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690 hedge funds and large institutions have $10.3B invested in Lumen in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 256 increasing their positions, 237 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

8% more capital invested

Capital invested by funds: $9.51B → $10.3B (+$798M)

1.51% more ownership

Funds ownership: 74.22%75.73% (+1.5%)

8% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 237

2% less funds holding

Funds holding: 706690 (-16)

14% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 85

50% less call options, than puts

Call options by funds: $176M | Put options by funds: $356M

Holders
690
Holders Change
-16
Holders Change %
-2.27%
% of All Funds
15.13%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
73
Increased
256
Reduced
237
Closed
85
Calls
$176M
Puts
$356M
Net Calls
-$180M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
551
Zions Bancorporation
Utah
$23K -$1.88K -158 -8%
TF
552
TimeScale Financial
Massachusetts
$22K -$344 -29 -2%
IAS
553
IMA Advisory Services
Colorado
$22K
SCM
554
Silvant Capital Management
Georgia
$21K -$4.33K -365 -18%
EW
555
Evoke Wealth
California
$20K +$19K +1,602 New
AIC
556
Ameritas Investment Company
Nebraska
$20K +$19.4K +1,632 New
CFA
557
Carroll Financial Associates
North Carolina
$19K
VNA
558
Valley National Advisers
Pennsylvania
$19K +$17.8K +1,500 New
ECM
559
Estabrook Capital Management
New York
$18.7K
GRP
560
Global Retirement Partners
California
$17K -$333 -28 -2%
TCOV
561
Trust Company of Vermont
Vermont
$17K
PCG
562
Private Capital Group
Connecticut
$16K -$20.2K -1,703 -56%
PFBT
563
Parkside Financial Bank & Trust
Missouri
$16K -$5.12K -431 -26%
BL
564
Balentine LLC
Georgia
$16K +$3.25K +274 +28%
MAM
565
Meeder Asset Management
Ohio
$16K +$13K +1,093 +594%
BBHC
566
Brown Brothers Harriman & Co
New York
$15K -$579K -48,739 -98%
SIC
567
Salem Investment Counselors
North Carolina
$15K
NSIM
568
North Star Investment Management
Illinois
$15K +$14.6K +1,233 New
RE
569
RBC Europe
United Kingdom
$15K
SWM
570
Selective Wealth Management
Virginia
$14K +$13.4K +1,126 New
LC
571
Lindbrook Capital
California
$13K -$41.5K -3,498 -77%
SCA
572
Stonebridge Capital Advisors
Minnesota
$13K
VCM
573
Versant Capital Management
Arizona
$13K +$713 +60 +6%
BFEC
574
Benjamin F. Edwards & Company
Missouri
$12K -$6.67K -562 -37%
JPLA
575
Joseph P. Lucia & Associates
New York
$12K