LUMN icon

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
$137M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$446M
3
Franklin Resources
Franklin Resources
California
$108M
4
Jennison Associates
Jennison Associates
New York
$102M
5
Allianz Asset Management
Allianz Asset Management
Germany
$80.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.31B
2
PIM
Perkins Investment Management
Illinois
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$34.4M
4
EAM
Eagle Asset Management
Florida
$0
5
EAM
Edge Asset Management
Washington
$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
351
Hanson & Doremus Investment Management
Vermont
$751K +$751K +23,590 New
AR
352
Advisory Research
Illinois
$738K +$738K +23,173 New
MC
353
Menta Capital
California
$736K +$736K +23,100 New
MA
354
Marshwinds Advisory
Georgia
$733K +$15.9K +500 +2%
Cambridge Investment Research Advisors
355
Cambridge Investment Research Advisors
Iowa
$727K -$35.4K -1,111 -5%
DnB Asset Management
356
DnB Asset Management
Norway
$722K +$162K +5,100 +29%
NC
357
Northpointe Capital
Michigan
$713K -$16.9K -530 -2%
PWS
358
Peloton Wealth Strategists
Indiana
$707K -$347K -10,900 -33%
Creative Planning
359
Creative Planning
Kansas
$703K -$217K -6,814 -24%
SOADOR
360
State of Alaska Department of Revenue
Alaska
$697K – – –
ICOA
361
Investment Centers of America
North Dakota
$694K -$114K -3,588 -14%
WSCM
362
Wellington Shields Capital Management
New York
$689K -$389K -12,234 -36%
CIS
363
Capital International Sarl
California
$685K +$54.2K +1,700 +9%
BRWA
364
B. Riley Wealth Advisors
Florida
$683K -$21.1K -663 -3%
PNC
365
Park National Corp
Ohio
$683K -$188K -5,913 -22%
PA
366
Profund Advisors
Maryland
$682K -$2.71K -85 -0.4%
BVDMP
367
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$672K – – –
KRSITF
368
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$667K -$14.9K -469 -2%
Natixis Advisors
369
Natixis Advisors
Massachusetts
$667K +$52.9K +1,662 +9%
MERSOM
370
Municipal Employees' Retirement System of Michigan
Michigan
$666K – – –
NSEDCP
371
NJ State Employees Deferred Compensation Plan
New Jersey
$655K – – –
BC
372
Brinker Capital
Pennsylvania
$653K -$9.81K -308 -1%
CI
373
Conning Inc
Connecticut
$651K +$97.1K +3,050 +18%
BHB
374
Bank Hapoalim BM
Israel
$644K +$644K +20,208 New
GPC
375
Glacier Peak Capital
Washington
$637K – – –
13 14
15
16 17