631 hedge funds and large institutions have $1.96B invested in Lumen in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 192 increasing their positions, 222 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-118
Holders Change %
-15.75%
% of All Funds
10.1%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
91
Increased
192
Reduced
222
Closed
193
Calls
$27.1M
Puts
$52.1M
Net Calls
-$25M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
GWSA
526
Global Wealth Strategies & Associates
Colorado
$2.29K
BIA
527
Bell Investment Advisors
California
$2.15K +$42 +16 +2%
AW
528
Avion Wealth
Texas
$2K
KFP
529
KB Financial Partners
New Jersey
$2K +$1.15K +346 +134%
CA
530
Centerpoint Advisors
Massachusetts
$2K +$1.68K +650 +520%
TCA
531
Trifecta Capital Advisors
Illinois
$1.96K +$1.96K +738 New
TCM
532
TD Capital Management
Tennessee
$1.93K
FA
533
Financial Avengers
California
$1.9K
AI
534
AXS Investments
New York
$1.88K -$445 -168 -19%
SCA
535
Stonebridge Capital Advisors
Minnesota
$1.83K
FMII
536
Farmers & Merchants Investments Inc
Nebraska
$1.74K -$1.97K -743 -53%
AIP
537
Ahrens Investment Partners
Louisiana
$1.72K +$1.72K +647 New
ZB
538
Zions Bancorporation
Utah
$1.65K +$1.32K +499 +399%
KHC
539
Koesten Hirschmann & Crabtree
Kansas
$1.54K
SWA
540
SOA Wealth Advisors
New York
$1.41K
TIM
541
Tortoise Investment Management
New York
$1.38K
BWM
542
Baystate Wealth Management
Massachusetts
$1.38K +$1.06K +400 +336%
JWM
543
Janiczek Wealth Management
Colorado
$1.36K +$1.27K +560 +1,514%
EARNEST Partners
544
EARNEST Partners
Georgia
$1.34K
Jones Financial Companies
545
Jones Financial Companies
Missouri
$1.33K +$1.33K +500 New
KA
546
Kozak & Associates
Colorado
$1.32K
AP
547
Arlington Partners
Alabama
$1.26K
MC
548
Machina Capital
France
$1.24K +$1.24K +469 New
MCM
549
Manchester Capital Management
Vermont
$1.22K +$1.22K +461 New
Commonwealth Equity Services
550
Commonwealth Equity Services
Massachusetts
$1.19K -$257 -97,123 -18%