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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
FPB
601
First PREMIER Bank
South Dakota
$7K
WTC
602
WhitTier Trust Company
Nevada
$7K +$4.47K +176 +178%
KT
603
Kanaly Trust
Texas
$7K +$5.82K +229 +323%
EF
604
Empirical Finance
Pennsylvania
$7K +$6.47K +255 New
EARNEST Partners
605
EARNEST Partners
Georgia
$7K +$7.49K +295 New
MPWT
606
MassMutual Private Wealth & Trust
Connecticut
$6.28K +$6.7K +264 New
SBL
607
Sargent Bickham Lagudis
Colorado
$6K
TFO
608
Tarbox Family Office
California
$6K
GBBWRPM
609
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K +$25 +1 +0.5%
FFW
610
Fusion Family Wealth
New York
$6K +$6.32K +249 New
GBT
611
Grove Bank & Trust
Florida
$6K +$6.47K +255 New
TWMP
612
Taylor Wealth Management Partners
Massachusetts
$5K
TDC
613
Thompson Davis & Co
Virginia
$5K
TF
614
Tompkins Financial
New York
$5K
DAM
615
Delta Asset Management
Tennessee
$4K -$5.79K -228 -60%
OSNBOA
616
Old Second National Bank of Aurora
Illinois
$4K
PFBT
617
Parkside Financial Bank & Trust
Missouri
$4K +$229 +9 +6%
YWP
618
YorkBridge Wealth Partners
New York
$4K +$3.94K +155 New
OFW
619
Omnia Family Wealth
Florida
$4K +$3.99K +157 New
BWM
620
Baystate Wealth Management
Massachusetts
$4K +$4.09K +161 New
FBT
621
First Bank & Trust
South Dakota
$4K +$4.27K +168 New
WIM
622
Westside Investment Management
California
$3.71K +$3.73K +147 New
WPA
623
West Paces Advisors
Georgia
$3.19K +$3.4K +134 New
JFGIW
624
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K -$5.87K -231 -67%
AP
625
Atwood & Palmer
Missouri
$3K -$4.57K -180 -60%