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644 hedge funds and large institutions have $11.7B invested in Lumen in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 269 increasing their positions, 217 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 217

8% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 63

2% less funds holding

Funds holding: 656644 (-12)

2.13% less ownership

Funds ownership: 76.17%74.04% (-2.1%)

9% less capital invested

Capital invested by funds: $12.9B → $11.7B (-$1.2B)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

37% less call options, than puts

Call options by funds: $194M | Put options by funds: $306M

Holders
644
Holders Change
-12
Holders Change %
-1.83%
% of All Funds
17.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
58
Increased
269
Reduced
217
Closed
63
Calls
$194M
Puts
$306M
Net Calls
-$113M
Net Calls Change
+$7.93M
Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
526
Spirit of America Management Corp
New York
$52K
CTC
527
Central Trust Company
Missouri
$52K +$553 +19 +1%
KTC
528
Kistler-Tiffany Companies
Pennsylvania
$52K +$4.28K +147 +9%
WAM
529
Wealthspire Advisors (Maryland)
Maryland
$51K +$4.51K +155 +10%
ClearBridge Investments
530
ClearBridge Investments
New York
$47K -$20.4K -701 -30%
TRCT
531
Tower Research Capital (TRC)
New York
$46K +$45.8K +1,571 New
BAM
532
Brave Asset Management
New Jersey
$44K
SAMC
533
Shinko Asset Management Company
Japan
$42K
CII
534
Capital International Inc
California
$41K -$11.7K -400 -22%
S
535
SignatureFD
Georgia
$41K +$16.3K +558 +65%
EFSCE
536
Enterprise Financial Services Corp (EFSC)
Missouri
$40K
GAM
537
Gemmer Asset Management
California
$39K +$1.34K +46 +4%
PMFA
538
Plante Moran Financial Advisors
Michigan
$38K -$9.47K -325 -20%
IWMPD
539
Integrated Wealth Management (Palm Desert)
California
$37K +$11.3K +389 +45%
MCM
540
Manchester Capital Management
Vermont
$36K
TCM
541
Tradewinds Capital Management
Washington
$32K +$4.46K +153 +16%
WP
542
WealthPLAN Partners
Nebraska
$31.4K +$76.1K +2,612 New
NSIM
543
North Star Investment Management
Illinois
$30K
TFO
544
Tarbox Family Office
California
$30K
WT
545
Whittier Trust
California
$30K
MSFP
546
Mark Sheptoff Financial Planning
Connecticut
$29K +$14.6K +500 +100%
GI
547
Gradient Investments
Minnesota
$24K -$7.78K -267 -24%
JFGIW
548
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K -$3.17K -109 -12%
CB
549
Community Bank
New York
$24K
AF
550
Allworth Financial
California
$23K +$29 +1 +0.1%