749 hedge funds and large institutions have $4.15B invested in Lumen in 2022 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 216 increasing their positions, 276 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
-25
Holders Change %
-3.23%
% of All Funds
12.08%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
121
Increased
216
Reduced
276
Closed
128
Calls
$126M
Puts
$96.8M
Net Calls
+$29.7M
Net Calls Change
+$78.2M
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
701
JNBA Financial Advisors
Minnesota
$454
CS
702
Comerica Securities
Michigan
$386 +$386 +74 New
GIA
703
GHP Investment Advisors
Colorado
$358
CSC
704
Caldwell Sutter Capital
California
$355 +$355 +68 New
EBA
705
Eagle Bay Advisors
New York
$345 -$8.36K -1,600 -96%
WOSD
706
WFA of San Diego
California
$345 +$345 +66 New
ECM
707
Everence Capital Management
Indiana
$287 +$287 +54,970 New
USCWA
708
U.S. Capital Wealth Advisors
Texas
$261 -$178K -34,067 -100%
TWD
709
True Wealth Design
Ohio
$261 +$261 +50 New
WT
710
Whittier Trust
California
$223
JWM
711
Janiczek Wealth Management
Colorado
$223
TLCM
712
Twin Lakes Capital Management
California
$223
MSCM
713
McElhenny Sheffield Capital Management
Texas
$209 +$209 +40 New
MSFP
714
Mark Sheptoff Financial Planning
Connecticut
$204
LFG
715
Larson Financial Group
Missouri
$193 +$193 +37 New
WTC
716
WhitTier Trust Company
Nevada
$177
IA
717
IFS Advisors
Kansas
$135
CB
718
CNB Bank
Pennsylvania
$125
AA
719
Addison Advisors
Vermont
$110
CSWM
720
Cassady Schiller Wealth Management
Ohio
$104 +$104 +20 New
AWM
721
Abound Wealth Management
Tennessee
$102
TCM
722
Tradewinds Capital Management
Washington
$94
CWC
723
Carolinas Wealth Consulting
North Carolina
$93
MYAM
724
Meiji Yasuda Asset Management
Japan
$71 -$27 -5,100 -27%
AIC
725
Archer Investment Corporation
Indiana
$68 +$10 +2 +18%