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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
FHA
576
First Horizon Advisors
Tennessee
$12K +$1.63K +137 +16%
NIC
577
Northwest Investment Counselors
Oregon
$12K +$11.9K +1,000 New
GEA
578
Glen Eagle Advisors
New Jersey
$11.9K +$891 +75 +9%
KFS
579
Kelly Financial Services
Massachusetts
$11K
FCA
580
FinTrust Capital Advisors
South Carolina
$11K
AF
581
Allworth Financial
California
$11K +$24 +2 +0.2%
TWA
582
TCI Wealth Advisors
Arizona
$10K -$2.66K -224 -22%
GTAM
583
Global Trust Asset Management
Florida
$10K +$24 +2 +0.3%
SLF
584
Sun Life Financial
Ontario, Canada
$10K +$333 +28 +4%
PMFA
585
Plante Moran Financial Advisors
Michigan
$10K +$8.16K +687 +892%
QCIG
586
Quad-Cities Investment Group
Iowa
$8K -$27.1K -2,282 -77%
CFD
587
Creative Financial Designs
Indiana
$8K -$5.9K -497 -41%
GWMIA
588
Global Wealth Management Investment Advisory
Florida
$8K -$5.19K -437 -39%
SIAP
589
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K -$2.22K -187 -22%
ME
590
McIlrath & Eck
Washington
$8K
CAL
591
Capital Analysts LLC
Pennsylvania
$8K +$1.97K +166 +33%
GWS
592
Glassman Wealth Services
Virginia
$8K +$2.87K +242 +56%
ATC
593
Adirondack Trust Company
New York
$7K -$25.1K -2,111 -80%
GAM
594
Gemmer Asset Management
California
$7K -$11.7K -982 -64%
CTC
595
Central Trust Company
Missouri
$7K
KTC
596
Kistler-Tiffany Companies
Pennsylvania
$6K -$2.38K -200 -30%
TFS
597
TrustCore Financial Services
Tennessee
$6K -$1.78K -150 -25%
JFA
598
JNBA Financial Advisors
Minnesota
$6K -$1.19K -100 -18%
AP
599
Arlington Partners
Alabama
$6K
EARNEST Partners
600
EARNEST Partners
Georgia
$6K