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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
TCM
551
Tradewinds Capital Management
Washington
$26K
AF
552
Allworth Financial
California
$25K +$7.52K +296 +38%
MBT
553
Montecito Bank & Trust
California
$25K +$26.9K +1,058 New
PWM
554
Perigon Wealth Management
California
$25K +$27.1K +1,069 New
ClearBridge Investments
555
ClearBridge Investments
New York
$24K -$14K -550 -36%
WT
556
Whittier Trust
California
$24K
MUS
557
Mitsubishi UFJ Securities
Japan
$21K
BAM
558
Barrett Asset Management
New York
$21K +$22.9K +900 New
IWC
559
Integrated Wealth Counsel
California
$19K
LYV
560
Live Your Vision
Pennsylvania
$18K +$18.5K +727 +2,596%
AA
561
Ancora Advisors
Ohio
$18K +$19.6K +770 New
RFWA
562
RPg Family Wealth Advisory
Massachusetts
$17.5K +$4.57K +180 +32%
BKA
563
Brick & Kyle Associates
Pennsylvania
$17K
VIA
564
Vantage Investment Advisors
Pennsylvania
$17K +$152 +6 +0.8%
GEA
565
Glen Eagle Advisors
New Jersey
$16.6K +$17.8K +700 New
CCM
566
Cribstone Capital Management
Maine
$14K
IP
567
Isthmus Partners
Wisconsin
$14K
CAW
568
Cornerstone Advisors (Washington)
Washington
$14K +$5.36K +211 +57%
SIC
569
Salem Investment Counselors
North Carolina
$13K
FIB
570
First Interstate Bank
Montana
$12K
HI
571
Hudock Inc
Pennsylvania
$12K
TC
572
Trust Company
Kansas
$12K +$2.44K +96 +25%
MA
573
MUFG Americas
New York
$12K +$5.08K +200 +66%
LJHT
574
Laurie J. Hall Trustee
$12K +$11.7K +460 New
MIFH
575
Migdal Insurance & Financial Holdings
Israel
$12K +$12.7K +501 New