482 hedge funds and large institutions have $1.06B invested in Lumen in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 115 increasing their positions, 150 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-7
Holders Change %
-1.43%
% of All Funds
6.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
64
Increased
115
Reduced
150
Closed
65
Calls
$20.1M
Puts
$60.5M
Net Calls
-$40.5M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
501
LM Advisors
California
-$40.3K -22,000 Closed
BFM
502
Boothbay Fund Management
New York
-$37.9K -20,688 Closed
RFA
503
Resurgent Financial Advisors
Georgia
-$27.5K -15,000 Closed
BJL
504
Brighton Jones LLC
Washington
-$26.7K -14,575 Closed
P
505
&Partners
Tennessee
-$26.2K -14,308 Closed
SWA
506
Strategies Wealth Advisors
Michigan
-$25.7K -14,027 Closed
SG
507
StoneX Group
New York
-$25.4K -13,863 Closed
WC
508
Wexford Capital
Florida
-$24.5K -13,380 Closed
KWA
509
Kingswood Wealth Advisors
California
-$24.2K -13,221 Closed
Wealthfront Advisers
510
Wealthfront Advisers
California
-$20.9K -11,432 Closed
QPWM
511
Quadrant Private Wealth Management
Pennsylvania
-$20.4K -11,120 Closed
AWM
512
Apollon Wealth Management
South Carolina
-$19.5K -10,664 Closed
PFA
513
Pure Financial Advisors
California
-$19.5K -10,661 Closed
DWM
514
Drive Wealth Management
Utah
-$19.1K -10,459 Closed
EH
515
Equitable Holdings
New York
-$18.5K -10,110 Closed
CCC
516
Chelsea Counsel Company
California
-$18.3K -10,000 Closed
WAM
517
WFA Asset Management
Wisconsin
-$4.47K -2,444 Closed
BCMLT
518
Beacon Capital Management LLC (Tennessee)
Tennessee
-$2.4K -1,693 Closed
TVAMP
519
Tennessee Valley Asset Management Partners
Tennessee
-$1.94K -1,057 Closed
GJIA
520
Glass Jacobson Investment Advisors
Maryland
-$1.6K -876 Closed
GWSA
521
Global Wealth Strategies & Associates
Colorado
-$1.58K -863 Closed
RIM
522
Rockbridge Investment Management
New York
-$915 -500 Closed
SA
523
Scarborough Advisors
Maryland
-$876 -479 Closed
AA
524
Addison Advisors
Vermont
-$732 -400 Closed
GG
525
Greenwood Gearhart
Arkansas
-$730 -399 Closed