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Lumen
LUMN

Overview Fund Activity

616 hedge funds and large institutions have $9.78B invested in Lumen in 2015 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 200 increasing their positions, 258 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+15
Holders Change %
+2.5%
% of All Funds
16.18%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
78
Increased
200
Reduced
258
Closed
58
Calls
$160M
Puts
$244M
Net Calls
-$84.2M
Net Calls Change
+$12.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$465M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$869M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$172M
4
EVM
4
Eaton Vance Management
Massachusetts
$31.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$110M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$793K
2
JHIU
2
Janus Henderson Investors US
Colorado
$10.2M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.21B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$978K
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$594K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
326
Concert Wealth Management
California
$832K -$192K -7,618 -19%
LMGAM
327
Liberty Mutual Group Asset Management
Massachusetts
$831K -$720K -28,613 -46%
SO
328
STRS Ohio
Ohio
$819K -$2.94K -117 -0.4%
SW
329
SVB Wealth
Massachusetts
$812K -$645K -25,604 -44%
WBC
330
Westpac Banking Corp
Australia
$802K -$3.02M -120,054 -79%
SIM
331
Sentry Investment Management
Wisconsin
$794K +$794K +31,573 New
Franklin Resources
332
Franklin Resources
California
$793K -$103M -4,090,897 -99%
PAG
333
Private Advisor Group
New Jersey
$789K -$73.1K -2,906 -8%
JPMPWA
334
J.P. Morgan Private Wealth Advisors
California
$785K -$2.33M -92,737 -75%
RJT
335
Raymond James Trust
Florida
$780K -$41K -1,629 -5%
FMII
336
Farmers & Merchants Investments Inc
Nebraska
$778K -$88.1K -3,500 -10%
AIA
337
Arrow Investment Advisors
Maryland
$777K -$235K -9,358 -23%
ICOA
338
Investment Centers of America
North Dakota
$770K +$25.8K +1,017 +3%
DnB Asset Management
339
DnB Asset Management
Norway
$724K -$108K -4,300 -13%
CT
340
Coastline Trust
Rhode Island
$723K +$293K +11,660 +68%
DTL
341
Dynamic Technology Lab
Singapore
$716K +$716K +28,439 New
TIA
342
Trust Investment Advisors
Indiana
$701K -$311K -12,375 -31%
PAM
343
Princeton Alpha Management
New Jersey
$685K -$671K -26,681 -49%
SDIC
344
South Dakota Investment Council
South Dakota
$682K – – –
CIBC Private Wealth Group
345
CIBC Private Wealth Group
Georgia
$668K -$484K -19,219 -42%
FNBOMD
346
First National Bank of Mount Dora
Florida
$658K -$3.14K -125 -0.5%
EFS
347
Essex Financial Services
Connecticut
$655K -$4.15K -165 -0.6%
GS
348
GAM Systematic
United Kingdom
$635K -$75.6K -3,006 -11%
CAN
349
Cetera Advisor Networks
California
$628K -$15.5K -615 -2%
SOADOR
350
State of Alaska Department of Revenue
Alaska
$625K +$625K +24,858 New
12 13
14
15 16