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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
KCPG
726
Kavar Capital Partners Group
Kansas
-$6K -517 Closed
WOC
727
West Oak Capital
California
-$6K -485 Closed
OIA
728
OneDigital Investment Advisors
Kansas
-$6K -481 Closed
WCG
729
Weaver Consulting Group
California
-$4.77K -402 -95%
ONST
730
Old North State Trust
North Carolina
-$4K -377 Closed
AC
731
Avestar Capital
New York
-$2K -342 Closed
DWA
732
Dougherty Wealth Advisers
Minnesota
-$4K -332 Closed
SFG
733
SevenBridge Financial Group
Pennsylvania
-$4K -321 Closed
DWM
734
Destination Wealth Management
California
-$3K -273 Closed
MMG
735
Monetary Management Group
Missouri
-$3K -250 Closed
POIA
736
Pin Oak Investment Advisors
Texas
-$2K -208 Closed
AIM
737
Arcadia Investment Management
Michigan
-$2K -200 Closed
Barrow, Hanley, Mewhinney & Strauss
738
Barrow, Hanley, Mewhinney & Strauss
Texas
-$2K -141 Closed
MF
739
Manchester Financial
California
-$2K -128 Closed
TAIM
740
TD Ameritrade Investment Management
Nebraska
-$1K -92 Closed
YWP
741
YorkBridge Wealth Partners
New York
-$1K -91 Closed
CA
742
Crewe Advisors
Utah
-$1K -80 Closed
LA
743
Legacy Advisors
Pennsylvania
-$1K -48 Closed
W
744
WealthStone
Ohio
-$388 -33 Closed
AIC
745
Archer Investment Corporation
Indiana
-$297 -25 -78%
FGAM
746
Financial Gravity Asset Management
Texas
-$48 -4 -40%
CCM
747
Covington Capital Management
California
+$12 +1 +6%
HI
748
Hudock Inc
Pennsylvania
+$12 +1 +6%
RMC
749
Resources Management Corp
Connecticut
+$71 +6 New
Credit Agricole
750
Credit Agricole
France
+$95 +8 +133%