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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
GC
151
Guggenheim Capital
Illinois
$613K +$133K +31,218 +57%
NICM
152
Neo Ivy Capital Management
New York
$570K +$343K +80,336 New
NRD
153
Nebula Research & Development
New York
$559K +$336K +78,765 New
LDB
154
Lee, Danner & Bass
Tennessee
$552K -$11.4K -2,660 -3%
RJFSA
155
Raymond James Financial Services Advisors
Florida
$552K +$228K +53,358 +219%
OAC
156
OMERS Administration Corp
Ontario, Canada
$548K +$330K +77,200 New
AA
157
AlphaMark Advisors
Kentucky
$547K +$308K +72,129 +1,459%
SGCA
158
Steel Grove Capital Advisors
Tennessee
$545K +$320K +74,904 New
TC
159
Trilogy Capital
California
$534K
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$530K +$102K +23,987 +47%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$517K +$248K +58,013 +392%
Walleye Capital
162
Walleye Capital
New York
$517K +$311K +72,799 New
X
163
Xponance
Pennsylvania
$489K +$18.7K +4,374 +7%
MML Investors Services
164
MML Investors Services
Massachusetts
$487K -$31.6K -7,396 -10%
USAA
165
United Services Automobile Association
Texas
$474K +$285K +66,698 New
VF
166
Virtu Financial
New York
$473K +$284K +66,562 New
VPIM
167
Vanguard Personalized Indexing Management
California
$459K +$92.9K +21,758 +51%
Mackenzie Financial
168
Mackenzie Financial
Ontario, Canada
$457K -$735K -172,040 -73%
CGH
169
Crossmark Global Holdings
Texas
$433K +$261K +61,052 New
TRCT
170
Tower Research Capital (TRC)
New York
$427K -$462K -108,180 -64%
MA
171
MYDA Advisors
New York
$426K +$256K +60,000 New
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$399K +$37.5K +8,776 +18%
AFG
173
Atomi Financial Group
New York
$386K -$2.82K -661 -1%
IAMOG
174
Investors Asset Management of Georgia
Georgia
$375K +$12.5K +2,925 +6%
SG Americas Securities
175
SG Americas Securities
New York
$374K -$1.48M -346,974 -87%