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778 hedge funds and large institutions have $9.02B invested in Lumen in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 307 increasing their positions, 244 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $247M | Put options by funds: $192M

26% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 244

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 97

1.4% less ownership

Funds ownership: 80.04%78.64% (-1.4%)

2% less funds holding

Funds holding: 791778 (-13)

12% less capital invested

Capital invested by funds: $10.2B → $9.02B (-$1.2B)

Holders
778
Holders Change
-13
Holders Change %
-1.64%
% of All Funds
12.27%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
95
Increased
307
Reduced
244
Closed
97
Calls
$247M
Puts
$192M
Net Calls
+$55.7M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
826
Plante Moran Financial Advisors
Michigan
-$6.96K -608 -98%
BAM
827
Barrett Asset Management
New York
-$6K -494 Closed
CYG
828
Clean Yield Group
Vermont
-$4K -350 Closed
LPWM
829
Lake Point Wealth Management
Texas
-$3K -254 Closed
CBT
830
CoreFirst Bank & Trust
Kansas
-$3K -225 Closed
FF
831
FourThought Financial
Florida
-$2.29K -200 -94%
AWA
832
Amplius Wealth Advisors
Pennsylvania
-$2K -170 Closed
EBA
833
Eagle Bay Advisors
New York
-$2K -165 Closed
TCWM
834
Total Clarity Wealth Management
Illinois
-$2K -134 Closed
CI
835
Carroll Investors
South Carolina
-$1K -120 Closed
LWA
836
Lenox Wealth Advisors
New York
-$1K -111 Closed
WPA
837
West Paces Advisors
Georgia
-$1.09K -87 Closed
CA
838
Centerpoint Advisors
Massachusetts
-$916 -80 -67%
TCOV
839
Trust Company of Vermont
Vermont
-$1K -70 Closed
TSW
840
Thompson Siegel & Walmsley
Virginia
-$1K -53 Closed
CSWM
841
Cassady Schiller Wealth Management
Ohio
-$1K -52 Closed
SFM
842
Signet Financial Management
New Jersey
-$1K -47 Closed
NL
843
NVWM LLC
Pennsylvania
-$46 -4 -44%
NWM
844
Nauset Wealth Management
Connecticut
+$11 +1 New
PO
845
Private Ocean
California
+$11 +1 New
SLWA
846
San Luis Wealth Advisors
California
+$11 +1 New
TLCM
847
Twin Lakes Capital Management
California
+$11 +1 +3%
BC
848
Bartlett & Co
Ohio
+$69 +6 New
LFA
849
Level Financial Advisors
New York
+$69 +6 New
GA
850
GoalVest Advisory
New York
+$126 +11 New