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Lumen
LUMN

Overview Fund Activity

634 hedge funds and large institutions have $17B invested in Lumen in 2014 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 201 increasing their positions, 262 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+17
Holders Change %
+2.76%
% of All Funds
18.41%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.32%
New
65
Increased
201
Reduced
262
Closed
43
Calls
$252M
Puts
$157M
Net Calls
+$94.2M
Net Calls Change
+$11.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$379M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$149M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$60.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.22B
5
AI
Analytic Investors
California
$28.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.62B
2
IG
ING Group
Netherlands
$18M
3
Barclays
Barclays
United Kingdom
$16.2M
4
JHIU
Janus Henderson Investors US
Colorado
$34.4M
5
Bessemer Group
Bessemer Group
New Jersey
$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
326
Ladenburg Thalmann Financial Services
Florida
$1.36M +$382K +9,341 +39%
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$1.35M +$129K +3,160 +11%
KCM
328
Kames Capital Management
United Kingdom
$1.33M +$1.33M +32,516 New
QT
329
Quantbot Technologies
New York
$1.31M +$1.28M +31,202 +4,047%
DCLA
330
Douglas C. Lane & Associates
New York
$1.29M -$183K -4,465 -12%
HDIM
331
Hanson & Doremus Investment Management
Vermont
$1.29M – – –
LSV Asset Management
332
LSV Asset Management
Illinois
$1.28M – – –
JPMPWA
333
J.P. Morgan Private Wealth Advisors
California
$1.21M +$327K +7,997 +37%
CAN
334
Cetera Advisor Networks
California
$1.2M +$286K +7,032 +31%
CB
335
Commerce Bank
Missouri
$1.18M +$77.4K +1,893 +7%
DnB Asset Management
336
DnB Asset Management
Norway
$1.18M +$49.1K +1,200 +4%
KeyBank National Association
337
KeyBank National Association
Ohio
$1.16M -$52K -1,272 -4%
HW
338
Hancock Whitney
Mississippi
$1.16M +$15.1K +369 +1%
SI
339
Stephens Inc
Arkansas
$1.15M +$57.6K +1,408 +5%
DHFB
340
Dixon Hubard Feinour & Brown
Virginia
$1.15M -$2.37K -58 -0.2%
MVP
341
Miller Value Partners
Florida
$1.15M – – –
SIM
342
Sentry Investment Management
Wisconsin
$1.14M -$141K -3,446 -11%
RFC
343
Regions Financial Corp
Alabama
$1.14M +$21K +513 +2%
ICOA
344
Investment Centers of America
North Dakota
$1.1M +$510K +12,556 +86%
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$1.1M +$74K +1,808 +7%
WC
346
Woodstock Corp
Massachusetts
$1.1M -$107K -2,620 -9%
V
347
Veritable
Delaware
$1.09M +$476K +11,638 +78%
SWP
348
Stratos Wealth Partners
Ohio
$1.08M -$31.2K -764 -3%
QBFM
349
QS Batterymarch Financial Management
New York
$1.05M – – –
BFEC
350
Benjamin F. Edwards & Company
Missouri
$1.04M +$393K +9,620 +60%
12 13
14
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