715 hedge funds and large institutions have $11.4B invested in Lumen in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 271 increasing their positions, 214 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+12
Holders Change %
+1.71%
% of All Funds
12.48%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
95
Increased
271
Reduced
214
Closed
78
Calls
$190M
Puts
$189M
Net Calls
+$1.42M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
576
AllSquare Wealth Management
New York
$31K
FA
577
Financial Avengers
California
$29K +$135 +10 +0.5%
MCM
578
Manchester Capital Management
Vermont
$28K
OC
579
Oakworth Capital
Alabama
$27K
TFS
580
TrustCore Financial Services
Tennessee
$27K
SA
581
SRH Advisors
Kansas
$26K
NSIM
582
North Star Investment Management
Illinois
$24K
IAS
583
IMA Advisory Services
Colorado
$24K
TF
584
TimeScale Financial
Massachusetts
$24K +$393 +29 +2%
SCM
585
Silvant Capital Management
Georgia
$23K
LWCFA
586
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K +$21K +1,523 New
ECM
587
Estabrook Capital Management
New York
$20.4K
CFA
588
Carroll Financial Associates
North Carolina
$20K +$341 +26 +2%
GTAM
589
Global Trust Asset Management
Florida
$19K -$4.51K -326 -19%
SBL
590
Sargent Bickham Lagudis
Colorado
$19K
PFBT
591
Parkside Financial Bank & Trust
Missouri
$19K +$2.86K +213 +18%
Loomis, Sayles & Company
592
Loomis, Sayles & Company
Massachusetts
$19K +$19K +1,386 New
WT
593
Whittier Trust
California
$18K
SCA
594
Stonebridge Capital Advisors
Minnesota
$18K +$9K +650 +100%
ST
595
Smithfield Trust
Pennsylvania
$17K
RG
596
Retirement Group
California
$17K +$41 +3 +0.2%
CWA
597
Clearview Wealth Advisors
Oregon
$17K +$220 +16 +1%
HFM
598
Harvest Fund Management
China
$17K +$17K +1,259 New
CB
599
Community Bank
New York
$16K
MGIM
600
M&G Investment Management
United Kingdom
$15.9K +$3.73K +266,451 +31%