715 hedge funds and large institutions have $11.4B invested in Lumen in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 271 increasing their positions, 214 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+12
Holders Change %
+1.71%
% of All Funds
12.48%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
95
Increased
271
Reduced
214
Closed
78
Calls
$190M
Puts
$189M
Net Calls
+$1.42M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
601
Salem Investment Counselors
North Carolina
$15K
GEA
602
Glen Eagle Advisors
New Jersey
$14.9K
WP
603
WealthShield Partners
North Carolina
$14K
FGAM
604
Financial Gravity Asset Management
Texas
$14K +$14K +23 New
Bank Julius Baer & Co
605
Bank Julius Baer & Co
Switzerland
$14K +$381 +28 +3%
AssetMark Inc
606
AssetMark Inc
California
$13K -$38.7M -2,787,770 -100%
LC
607
Lindbrook Capital
California
$13K
TIM
608
Tortoise Investment Management
New York
$13K
CMF
609
Counterpoint Mutual Funds
California
$13K +$13K +955 New
APWA
610
Atlas Private Wealth Advisors
New Jersey
$12K +$84 +6 +0.7%
LAS
611
Lloyd Advisory Services
Georgia
$12K +$4.86K +353 +68%
AW
612
Alaethes Wealth
Nevada
$12K +$12K +873 New
ZB
613
Zions Bancorporation
Utah
$12K +$12K +880 New
COCM
614
Charter Oak Capital Management
New Hampshire
$11K
RCA
615
Ranch Capital Advisors
Florida
$10K -$10K -800 Closed
SIM
616
Sonora Investment Management
Arizona
$10K
HIA
617
Harbor Investment Advisory
Maryland
$10K
TFIPS
618
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.15K
VCM
619
Versant Capital Management
Arizona
$8K -$50.2K -3,722 -86%
IWP
620
IAG Wealth Partners
Wisconsin
$8K -$10.1K -700 -56%
EW
621
Evoke Wealth
California
$8K -$4.13K -302 -34%
TFO
622
Tarbox Family Office
California
$8K
SIM
623
Sentry Investment Management
Wisconsin
$7K -$115K -8,968 -94%
GAM
624
Gemmer Asset Management
California
$7K
EARNEST Partners
625
EARNEST Partners
Georgia
$7K