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Lumen
LUMN

Overview Fund Activity

599 hedge funds and large institutions have $14.1B invested in Lumen in 2014 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 205 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
-13
Holders Change %
-2.12%
% of All Funds
17.31%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
62
Increased
205
Reduced
269
Closed
68
Calls
$266M
Puts
$96.7M
Net Calls
+$170M
Net Calls Change
+$32.2M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$284M
2
Barclays
Barclays
United Kingdom
$82.9M
3
Capital International Investors
Capital International Investors
California
$201M
4
Allianz Asset Management
Allianz Asset Management
Germany
$129M
5
BFA
BlackRock Fund Advisors
California
$430M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$33.1M
2
Capital World Investors
Capital World Investors
California
$166M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$12M
4
Prudential Financial
Prudential Financial
New Jersey
$36.3M
5
T
TOBAM
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
326
Sterneck Capital Management
Missouri
$1.02M +$71K +2,162 +7%
HDIM
327
Hanson & Doremus Investment Management
Vermont
$1.02M +$247K +7,525 +32%
WC
328
Woodstock Corp
Massachusetts
$1.01M -$26.3K -800 -3%
CNB
329
City National Bank
California
$1.01M +$11.8K +358 +1%
Creative Planning
330
Creative Planning
Kansas
$990K +$265K +8,074 +37%
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$982K -$860K -26,200 -47%
UB
332
UMB Bank
Missouri
$946K +$94.2K +2,866 +11%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$944K +$944K +28,472 New
KeyBank National Association
334
KeyBank National Association
Ohio
$940K -$64.9K -1,977 -6%
NBC
335
Neuberger Berman Canada
Ontario, Canada
$939K -$1.97M -60,110 -68%
DHFB
336
Dixon Hubard Feinour & Brown
Virginia
$918K -$30.2K -920 -3%
BOH
337
Bank of Hawaii
Hawaii
$916K -$17.1K -520 -2%
OMCS
338
Old Mutual Customised Solutions
South Africa
$913K +$496K +15,100 +119%
CB
339
Commerce Bank
Missouri
$912K -$66.1K -2,013 -7%
CC
340
ClearArc Capital
Ohio
$907K -$71.6K -2,179 -7%
Jacobs Levy Equity Management
341
Jacobs Levy Equity Management
New Jersey
$846K -$189K -5,770 -18%
SI
342
Stephens Inc
Arkansas
$846K +$55.7K +1,697 +7%
FIM
343
Freedom Investment Management
Connecticut
$840K +$519K +15,812 +162%
AIM
344
abrdn Investment Management
United Kingdom
$839K -$26.6M -811,507 -97%
CIS
345
Capital International Sarl
California
$834K +$128K +3,900 +18%
ICOA
346
Investment Centers of America
North Dakota
$806K +$114K +3,588 +16%
GLRA
347
Gerald L. Ray & Associates
Texas
$798K -$102K -3,095 -11%
LWM
348
Lyons Wealth Management
Florida
$789K +$789K +23,897 New
RJT
349
Raymond James Trust
Florida
$784K -$149K -4,544 -16%
JWBC
350
J.W. Burns & Co
New York
$770K -$65.1K -1,984 -8%
12 13
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