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617 hedge funds and large institutions have $15.7B invested in Lumen in 2014 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 202 increasing their positions, 252 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

51% more call options, than puts

Call options by funds: $246M | Put options by funds: $164M

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

12% more capital invested

Capital invested by funds: $14.1B → $15.7B (+$1.66B)

3% more funds holding

Funds holding: 599617 (+18)

1.54% more ownership

Funds ownership: 74.19%75.74% (+1.5%)

20% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 252

Holders
617
Holders Change
+18
Holders Change %
+3.01%
% of All Funds
17.73%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
66
Increased
202
Reduced
252
Closed
44
Calls
$246M
Puts
$164M
Net Calls
+$82.8M
Net Calls Change
-$86.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
576
MYCIO Wealth Partners
Pennsylvania
$8K
FA
577
Financial Advantage
Maryland
$8K +$3.59K +100 +79%
AC
578
Alexandria Capital
Virginia
$7K
KTC
579
Kistler-Tiffany Companies
Pennsylvania
$7K
TFO
580
Tarbox Family Office
California
$6K -$4.42K -123 -40%
DOA
581
D'Orazio & Associates
Virginia
$6K
FWM
582
Focused Wealth Management
New York
$6K
OSNBOA
583
Old Second National Bank of Aurora
Illinois
$6K
PSI
584
Pinnacle Summer Investments
Virginia
$6K
SAM
585
Shamrock Asset Management
Texas
$6K
PMFA
586
Plante Moran Financial Advisors
Michigan
$6K +$1.72K +48 +38%
MPWT
587
MassMutual Private Wealth & Trust
Connecticut
$5.54K
1832 Asset Management
588
1832 Asset Management
Ontario, Canada
$5K
M
589
MOTCO
Texas
$5K
SEC
590
Seven Eight Capital
New York
$5K +$5.06K +141 New
JFGIW
591
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K -$100K -2,796 -96%
ARMC
592
American Research & Management Company
Massachusetts
$4K
CAW
593
Cornerstone Advisors (Washington)
Washington
$4K
EWM
594
Elite Wealth Management
Washington
$4K
HPBT
595
High Point Bank & Trust
North Carolina
$4K
WTC
596
WhitTier Trust Company
Nevada
$4K
PAS
597
Partnervest Advisory Services
California
$4K +$3.59K +100 New
HR
598
Howe & Rusling
New York
$3K
LWCFA
599
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
TF
600
Tompkins Financial
New York
$3K