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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
PCP
601
Proficio Capital Partners
Massachusetts
$6K +$4.78K +164 +456%
MUS
602
Mitsubishi UFJ Securities
Japan
$5K -$91.5K -3,140 -95%
OSNBOA
603
Old Second National Bank of Aurora
Illinois
$5K -$757 -26 -14%
BWP
604
Baldwin Wealth Partners
Massachusetts
$5K
MWM
605
MinichMacGregor Wealth Management
New York
$5K
MPWT
606
MassMutual Private Wealth & Trust
Connecticut
$4.18K +$350 +12 +9%
1832 Asset Management
607
1832 Asset Management
Ontario, Canada
$4K -$14.6K -500 -77%
PFBT
608
Parkside Financial Bank & Trust
Missouri
$4K
SIG
609
Stanford Investment Group
California
$4K
TIM
610
Tortoise Investment Management
New York
$4K
FMP
611
Financial Management Professionals
Texas
$4K +$3.93K +135 +2,250%
CA
612
Commerzbank Aktiengesellschaft
Germany
$3.8K +$247K +8,466 +7%
SWA
613
Sutton Wealth Advisors
Florida
$3.19K
ARMC
614
American Research & Management Company
Massachusetts
$3K
HPBT
615
High Point Bank & Trust
North Carolina
$3K
IFA
616
Interactive Financial Advisors
Illinois
$3K
LNB
617
Ledyard National Bank
$3K
WTC
618
WhitTier Trust Company
Nevada
$3K
PWM
619
Perigon Wealth Management
California
$3K +$2.62K +90 New
RWA
620
Ropes Wealth Advisors
Massachusetts
$2K -$9.9K -340 -80%
HR
621
Howe & Rusling
New York
$2K
MA
622
MCF Advisors
Kentucky
$2K +$58 +2 +3%
NR
623
Newfound Research
Massachusetts
$2K +$1.63K +56 New
DBT
624
Dubuque Bank & Trust
Iowa
$1K -$10.6K -365 -91%
CAL
625
Capital Advisors Ltd
Ohio
$1K