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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
AIM
576
Anchor Investment Management
South Carolina
$11.9K
QCG
577
Quadrant Capital Group
Ohio
$11K -$50.7K -1,995 -79%
DOA
578
D'Orazio & Associates
Virginia
$11K
ZB
579
Zions Bancorporation
Utah
$11K +$203 +8 +2%
SLF
580
Sun Life Financial
Ontario, Canada
$10.5K -$70.5K -2,775 -92%
BGIM
581
Brandywine Global Investment Management
Pennsylvania
$10K -$13.5M -530,577 -100%
VCM
582
Versant Capital Management
Arizona
$10K -$4.24K -167 -28%
SFG
583
SevenBridge Financial Group
Pennsylvania
$10K
JCM
584
Jacobi Capital Management
Pennsylvania
$10K +$178 +7 +2%
PRS
585
Pinkerton Retirement Specialists
Idaho
$9K -$112K -4,408 -92%
Lazard Asset Management
586
Lazard Asset Management
New York
$9K -$4.24K -167 -30%
ATC
587
Adirondack Trust Company
New York
$9K
CPP
588
Crow Point Partners
Massachusetts
$8K -$12M -473,551 -100%
CWM
589
Cedar Wealth Management
California
$8K
VNA
590
Valley National Advisers
Pennsylvania
$8K
KF
591
Krilogy Financial
Missouri
$8K +$25 +1 +0.3%
MWM
592
MinichMacGregor Wealth Management
New York
$8K +$102 +4 +1%
1832 Asset Management
593
1832 Asset Management
Ontario, Canada
$8K +$3.81K +150 +100%
FAN
594
Financial Advisors Network
California
$7.41K +$7.29K +287 New
JFA
595
JNBA Financial Advisors
Minnesota
$7K -$56.3K -2,218 -89%
BAM
596
Bruderman Asset Management
New York
$7K -$45.3K -1,785 -86%
CB
597
Community Bank
New York
$7K -$13.4K -528 -64%
TCOV
598
Trust Company of Vermont
Vermont
$7K -$4.6K -181 -37%
FANJ
599
Financial Architects (New Jersey)
New Jersey
$7K -$1.78K -70 -20%
AC
600
Alexandria Capital
Virginia
$7K