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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
BlackRock
1
BlackRock
New York
$1.06B -$778K -182,135 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$829M -$5.72M -1,340,307 -1%
State Street
3
State Street
Massachusetts
$359M -$52.5K -12,308 -0%
Charles Schwab
4
Charles Schwab
California
$219M -$5.32M -1,245,966 -4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$166M +$1.64M +383,693 +2%
First Trust Advisors
6
First Trust Advisors
Illinois
$141M +$1.03M +240,735 +1%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$130M -$5.39M -1,262,048 -6%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$108M +$65.1M +15,254,466 New
Morgan Stanley
9
Morgan Stanley
New York
$88.7M +$1.11M +258,860 +2%
FSCM
10
Front Street Capital Management
Montana
$83.8M +$635K +148,633 +1%
Norges Bank
11
Norges Bank
Norway
$80.8M +$48.4M +11,334,945 +25,099%
Northern Trust
12
Northern Trust
Illinois
$80.7M +$85.1K +19,931 +0.2%
PCM
13
Palestra Capital Management
New York
$79.3M
Two Sigma Investments
14
Two Sigma Investments
New York
$73.9M -$11.9M -2,778,243 -21%
Goldman Sachs
15
Goldman Sachs
New York
$63.4M -$2.62M -612,986 -6%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$62.6M -$26.5M -6,211,600 -41%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$60.4M -$3.77M -883,727 -9%
Renaissance Technologies
18
Renaissance Technologies
New York
$47M -$9.65M -2,259,503 -25%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$45.9M +$27.6M +6,464,070 New
Barclays
20
Barclays
United Kingdom
$44M +$2.09M +489,167 +9%
Allianz Asset Management
21
Allianz Asset Management
Germany
$43.2M +$3.75M +878,235 +17%
Invesco
22
Invesco
Georgia
$42.7M -$46.7M -10,936,029 -65%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$39.1M -$9.29M -2,176,784 -28%
Principal Financial Group
24
Principal Financial Group
Iowa
$34M -$911K -213,458 -4%
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$29M +$5.91M +1,383,089 +51%