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644 hedge funds and large institutions have $11.7B invested in Lumen in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 269 increasing their positions, 217 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 217

8% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 63

2% less funds holding

Funds holding: 656644 (-12)

2.13% less ownership

Funds ownership: 76.17%74.04% (-2.1%)

9% less capital invested

Capital invested by funds: $12.9B → $11.7B (-$1.2B)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

37% less call options, than puts

Call options by funds: $194M | Put options by funds: $306M

Holders
644
Holders Change
-12
Holders Change %
-1.83%
% of All Funds
17.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
58
Increased
269
Reduced
217
Closed
63
Calls
$194M
Puts
$306M
Net Calls
-$113M
Net Calls Change
+$7.93M
Name Holding Trade Value Shares
Change
Change in
Stake
PRS
576
Pinkerton Retirement Specialists
Idaho
$12K +$12.3K +423 New
ZB
577
Zions Bancorporation
Utah
$11K -$37.4K -1,283 -78%
IPC
578
Independent Portfolio Consultants
Florida
$11K -$1.46K -50 -11%
DAM
579
Delta Asset Management
Tennessee
$11K
TC
580
Trust Company
Kansas
$11K
SFG
581
SevenBridge Financial Group
Pennsylvania
$11K +$11.1K +382 New
JCM
582
Jacobi Capital Management
Pennsylvania
$11K +$11.2K +385 New
FANJ
583
Financial Architects (New Jersey)
New Jersey
$10K -$9.09K -312 -47%
KF
584
Krilogy Financial
Missouri
$10K
CWM
585
Cedar Wealth Management
California
$10K +$10.3K +354 New
MA
586
MUFG Americas
New York
$9K -$2.01K -69 -19%
AC
587
Alexandria Capital
Virginia
$9K
AP
588
Atwood & Palmer
Missouri
$9K
LWM
589
LBA Wealth Management
Florida
$9K
VNA
590
Valley National Advisers
Pennsylvania
$9K
SCM
591
Southport Capital Management
Tennessee
$9K +$9K +309 New
JFA
592
JNBA Financial Advisors
Minnesota
$8K
SBL
593
Sargent Bickham Lagudis
Colorado
$8K
WEC
594
Winslow Evans & Crocker
Massachusetts
$7.22K +$29 +1 +0.4%
TF
595
Tompkins Financial
New York
$6K -$10.1K -347 -63%
CAW
596
Cornerstone Advisors (Washington)
Washington
$6K
MWP
597
MYCIO Wealth Partners
Pennsylvania
$6K
TWMP
598
Taylor Wealth Management Partners
Massachusetts
$6K
Carson Wealth (CWM LLC)
599
Carson Wealth (CWM LLC)
Nebraska
$6K +$29 +1 +0.5%
GBBWRPM
600
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K +$29 +1 +0.5%