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664 hedge funds and large institutions have $9.61B invested in Lumen in 2016 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 245 increasing their positions, 227 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 75

4% more funds holding

Funds holding: 637664 (+27)

8% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 227

2% less call options, than puts

Call options by funds: $246M | Put options by funds: $250M

1.35% less ownership

Funds ownership: 75.26%73.91% (-1.4%)

14% less capital invested

Capital invested by funds: $11.2B → $9.61B (-$1.59B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
664
Holders Change
+27
Holders Change %
+4.24%
% of All Funds
16.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
114
Increased
245
Reduced
227
Closed
75
Calls
$246M
Puts
$250M
Net Calls
-$4.03M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
526
Enterprise Financial Services Corp (EFSC)
Missouri
$75K +$32.2K +1,267 +68%
SIM
527
Sonora Investment Management
Arizona
$71.6K -$4.21K -166 -5%
CCS
528
Crosspoint Capital Strategies
California
$71K
JWA
529
JFS Wealth Advisors
Pennsylvania
$70K +$27K +1,062 +56%
MMG
530
Monetary Management Group
Missouri
$65K
TG
531
TLP Group
Illinois
$65K +$69.8K +2,749 New
PFGIA
532
Patriot Financial Group Insurance Agency
Massachusetts
$64K +$63.5K +2,499 New
TWA
533
TCI Wealth Advisors
Arizona
$58K +$52.1K +2,052 +512%
GLI
534
Guardian Life Insurance
New York
$50K +$1.32K +52 +3%
CFA
535
CT Financial Advisors
Pennsylvania
$46.4K
AIM
536
Acrospire Investment Management
Illinois
$43K -$137K -5,400 -75%
KTC
537
Kistler-Tiffany Companies
Pennsylvania
$43K
WAM
538
Wealthspire Advisors (Maryland)
Maryland
$43K +$5.82K +229 +14%
CTC
539
Central Trust Company
Missouri
$42K -$5.15K -203 -10%
FFC
540
First Financial Corp
Indiana
$41K
NSIM
541
North Star Investment Management
Illinois
$38K +$13.9K +548 +52%
Bessemer Group
542
Bessemer Group
New Jersey
$38K +$27.1K +1,068 +196%
PIA
543
Piedmont Investment Advisors
North Carolina
$36.8K +$39K +1,537 +13,973%
AW
544
Alpha Windward
Massachusetts
$34K +$36.3K +1,430 New
LA
545
Legacy Advisors
Pennsylvania
$34K +$36.8K +1,448 New
GAM
546
Gemmer Asset Management
California
$33K -$635 -25 -2%
RFA
547
Reilly Financial Advisors
California
$33K +$19K +750 +120%
GI
548
Gradient Investments
Minnesota
$32K +$12.7K +501 +60%
MCM
549
Manchester Capital Management
Vermont
$29K
DSC
550
Duncker Streett & Co
Missouri
$26K -$40.1K -1,578 -59%