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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
Fidelity International
626
Fidelity International
Bermuda
$3K +$238 +20 +8%
RIA
627
RPG Investment Advisory
California
$3K +$2.54K +214 New
NCM
628
Nelson Capital Management
California
$3K +$2.65K +223 New
CFG
629
Citizens Financial Group
Rhode Island
$3K +$3.15K +265 New
DP
630
Denver PWM
Colorado
$2.67K +$2.58K +217 New
BCI
631
Brinker Capital Investments
Pennsylvania
$2K
OSNBOA
632
Old Second National Bank of Aurora
Illinois
$2K
SBL
633
Sargent Bickham Lagudis
Colorado
$2K
SIS
634
Sound Income Strategies
Florida
$2K
TIM
635
Tortoise Investment Management
New York
$2K
RWG
636
Regal Wealth Group
California
$2K +$24 +2 +1%
MPWT
637
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.38K +200 New
GWAG
638
Garrett Wealth Advisory Group
Texas
$1.93K +$1.84K +155 New
EIM
639
Essex Investment Management
Massachusetts
$1K -$914 -77 -50%
MCM
640
MV Capital Management
Maryland
$1K -$12 -1 -2%
ARMC
641
American Research & Management Company
Massachusetts
$1K
AJ
642
Ashburton (Jersey)
Jersey
$1K
APC
643
Aspire Private Capital
North Carolina
$1K
Canada Pension Plan Investment Board
644
Canada Pension Plan Investment Board
Ontario, Canada
$1K
EI
645
Ellevest Inc
New York
$1K
FMP
646
Financial Management Professionals
Texas
$1K
FCB
647
First Command Bank
Texas
$1K
FCFS
648
First Command Financial Services
Texas
$1K
FFC
649
First Financial Corp
Indiana
$1K
FNBOSM
650
First National Bank of South Miami
Florida
$1K