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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
SIG
626
Stanford Investment Group
California
$3K
TIM
627
Tortoise Investment Management
New York
$3K
MWM
628
Mascoma Wealth Management
New Hampshire
$3K +$2.72K +107 New
SWA
629
Sutton Wealth Advisors
Florida
$2.4K -$229 -9 -8%
PMFA
630
Plante Moran Financial Advisors
Michigan
$2K -$43.2K -1,701 -95%
LWM
631
LBA Wealth Management
Florida
$2K -$5.89K -232 -72%
ARMC
632
American Research & Management Company
Massachusetts
$2K
HFM
633
Hartford Financial Management
Connecticut
$2K
HPBT
634
High Point Bank & Trust
North Carolina
$2K
HR
635
Howe & Rusling
New York
$2K
LNB
636
Ledyard National Bank
$2K
MA
637
MCF Advisors
Kentucky
$2K +$51 +2 +3%
NR
638
Newfound Research
Massachusetts
$2K +$178 +7 +12%
AIM
639
Advantage Investment Management
Iowa
$2K +$609 +24 +52%
BRC
640
Bell Rock Capital
Delaware
$2K +$1.85K +73 New
CPA
641
Clear Perspective Advisors
Illinois
$2K +$2.06K +81 New
Carson Wealth (CWM LLC)
642
Carson Wealth (CWM LLC)
Nebraska
$1K -$5.05K -199 -77%
DBT
643
Dubuque Bank & Trust
Iowa
$1K
MCM
644
MV Capital Management
Maryland
$1K
TCM
645
TD Capital Management
Tennessee
$1K
SQA
646
Simon Quick Advisors
New Jersey
$1K +$736 +29 New
GRP
647
Global Retirement Partners
California
$1K +$838 +33 New
CIAN
648
Capstone Investment Advisors (Netherlands)
New York
$1K +$863 +34 New
FCB
649
First Command Bank
Texas
$1K +$1.6K +63 New
FCFS
650
First Command Financial Services
Texas
$1K +$1.6K +63 New