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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
Russell Investments Group
126
Russell Investments Group
United Kingdom
$6.23M -$1.09M -92,130 -16%
Pacer Advisors
127
Pacer Advisors
Pennsylvania
$6.23M -$746K -62,777 -11%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$6.07M +$423K +35,613 +8%
FBP
129
Flippin Bruce & Porter
Virginia
$6.03M -$115K -9,681 -2%
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$5.95M -$107K -9,042 -2%
MIH
131
Madison Investment Holdings
Wisconsin
$5.92M
KS
132
Karpas Strategies
Connecticut
$5.82M -$22.6K -1,900 -0.4%
LKIM
133
Lawson Kroeker Investment Management
Nebraska
$5.65M -$885K -74,495 -14%
GC
134
Guggenheim Capital
Illinois
$5.54M +$1.33M +111,566 +34%
QC
135
Quadrature Capital
United Kingdom
$5.49M +$5.22M +439,282 New
AL
136
AJO LP
Pennsylvania
$5.46M +$4.51M +379,524 +652%
AIG
137
American International Group
New York
$5.44M +$273K +22,966 +6%
PIM
138
Platinum Investment Management
Australia
$5.4M
Retirement Systems of Alabama
139
Retirement Systems of Alabama
Alabama
$5.37M -$208K -17,535 -4%
Macquarie Group
140
Macquarie Group
Australia
$5.22M +$1.76M +148,300 +55%
Royal London Asset Management
141
Royal London Asset Management
United Kingdom
$5.08M -$204K -17,212 -4%
MHI
142
Miller Howard Investments
New York
$4.94M -$1.92M -161,833 -29%
Aviva
143
Aviva
United Kingdom
$4.8M +$86.5K +7,285 +2%
PAM
144
PVG Asset Management
Colorado
$4.77M -$415K -34,920 -8%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.74M -$43.5K -3,660 -1%
OC
146
Oppenheimer & Co
New York
$4.66M +$361K +30,385 +9%
TD Asset Management
147
TD Asset Management
Ontario, Canada
$4.59M -$4.89M -411,723 -53%
HEIP
148
Hudson Edge Investment Partners
New Jersey
$4.59M -$22.9K -1,924 -0.5%
GHAM
149
Gilman Hill Asset Management
Connecticut
$4.57M -$150K -12,665 -3%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$4.38M +$1.83M +154,425 +79%