631 hedge funds and large institutions have $1.96B invested in Lumen in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 192 increasing their positions, 222 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-118
Holders Change %
-15.75%
% of All Funds
10.1%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
91
Increased
192
Reduced
222
Closed
193
Calls
$27.1M
Puts
$52.1M
Net Calls
-$25M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
501
Cutler Group
California
$4K -$69.5K -26,480 -95%
WWM
502
Wolff Wiese Magana
California
$3.98K
CA
503
Crewe Advisors
Utah
$3.74K +$458 +173 +14%
IGWM
504
ICA Group Wealth Management
Colorado
$3.64K
MCM
505
MV Capital Management
Maryland
$3.6K +$3.6K +1,357 New
WSCM
506
Wellington Shields Capital Management
New York
$3.53K -$1.72K -650 -33%
PTC
507
Private Trust Company
Ohio
$3.24K -$668 -252 -17%
LWCFA
508
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.2K -$1.86K -700 -37%
HFM
509
Harvest Fund Management
China
$3K
SWA
510
Sutton Wealth Advisors
Florida
$2.95K +$2.95K +1,113 New
FFA
511
Farther Finance Advisors
California
$2.93K +$586 +221 +25%
SIC
512
Salem Investment Counselors
North Carolina
$2.92K
HCM
513
Hollencrest Capital Management
California
$2.9K +$1.26K +475 +77%
NSIM
514
North Star Investment Management
Illinois
$2.83K
JMF
515
Johnson Midwest Financial
Iowa
$2.82K
GWM
516
Geneos Wealth Management
Colorado
$2.77K -$1.43K -541 -34%
KFI
517
Key Financial Inc
Pennsylvania
$2.69K
CCMW
518
Cypress Capital Management (Wyoming)
Wyoming
$2.66K -$4.8K -1,812 -64%
BAAM
519
Baker Avenue Asset Management
California
$2.58K +$1.79K +675 +227%
BBHC
520
Brown Brothers Harriman & Co
New York
$2.52K
PWMG
521
Prestige Wealth Management Group
New Jersey
$2.51K +$1.84K +693 +274%
IG
522
ING Group
Netherlands
$2.48K -$177K -66,632 -99%
JWA
523
JFS Wealth Advisors
Pennsylvania
$2.47K -$122 -46 -5%
CHC
524
City Holding Co
West Virginia
$2.39K -$779 -294 -25%
KFS
525
Kelly Financial Services
Massachusetts
$2.34K