LUMN icon

Lumen
LUMN

Overview Fund Activity

617 hedge funds and large institutions have $15.7B invested in Lumen in 2014 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 202 increasing their positions, 252 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
+18
Holders Change %
+3.01%
% of All Funds
17.75%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
66
Increased
202
Reduced
252
Closed
44
Calls
$246M
Puts
$164M
Net Calls
+$82.8M
Net Calls Change
-$86.8M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$203M
2
AL
AJO LP
Pennsylvania
$170M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$139M
4
IG
ING Group
Netherlands
$116M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$552M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$101M
2
NIMC
NWQ Investment Management Company
California
$110M
3
American Century Companies
American Century Companies
Missouri
$173M
4
Allianz Asset Management
Allianz Asset Management
Germany
$93.5M
5
EAM
Edge Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
351
Cetera Advisor Networks
California
$805K +$72.7K +2,019 +10%
PA
352
Profund Advisors
Maryland
$798K +$23.2K +641 +3%
EWM
353
Endurance Wealth Management
Rhode Island
$793K +$2.97K +82 +0.4%
JPMPWA
354
J.P. Morgan Private Wealth Advisors
California
$785K +$249K +6,885 +47%
WSCM
355
Wellington Shields Capital Management
New York
$768K +$398 +11 +0.1%
JWBC
356
J.W. Burns & Co
New York
$765K -$84.6K -2,336 -10%
QIM
357
Quantitative Investment Management
Virginia
$760K +$760K +21,000 New
SC
358
Sculptor Capital
New York
$759K -$637K -17,600 -46%
LIA
359
LS Investment Advisors
Michigan
$752K -$427K -11,803 -36%
MYLI
360
Meiji Yasuda Life Insurance
Japan
$747K +$747K +20,622 New
NSEDCP
361
NJ State Employees Deferred Compensation Plan
New Jersey
$744K – – –
MC
362
Menta Capital
California
$731K +$134K +3,700 +22%
KRSITF
363
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$730K +$8.72K +241 +1%
MERSOM
364
Municipal Employees' Retirement System of Michigan
Michigan
$728K – – –
CI
365
Conning Inc
Connecticut
$713K -$52.1K -1,440 -7%
FNT
366
First National Trust
Pennsylvania
$705K +$319K +8,794 +82%
CCM
367
Catawba Capital Management
Virginia
$688K +$905 +25 +0.1%
ABC
368
Associated Banc-Corp
Wisconsin
$678K +$322K +8,895 +91%
CLOS
369
Compagnie Lombard Odier SCmA
Switzerland
$663K -$172K -4,775 -21%
T
370
TradeWorx
New Jersey
$655K +$655K +18,095 New
GIA
371
Gargoyle Investment Advisor
New Jersey
$652K +$27.9K +770 +4%
BRWA
372
B. Riley Wealth Advisors
Florida
$618K +$274K +15,799 +79%
LOAMS
373
Lombard Odier Asset Management (Switzerland)
Switzerland
$618K +$618K +17,155 New
IB
374
Intrust Bank
Kansas
$611K +$10.3K +285 +2%
CT
375
Coastline Trust
Rhode Island
$610K -$5.79K -160 -0.9%
13 14
15
16 17