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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
TC
201
TownSquare Capital
Utah
$246K +$65.5K +15,342 +80%
VT
202
Vise Technologies
New York
$242K +$146K +34,116 New
SFC
203
Strategic Financial Concepts
Texas
$240K -$335K -78,489 -70%
Baird Financial Group
204
Baird Financial Group
Wisconsin
$228K +$18.5K +4,335 +16%
Nomura Asset Management
205
Nomura Asset Management
Japan
$227K
IC
206
IEQ Capital
California
$222K +$134K +31,302 New
QCG
207
Quadrant Capital Group
Ohio
$219K +$109K +25,530 +486%
FB
208
Fulton Bank
Pennsylvania
$219K -$13.8K -3,221 -9%
NP
209
NorthRock Partners
Minnesota
$218K +$88K +20,609 +205%
SSA
210
Schonfeld Strategic Advisors
New York
$216K +$53.8K +12,599 +71%
FTWA
211
Fifth Third Wealth Advisors
Ohio
$214K +$1.09K +256 +0.9%
KBC Group
212
KBC Group
Belgium
$214K -$31K -7,253 -19%
CLOS
213
Compagnie Lombard Odier SCmA
Switzerland
$213K
VanEck Associates
214
VanEck Associates
New York
$208K +$145K +33,913 New
DA
215
DCM Advisors
New York
$203K +$122K +28,600 New
AAM
216
Advisors Asset Management
Colorado
$201K -$97K -22,714 -44%
LWP
217
LMG Wealth Partners
Louisiana
$196K
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$193K +$136K +31,768 New
SI
219
Stephens Inc
Arkansas
$192K +$8.26K +1,935 +8%
Wolverine Trading
220
Wolverine Trading
Illinois
$187K -$45.6K -10,672 -29%
JSW
221
Journey Strategic Wealth
New Jersey
$187K +$112K +26,278 New
BP
222
Ballentine Partners
Massachusetts
$186K +$59.8K +14,005 +115%
HI
223
Humankind Investments
New York
$185K -$349K -81,773 -76%
I
224
InceptionR
California
$183K +$184 +43 +0.2%
IFG
225
Independent Financial Group
California
$183K -$102K -23,928 -48%