631 hedge funds and large institutions have $1.96B invested in Lumen in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 192 increasing their positions, 222 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
-118
Holders Change %
-15.75%
% of All Funds
10.1%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
91
Increased
192
Reduced
222
Closed
193
Calls
$27.1M
Puts
$52.1M
Net Calls
-$25M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
601
Colonial Trust Advisors
South Carolina
$138 +$135 +51 +5,100%
TWD
602
True Wealth Design
Ohio
$133
GAG
603
Goodman Advisory Group
Massachusetts
$125
DF
604
DecisionPoint Financial
Arizona
$125 +$125 +47 New
TLCM
605
Twin Lakes Capital Management
California
$113
WT
606
Whittier Trust
California
$113
ECM
607
Everence Capital Management
Indiana
$112 -$34 -12,750 -23%
WIM
608
Westside Investment Management
California
$111
MSFP
609
Mark Sheptoff Financial Planning
Connecticut
$103
NMG
610
New Millennium Group
Utah
$91 -$278 -104 -75%
WTC
611
WhitTier Trust Company
Nevada
$90
IA
612
IFS Advisors
Kansas
$68
CSWM
613
Cassady Schiller Wealth Management
Ohio
$53
VWM
614
Valley Wealth Managers
New Jersey
$50 +$50 +19 New
NC
615
NewSquare Capital
Pennsylvania
$48 -$3.13K -1,175 -98%
TCM
616
Tradewinds Capital Management
Washington
$48
RWPA
617
Richard W. Paul & Associates
Michigan
$34
AIC
618
Archer Investment Corporation
Indiana
$34
MFT
619
Moisand Fitzgerald Tamayo
Florida
$32
HI
620
Hoey Investments
Pennsylvania
$24
Credit Agricole
621
Credit Agricole
France
$16
CM
622
Cornerstone Management
Georgia
$14
NL
623
NVWM LLC
Pennsylvania
$13
BA
624
Bellwether Advisors
Nebraska
$7
IWP
625
IAG Wealth Partners
Wisconsin
$5 +$5 +2 New