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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
FFB
176
First Financial Bankshares
Texas
$366K
PA
177
Profund Advisors
Maryland
$364K +$10.8K +2,535 +5%
Neuberger Berman Group
178
Neuberger Berman Group
New York
$362K +$17.3K +4,047 +9%
ECM
179
Evergreen Capital Management
Washington
$346K +$94.2K +22,060 +83%
Corient Private Wealth
180
Corient Private Wealth
Florida
$339K +$204K +47,780 New
SEI Investments
181
SEI Investments
Pennsylvania
$338K +$203K +47,593 New
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$334K -$157K -36,708 -44%
SCM
183
Shelton Capital Management
Colorado
$323K
KI
184
Kapitalo Investimentos
Brazil
$318K +$191K +44,826 New
Russell Investments Group
185
Russell Investments Group
United Kingdom
$318K -$166K -38,855 -47%
SAM
186
Storebrand Asset Management
Norway
$313K -$190K -44,431 -50%
SRC
187
Sage Rhino Capital
California
$310K +$186K +43,601 New
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$308K -$5.64K -1,321 -3%
FTDI
189
First Trust Direct Indexing
Massachusetts
$306K -$10.5K -2,469 -5%
CMF
190
Counterpoint Mutual Funds
California
$306K +$184K +43,091 New
WS
191
Wedbush Securities
California
$301K +$107K +25,147 +146%
PAG
192
Private Advisor Group
New Jersey
$291K -$29.8K -6,982 -15%
SPWM
193
Straight Path Wealth Management
Michigan
$284K
SCM
194
Semanteon Capital Management
Massachusetts
$283K +$170K +39,875 New
AWM
195
Avior Wealth Management
Nebraska
$278K +$34.7K +8,120 +26%
NMM
196
Naples Money Management
Florida
$264K
PIM
197
Plato Investment Management
Australia
$261K +$157K +36,782 New
OC
198
Oppenheimer & Co
New York
$255K +$29K +6,782 +23%
Envestnet Asset Management
199
Envestnet Asset Management
Illinois
$254K +$3.8K +891 +3%
CPIG
200
Chicago Partners Investment Group
Illinois
$249K -$1.94K -455 -1%