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Lumen
LUMN

Overview Fund Activity

612 hedge funds and large institutions have $13.9B invested in Lumen in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 182 increasing their positions, 277 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+9
Holders Change %
+1.49%
% of All Funds
17.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
84
Increased
182
Reduced
277
Closed
70
Calls
$258M
Puts
$121M
Net Calls
+$137M
Net Calls Change
+$85.1M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$135M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$123M
3
Franklin Resources
Franklin Resources
California
+$102M
4
Jennison Associates
Jennison Associates
New York
+$102M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$48.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$62.4M
2
PIM
Perkins Investment Management
Illinois
-$61.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$53.7M
4
EAM
Eagle Asset Management
Florida
-$46M
5
EAM
Edge Asset Management
Washington
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
326
Sterneck Capital Management
Missouri
$924K -$433K -13,588 -32%
DHFB
327
Dixon Hubard Feinour & Brown
Virginia
$920K -$53.5K -1,680 -5%
LIA
328
LS Investment Advisors
Michigan
$920K +$505K +15,855 +122%
NL
329
NWAM LLC
Washington
$917K -$104K -3,275 -10%
WMSA
330
Weiss Multi-Strategy Advisers
New York
$917K +$917K +28,804 New
RJT
331
Raymond James Trust
Florida
$905K -$895K -28,102 -50%
BOH
332
Bank of Hawaii
Hawaii
$905K -$13.4K -420 -1%
Daiwa Securities Group
333
Daiwa Securities Group
Japan
$901K -$3M -94,363 -77%
DCMA
334
Daiwa Capital Markets America
New York
$901K +$901K +28,316 New
ARTA
335
A.R.T. Advisors
New York
$897K -$143K -4,479 -14%
DDPIC
336
Deroy & Devereaux Private Investment Counsel
Michigan
$888K +$153K +4,800 +21%
AAMU
337
Amundi Asset Management US
Massachusetts
$880K -$538K -16,900 -38%
GLRA
338
Gerald L. Ray & Associates
Texas
$873K -$124K -3,894 -12%
RTIM
339
Round Table Investment Management
North Carolina
$864K +$864K +27,136 New
GCA
340
Gideon Capital Advisors
New York
$850K +$850K +26,675 New
CCM
341
Catawba Capital Management
Virginia
$842K -$5.35K -168 -0.6%
FMT
342
First Mercantile Trust
Tennessee
$822K – – –
JWBC
343
J.W. Burns & Co
New York
$810K -$95.5K -2,999 -11%
CR
344
Cooperatieve Rabobank
Netherlands
$807K -$148K -4,639 -15%
CIBC World Market
345
CIBC World Market
Ontario, Canada
$790K +$350K +10,988 +80%
BFEC
346
Benjamin F. Edwards & Company
Missouri
$787K +$23.1K +725 +3%
VAM
347
Visium Asset Management
New York
$785K +$48K +1,506 +7%
RBA
348
Richard Bernstein Advisors
New York
$782K – – –
Mackenzie Financial
349
Mackenzie Financial
Ontario, Canada
$773K +$773K +24,270 New
SI
350
Stephens Inc
Arkansas
$767K -$271K -8,497 -26%
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