We are live on ! Find out more

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
MAFM
701
Mid Atlantic Financial Management
Pennsylvania
-$177K -15,061 Closed
PI
702
PEAK6 Investments
Illinois
-$159K -13,409 Closed
WP
703
WealthSource Partners
California
-$157K -13,345 Closed
FA
704
FDx Advisors
Illinois
-$157K -13,316 Closed
CANY
705
Caxton Associates (New York)
New York
-$149K -12,634 Closed
ER
706
Enlightenment Research
Florida
-$146K -12,400 Closed
EFS
707
Essex Financial Services
Connecticut
-$144K -12,224 Closed
BPWA
708
Beacon Pointe Wealth Advisors
California
-$135K -11,494 Closed
FWM
709
Frontier Wealth Management
Missouri
-$130K -11,014 Closed
SP
710
Successful Portfolios
Florida
-$120K -10,163 Closed
UAS
711
United Asset Strategies
New York
-$119K -10,080 Closed
WSCM
712
Wellington Shields Capital Management
New York
-$118K -10,044 Closed
O
713
Ossiam
France
-$63K -5,389 Closed
TNBTD
714
Trustmark National Bank Trust Department
Mississippi
-$43K -3,646 Closed
ACS
715
Archford Capital Strategies
Illinois
-$41K -3,524 Closed
AIL
716
AGF Investments LLC
Ontario, Canada
-$38K -3,191 Closed
ESB
717
Essex Savings Bank
Connecticut
-$34K -2,846 Closed
CFGS
718
Concourse Financial Group Securities
Alabama
-$25.8K -2,170 Closed
PCP
719
Proficio Capital Partners
Massachusetts
-$17K -1,471 Closed
RFA
720
Reilly Financial Advisors
California
-$16.2K -1,365 -99%
TPWA
721
TRUE Private Wealth Advisors
Oregon
-$12K -1,070 Closed
ETI
722
Enterprise Trust & Investment
California
-$9K -804 Closed
CWA
723
Clarus Wealth Advisors
Arizona
-$9K -751 Closed
DWM
724
Doyle Wealth Management
Florida
-$6K -550 Closed
GFPC
725
Global Financial Private Capital
Florida
-$6K -533 Closed