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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
JIR
601
James Investment Research
Ohio
$6K
JCM
602
Jacobi Capital Management
Pennsylvania
$6K +$107 +9 +2%
AA
603
Advisory Alpha
Michigan
$5.26K +$5.47K +461 New
MGI
604
MayTech Global Investments
New York
$5K -$119K -10,000 -96%
RIA
605
Realta Investment Advisors
Delaware
$5K -$21.5K -1,807 -82%
FHA
606
Flagship Harbor Advisors
Massachusetts
$5K -$2.38K -200 -30%
CAGAS
607
Capital Advisory Group Advisory Services
Minnesota
$5K
IRC
608
Investors Research Corp
Georgia
$5K
CAC
609
Certified Advisory Corp
Florida
$5K +$95 +8 +2%
AAP
610
Arax Advisory Partners
Colorado
$5K +$3.11K +262 +250%
SIM
611
Sonora Investment Management
Arizona
$5K +$4.75K +400 New
CYG
612
Clean Yield Group
Vermont
$4K -$7.36K -620 -64%
TFO
613
Tarbox Family Office
California
$4K -$1.09K -92 -23%
CWM
614
Cedar Wealth Management
California
$4K
ClearBridge Investments
615
ClearBridge Investments
New York
$4K
FIB
616
First Interstate Bank
Montana
$4K
HWM
617
Holloway Wealth Management
Florida
$4K
WTC
618
WhitTier Trust Company
Nevada
$4K
PFGIA
619
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$2.13K +179 +126%
SSB
620
Sandy Spring Bank
Maryland
$4K +$4.14K +349 New
CI
621
CX Institutional
Indiana
$3K -$2.83K -238 -48%
EIP
622
Ellis Investment Partners
Pennsylvania
$3K
GSWM
623
Golden State Wealth Management
California
$3K
PWMG
624
Prestige Wealth Management Group
New Jersey
$3K
TCM
625
TD Capital Management
Tennessee
$3K