631 hedge funds and large institutions have $1.96B invested in Lumen in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 192 increasing their positions, 222 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-118
Holders Change %
-15.75%
% of All Funds
10.1%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
91
Increased
192
Reduced
222
Closed
193
Calls
$27.1M
Puts
$52.1M
Net Calls
-$25M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
576
Bogart Wealth LLC
Virginia
$504
CFO
577
CVA Family Office
Colorado
$504 +$504 +190 New
AAP
578
Arax Advisory Partners
Colorado
$500
GTAM
579
Global Trust Asset Management
Florida
$477 -$48 -18 -9%
FWM
580
Focused Wealth Management
New York
$463
BWM
581
BerganKDV Wealth Management
Minnesota
$455 +$189 +71 +71%
BWP
582
Baldwin Wealth Partners
Massachusetts
$376
MWM
583
Mascoma Wealth Management
New Hampshire
$372 +$372 +157 New
SIC
584
SJS Investment Consulting
Ohio
$369
FNBOSM
585
First National Bank of South Miami
Florida
$334
RA
586
Rise Advisors
New York
$333
AssetMark Inc
587
AssetMark Inc
California
$313 -$146 -55 -32%
ARS
588
Adirondack Retirement Specialists
New York
$311 +$311 +128 New
APC
589
Aspire Private Capital
North Carolina
$276
NECFA
590
New England Capital Financial Advisors
Connecticut
$265 -$5 -2 -2%
GEA
591
Glen Eagle Advisors
New Jersey
$265
BSB
592
Bangor Savings Bank
Maine
$257
SIS
593
Strategic Investment Solutions
Illinois
$249 +$249 +94 New
JFA
594
JNBA Financial Advisors
Minnesota
$231
CAC
595
Core Alternative Capital
Georgia
$204 +$204 +77 New
PK
596
Pflug Koory
Nebraska
$196
GIA
597
GHP Investment Advisors
Colorado
$182
EBA
598
Eagle Bay Advisors
New York
$175
LFG
599
Larson Financial Group
Missouri
$164 +$66 +25 +68%
FCT
600
First Community Trust
Iowa
$148