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690 hedge funds and large institutions have $10.3B invested in Lumen in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 256 increasing their positions, 237 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

8% more capital invested

Capital invested by funds: $9.51B → $10.3B (+$798M)

1.51% more ownership

Funds ownership: 74.22%75.73% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 237

2% less funds holding

Funds holding: 706690 (-16)

14% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 85

50% less call options, than puts

Call options by funds: $176M | Put options by funds: $356M

Holders
690
Holders Change
-16
Holders Change %
-2.27%
% of All Funds
15.13%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
73
Increased
256
Reduced
237
Closed
85
Calls
$176M
Puts
$356M
Net Calls
-$180M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
501
Avantax Advisory Services
Texas
$128K +$122K +10,267 New
WWM
502
Western Wealth Management
Colorado
$127K -$239K -20,094 -66%
VFA
503
Valeo Financial Advisors
Indiana
$122K -$66.1K -5,565 -36%
SCP
504
Syntal Capital Partners
Texas
$118K +$112K +9,461 New
FWM
505
Focused Wealth Management
New York
$110K
LS
506
Livforsakringsbolaget Skandia
Sweden
$108K
SFFS
507
Stonehage Fleming Financial Services
Jersey
$108K
IA
508
IFP Advisors
Florida
$103K +$103K +8,684 New
NIM
509
NuWave Investment Management
New Jersey
$92K +$15.1K +1,275 +20%
LWM
510
Liberty Wealth Management
California
$91K +$879 +74 +1%
SIAS
511
Shine Investment Advisory Services
Colorado
$87K +$82.7K +6,964 New
SM
512
SG3 Management
Puerto Rico
$87K +$83.1K +7,000 New
NFG
513
Next Financial Group
Texas
$84K +$35.6K +2,997 +81%
CHC
514
City Holding Co
West Virginia
$80K
RCAG
515
Rehmann Capital Advisory Group
Michigan
$69.5K -$2.66K -224 -4%
FPS
516
Fieldpoint Private Securities
Connecticut
$67K +$7.13K +600 +13%
Bessemer Group
517
Bessemer Group
New Jersey
$63K +$41.7K +3,508 +221%
Loomis, Sayles & Company
518
Loomis, Sayles & Company
Massachusetts
$61K +$58.4K +4,916 New
CIAS
519
Capital Investment Advisory Services
North Carolina
$60K -$4.75K -400 -8%
IWA
520
Intercontinental Wealth Advisors
Texas
$56K +$17.8K +1,500 +50%
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$55K
RFM
522
Royal Fund Management
Florida
$54K +$2.78K +234 +6%
TFGT
523
TS Financial Group (TSFG)
Illinois
$52K +$641 +54 +1%
Walleye Capital
524
Walleye Capital
New York
$52K +$2.38K +200 +5%
CBT
525
Capital Bank & Trust
California
$51K +$1.29K +109 +3%