550 hedge funds and large institutions have $1.61B invested in Lumen in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 142 increasing their positions, 226 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
-81
Holders Change %
-12.84%
% of All Funds
8.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
61
Increased
142
Reduced
226
Closed
138
Calls
$17.2M
Puts
$61.8M
Net Calls
-$44.7M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
501
AssetMark Inc
California
$235 -$32 -14 -12%
APC
502
Aspire Private Capital
North Carolina
$235
NECFA
503
New England Capital Financial Advisors
Connecticut
$226
GEA
504
Glen Eagle Advisors
New Jersey
$226
BSB
505
Bangor Savings Bank
Maine
$219
JFA
506
JNBA Financial Advisors
Minnesota
$197
SIS
507
Strategic Investment Solutions
Illinois
$184
FBC
508
Fairfield, Bush & Co
Connecticut
$170 +$170 +75 New
PK
509
Pflug Koory
Nebraska
$167
WOSD
510
WFA of San Diego
California
$150 +$150 +66 New
LFG
511
Larson Financial Group
Missouri
$140
VAG
512
VisionPoint Advisory Group
Texas
$136 +$136 +60 New
GIA
513
GHP Investment Advisors
Colorado
$128
FCT
514
First Community Trust
Iowa
$127
DI
515
Disciplined Investments
Oklahoma
$122 -$479 -212 -80%
DF
516
DecisionPoint Financial
Arizona
$107
GAG
517
Goodman Advisory Group
Massachusetts
$106
TLCM
518
Twin Lakes Capital Management
California
$97
WT
519
Whittier Trust
California
$96
WIM
520
Westside Investment Management
California
$95
MSFP
521
Mark Sheptoff Financial Planning
Connecticut
$88
JWM
522
Janiczek Wealth Management
Colorado
$84 -$1.27K -560 -94%
NMG
523
New Millennium Group
Utah
$78
CTWM
524
Cherry Tree Wealth Management
Minnesota
$77 +$77 +34 New
WTC
525
WhitTier Trust Company
Nevada
$76