Valeo Financial Advisors
Indiana
$152K -$7.19K -437 -5%
FBC
517
Fairfield, Bush & Co
Connecticut
$150K +$150K +9,100 New
WAM
518
Wealthspire Advisors (Maryland)
Maryland
$144K +$33.1K +2,019 +30%
PCG
519
Private Capital Group
Connecticut
$144K +$46.7K +2,850 +48%
SFFS
520
Stonehage Fleming Financial Services
Jersey
$142K
BFC
521
Bedel Financial Consulting
Indiana
$136K +$136K +8,290 New
CHC
522
City Holding Co
West Virginia
$135K +$5.08K +310 +4%
ACS
523
Archford Capital Strategies
Illinois
$130K +$130K +7,791 New
DVM
524
Dreman Value Management
Florida
$125K
AIM
525
Advantage Investment Management
Iowa
$116K +$83.3K +5,053 +254%