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505 hedge funds and large institutions have $4.73B invested in Lumen in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 132 increasing their positions, 123 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

556% more capital invested

Capital invested by funds: $721M → $4.73B (+$4.01B)

94% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 64

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more funds holding

Funds holding: 452505 (+53)

7% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 123

0.81% more ownership

Funds ownership: 64.7%65.51% (+0.81%)

14% less call options, than puts

Call options by funds: $220M | Put options by funds: $255M

Holders
505
Holders Change
+53
Holders Change %
+11.73%
% of All Funds
7.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
124
Increased
132
Reduced
123
Closed
64
Calls
$220M
Puts
$255M
Net Calls
-$35.3M
Net Calls Change
-$7.77M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
526
William Blair & Company
Illinois
-$24.7K -22,496 Closed
DEA
527
DoubleLine ETF Adviser
Florida
-$23.9K -21,738 Closed
MTIM
528
Marathon Trading Investment Management
Pennsylvania
-$22K -20,000 Closed
JF
529
Jump Financial
Illinois
-$21K -19,097 Closed
SRL
530
Scientech Research LLC
New Jersey
-$20K -18,215 Closed
IWM
531
IHT Wealth Management
Illinois
-$17.5K -15,916 Closed
PIC
532
Portland Investment Counsel
Ontario, Canada
-$15.4K -14,000 Closed
AWE
533
Avidian Wealth Enterprises
Texas
-$14.5K -13,205 Closed
MWM
534
Modera Wealth Management
New Jersey
-$13.9K -12,624 Closed
M&T Bank
535
M&T Bank
New York
-$13.8K -12,507 Closed
First Manhattan
536
First Manhattan
New York
-$13.6K -12,396 Closed
MHB
537
Midwest Heritage Bank
Iowa
-$12.4K -11,289 Closed
SPC
538
Sigma Planning Corp
Michigan
-$12.3K -11,208 Closed
AWS
539
Atria Wealth Solutions
New York
-$11.8K -10,745 Closed
CF
540
Cantor Fitzgerald
New York
-$11.6K -10,573 Closed
Luther King Capital Management (LKCM)
541
Luther King Capital Management (LKCM)
Texas
-$11K -10,000 Closed
GIA
542
GHP Investment Advisors
Colorado
-$5.59K -5,085 Closed
CC
543
Cultivar Capital
Texas
-$4.9K -4,452 Closed
BCV
544
Banque Cantonale Vaudoise
Switzerland
-$4K -4,000 Closed
ATPW
545
Ashton Thomas Private Wealth
Arizona
-$2.75K -2,500 Closed
SA
546
SRH Advisors
Kansas
-$2.1K -1,910 Closed
KFS
547
Kelly Financial Services
Massachusetts
-$971 -883 Closed
GI
548
Gradient Investments
Minnesota
-$912 -829 Closed
CP
549
Camelot Portfolios
Ohio
-$522 -475 Closed
TFF
550
The Family Firm
Maryland
-$375 -341 Closed