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Lumen
LUMN

Overview Fund Activity

665 hedge funds and large institutions have $19.1B invested in Lumen in 2014 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 248 increasing their positions, 223 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+31
Holders Change %
+4.89%
% of All Funds
17.75%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.19%
New
85
Increased
248
Reduced
223
Closed
42
Calls
$200M
Puts
$165M
Net Calls
+$35.1M
Net Calls Change
-$59M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B
2
JHIU
2
Janus Henderson Investors US
Colorado
$120M
3
Ameriprise
3
Ameriprise
Minnesota
$443M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$92.2M
5
GAM
5
Gotham Asset Management
New York
$44.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.46B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$554M
3
NIMC
3
NWQ Investment Management Company
California
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$24.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$94.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
326
Washington Trust Bank
Washington
$1.32M – – –
CWM
327
Concert Wealth Management
California
$1.3M +$1.09M +27,580 +532%
OC
328
Oppenheimer & Co
New York
$1.28M -$43.8K -1,106 -3%
JPMPWA
329
J.P. Morgan Private Wealth Advisors
California
$1.28M +$101K +2,539 +9%
HDIM
330
Hanson & Doremus Investment Management
Vermont
$1.25M – – –
DnB Asset Management
331
DnB Asset Management
Norway
$1.25M +$103K +2,600 +9%
HW
332
Hancock Whitney
Mississippi
$1.24M +$120K +3,032 +11%
LSV Asset Management
333
LSV Asset Management
Illinois
$1.24M – – –
LOAMS
334
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.2M -$1.23M -31,020 -51%
CCT
335
Country Club Trust
Missouri
$1.2M -$1.31M -33,129 -52%
CAN
336
Cetera Advisor Networks
California
$1.17M +$2.46K +62 +0.2%
SWP
337
Stratos Wealth Partners
Ohio
$1.16M +$108K +2,740 +10%
CC
338
ClearArc Capital
Ohio
$1.14M +$677K +17,100 +145%
RJT
339
Raymond James Trust
Florida
$1.13M +$140K +3,546 +14%
V
340
Veritable
Delaware
$1.13M +$73K +1,845 +7%
DHFB
341
Dixon Hubard Feinour & Brown
Virginia
$1.12M +$6.33K +160 +0.6%
SIM
342
Sentry Investment Management
Wisconsin
$1.11M – – –
CB
343
Commerce Bank
Missouri
$1.1M -$41.1K -1,037 -4%
DL
344
Delta Lloyd
Netherlands
$1.1M +$195K +4,932 +22%
TFCM
345
Taylor Frigon Capital Management
Arizona
$1.09M +$1.09M +27,603 New
AIA
346
Arrow Investment Advisors
Maryland
$1.07M -$390K -9,850 -27%
WC
347
Woodstock Corp
Massachusetts
$1.06M – – –
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$1.06M -$5.94K -150 -0.6%
DCLA
349
Douglas C. Lane & Associates
New York
$1.05M -$196K -4,945 -16%
KeyBank National Association
350
KeyBank National Association
Ohio
$1.05M -$79.3K -2,005 -7%
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