688 hedge funds and large institutions have $8.11B invested in Lumen in 2020 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 247 increasing their positions, 258 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
-32
Holders Change %
-4.44%
% of All Funds
15.2%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.4%
New
74
Increased
247
Reduced
258
Closed
97
Calls
$68.6M
Puts
$179M
Net Calls
-$110M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Shares
Change %
WQ
601
Wealth Quarterback
New Jersey
$3.21K -$76.9K -8,125 -96%
GWS
602
Glassman Wealth Services
Virginia
$3K -$8.61K -956 -74%
EI
603
Ellevest Inc
New York
$3K -$4.2K -386 -58%
CYG
604
Clean Yield Group
Vermont
$3K
WTC
605
WhitTier Trust Company
Nevada
$3K
ClearBridge Investments
606
ClearBridge Investments
New York
$3K
HWM
607
Holloway Wealth Management
Florida
$3K -$5K
JCM
608
Jacobi Capital Management
Pennsylvania
$3K +$68 +8 +2%
TFO
609
Tarbox Family Office
California
$3K +$437 +49 +17%
PFGIA
610
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$1.44K +169 +92%
LPWM
611
Lake Point Wealth Management
Texas
$3K +$1.7K +200 +130%
CAGAS
612
Capital Advisory Group Advisory Services
Minnesota
$3K +$3K +385 New
SWA
613
Sutton Wealth Advisors
Florida
$2.1K +$1.45K +153 +222%
CFG
614
Citizens Financial Group
Rhode Island
$2K -$2.43K -269 -55%
Fidelity International
615
Fidelity International
Bermuda
$2K -$300 -36 -13%
JSC
616
Jackson Square Capital
California
$2K
TCM
617
TD Capital Management
Tennessee
$2K
MCM
618
MV Capital Management
Maryland
$2K
RIA
619
RPG Investment Advisory
California
$2K
EIP
620
Ellis Investment Partners
Pennsylvania
$2K
FBT
621
First Bank & Trust
South Dakota
$2K +$123 +11 +7%
KFI
622
Key Financial Inc
Pennsylvania
$2K +$2K +176 New
TFS
623
TrustCore Financial Services
Tennessee
$2K +$1.92K +200 +2,500%
LSA
624
Lion Street Advisors
Texas
$2K +$2K +203 New
RTC
625
Riverview Trust Company
Washington
$2K +$2K +225 New