688 hedge funds and large institutions have $8.11B invested in Lumen in 2020 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 247 increasing their positions, 258 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
-32
Holders Change %
-4.44%
% of All Funds
15.2%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
74
Increased
247
Reduced
258
Closed
97
Calls
$68.6M
Puts
$179M
Net Calls
-$110M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
551
North Star Investment Management
Illinois
$12K
RE
552
RBC Europe
United Kingdom
$11.4K
LWCFA
553
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K
DWM
554
Darwin Wealth Management
Florida
$11K +$11K +1,245 New
TPWA
555
TRUE Private Wealth Advisors
Oregon
$10K -$1.03K -110 -9%
SIC
556
Salem Investment Counselors
North Carolina
$10K
SCA
557
Stonebridge Capital Advisors
Minnesota
$10K
FHA
558
Flagship Harbor Advisors
Massachusetts
$10K +$5.41K +567 +118%
EWM
559
EPG Wealth Management
Georgia
$10K +$10K +1,036 New
FANJ
560
Financial Architects (New Jersey)
New Jersey
$9K -$5.03K -512 -36%
VCM
561
Versant Capital Management
Arizona
$9K -$676 -78 -7%
LC
562
Lindbrook Capital
California
$9K +$1.57K +172 +21%
Bank Julius Baer & Co
563
Bank Julius Baer & Co
Switzerland
$9K +$9K +1,000 New
HGWM
564
Harvest Group Wealth Management
Massachusetts
$9K +$8.56K +1,001 +1,925%
GEA
565
Glen Eagle Advisors
New Jersey
$8.99K
KFS
566
Kelly Financial Services
Massachusetts
$8.35K
TCOV
567
Trust Company of Vermont
Vermont
$8K -$5.24K -524 -40%
BL
568
Balentine LLC
Georgia
$8K -$3.59K -388 -31%
GTAM
569
Global Trust Asset Management
Florida
$8K -$93 -9 -1%
FHA
570
First Horizon Advisors
Tennessee
$8K
RFA
571
Reilly Financial Advisors
California
$8K +$6.82K +737 +580%
SWM
572
Selective Wealth Management
Virginia
$7K -$7.85K -785 -53%
IWP
573
IAG Wealth Partners
Wisconsin
$7K
CFD
574
Creative Financial Designs
Indiana
$7K
HIA
575
Harbor Investment Advisory
Maryland
$7K