We are live on ! Find out more

505 hedge funds and large institutions have $4.73B invested in Lumen in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 132 increasing their positions, 123 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

556% more capital invested

Capital invested by funds: $721M → $4.73B (+$4.01B)

94% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 64

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more funds holding

Funds holding: 452505 (+53)

7% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 123

0.81% more ownership

Funds ownership: 64.7%65.51% (+0.81%)

14% less call options, than puts

Call options by funds: $220M | Put options by funds: $255M

Holders
505
Holders Change
+53
Holders Change %
+11.73%
% of All Funds
7.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
124
Increased
132
Reduced
123
Closed
64
Calls
$220M
Puts
$255M
Net Calls
-$35.3M
Net Calls Change
-$7.77M
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
76
Louisiana State Employees Retirement System
Louisiana
$3.49M -$81.5K -19,100 -4%
Franklin Resources
77
Franklin Resources
California
$3.41M +$959K +224,506 +67%
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$3.36M +$310K +72,659 +18%
Comerica Bank
79
Comerica Bank
Texas
$3.34M -$116K -27,053 -5%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$3.21M
Pathstone Holdings
81
Pathstone Holdings
New Jersey
$3.14M +$124K +29,091 +7%
CL
82
Choreo LLC
Illinois
$2.99M +$714K +167,277 +59%
AQR Capital Management
83
AQR Capital Management
Connecticut
$2.92M -$13.7M -3,211,289 -89%
FC
84
FORA Capital
Florida
$2.91M +$1.75M +409,689 New
KCM
85
Kennedy Capital Management
Missouri
$2.89M +$1.74M +407,274 New
IIM
86
INTECH Investment Management
Florida
$2.87M +$1.16M +271,118 +204%
State of New Jersey Common Pension Fund D
87
State of New Jersey Common Pension Fund D
New Jersey
$2.71M +$1.63M +381,662 New
CAM
88
Congress Asset Management
Massachusetts
$2.59M +$1.56M +365,131 New
BBA
89
Baader Bank Aktiengesellschaft
Germany
$2.49M +$1.5M +351,771 New
MSRPS
90
Maryland State Retirement & Pension System
Maryland
$2.44M -$45K -10,535 -3%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$2.34M
Creative Planning
92
Creative Planning
Kansas
$2.3M +$105K +24,565 +8%
MAA
93
Mraz Amerine & Associates
California
$2.26M -$208K -48,693 -13%
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$2.16M -$260K -61,000 -17%
AB
95
Amalgamated Bank
New York
$2.12M -$36.8K -8,612 -3%
AG
96
Algert Global
California
$2.08M +$819K +191,830 +189%
ASRS
97
Arizona State Retirement System
Arizona
$2.08M +$40.9K +9,585 +3%
Simplex Trading
98
Simplex Trading
Illinois
$1.98M +$307K +71,836 +35%
HighTower Advisors
99
HighTower Advisors
Illinois
$1.83M +$3.6K +844 +0.3%
JCM
100
JAT Capital Management
Connecticut
$1.8M +$1.08M +253,610 New