749 hedge funds and large institutions have $4.15B invested in Lumen in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 216 increasing their positions, 276 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
-25
Holders Change %
-3.23%
% of All Funds
12.08%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
121
Increased
216
Reduced
276
Closed
128
Calls
$126M
Puts
$96.8M
Net Calls
+$29.7M
Net Calls Change
+$78.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
526
SeaCrest Wealth Management
New York
$55.8K -$44.3K -8,488 -44%
CWM
527
Congress Wealth Management
Massachusetts
$55.7K
NL
528
NWAM LLC
Washington
$55.4K +$55.4K +10,615 New
MOS
529
MGO One Seven
Ohio
$55.1K -$9.3K -1,782 -14%
CCA
530
Checchi Capital Advisers
California
$54.8K -$73.3K -14,048 -57%
DMBA
531
Deseret Mutual Benefit Administrators
Utah
$54.6K -$27.1K -5,191 -33%
EA
532
Emerald Advisors
Washington
$54.4K
MHR
533
Matthew Hamilton Rosenberg
$54.1K +$5.22K +1,000 +11%
BFM
534
Boothbay Fund Management
New York
$54K -$46.2K -8,860 -46%
AG
535
Ascent Group
Virginia
$53.8K -$36.9K -7,077 -41%
FANJ
536
Financial Architects (New Jersey)
New Jersey
$53.3K -$240 -46 -0.4%
CW
537
CreativeOne Wealth
Kansas
$53K +$53K +10,078 New
WCM
538
WealthBridge Capital Management
Ohio
$52.6K -$13.5K -2,584 -20%
O
539
Ossiam
France
$52.5K -$293K -56,068 -85%
BAM
540
Belpointe Asset Management
Nevada
$48.7K +$48.7K +9,333 New
AF
541
Advisornet Financial
Minnesota
$48.6K +$42.9K +8,212 +742%
EWA
542
EverSource Wealth Advisors
Alabama
$47.6K +$35.8K +6,861 +305%
Lazard Asset Management
543
Lazard Asset Management
New York
$43K +$756 +146 +2%
EWM
544
Endurance Wealth Management
Rhode Island
$42K -$48.2K -9,325 -53%
CFD
545
Creative Financial Designs
Indiana
$41.9K +$35K +6,700 +501%
EE
546
EWG Elevate
California
$41.4K +$41.4K +7,933 New
SWM
547
Sugarloaf Wealth Management
Georgia
$40.9K +$9.48K +1,816 +30%
AG
548
AIA Group
Hong Kong
$40.1K -$21.1K -4,035 -34%
AF
549
Allworth Financial
California
$40K +$8.35K +1,600 +26%
AWM
550
Accel Wealth Management
Iowa
$39.4K