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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
EBSAM
701
Eubel Brady & Suttman Asset Management
Ohio
-$220K -8,011 Closed
GLRA
702
Gerald L. Ray & Associates
Texas
-$218K -7,934 Closed
ECM
703
Everence Capital Management
Indiana
-$211K -7,688 Closed
W
704
Wealthfront
California
-$208K -7,584 Closed
ZDA
705
Zweig-DiMenna Associates
New York
-$206K -7,500 Closed
FCCM
706
First City Capital Management
Georgia
-$204K -7,423 Closed
WP
707
WealthSource Partners
California
-$203K -7,412 Closed
ZAM
708
Zevin Asset Management
Massachusetts
-$201K -7,335 Closed
JIR
709
James Investment Research
Ohio
-$95K -3,452 Closed
IUHSA
710
Itau Unibanco Holding S.A.
Brazil
-$81K -2,960 Closed
S
711
SignatureFD
Georgia
-$68K -2,493 Closed
TRCT
712
Tower Research Capital (TRC)
New York
-$52K -1,899 Closed
BAM
713
Brave Asset Management
New Jersey
-$41K -1,500 Closed
CII
714
Capital International Inc
California
-$38K -1,400 Closed
PCM
715
Prelude Capital Management
New York
-$27K -1,000 Closed
GWA
716
Guidant Wealth Advisors
Illinois
-$23K -832 Closed
IWMPD
717
Integrated Wealth Management (Palm Desert)
California
-$19K -702 Closed
WAS
718
Winch Advisory Services
Wisconsin
-$18K -647 Closed
LAM
719
Lebenthal Asset Management
New York
-$16K -586 Closed
HIM
720
Hillsdale Investment Management
Ontario, Canada
-$8K -280 Closed
MWP
721
MYCIO Wealth Partners
Pennsylvania
-$6K -216 Closed
PCP
722
Proficio Capital Partners
Massachusetts
-$5K -179 Closed
BWP
723
Baldwin Wealth Partners
Massachusetts
-$5K -166 Closed
KA
724
Klingman & Associates
New York
-$4K -164 Closed
FMP
725
Financial Management Professionals
Texas
-$3.43K -135 -96%