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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 %
RJT
351
Raymond James Trust
Florida
$1.02M +$2.21K +54 +0.2%
SDIC
352
South Dakota Investment Council
South Dakota
$1.01M +$1.01M +24,700 New
AIM
353
abrdn Investment Management
United Kingdom
$975K -$18.6K -456 -2%
NLI
354
Nippon Life Insurance
Japan
$974K +$974K +23,831 New
IPC
355
Independent Portfolio Consultants
Florida
$945K +$9.41K +230 +1%
MA
356
Marshwinds Advisory
Georgia
$942K +$6.14K +150 +0.7%
DL
357
Delta Lloyd
Netherlands
$938K – – –
EWM
358
Endurance Wealth Management
Rhode Island
$906K +$10.2K +250 +1%
MYAM
359
Meiji Yasuda Asset Management
Japan
$892K -$81.8K -2,000 -8%
OMCS
360
Old Mutual Customised Solutions
South Africa
$875K -$90K -2,200 -9%
WSCM
361
Wellington Shields Capital Management
New York
$868K +$409 +10 +0%
JWBC
362
J.W. Burns & Co
New York
$867K +$3.11K +76 +0.4%
CIP
363
Convergence Investment Partners
Florida
$859K +$859K +21,013 New
PA
364
Profund Advisors
Maryland
$858K -$43.2K -1,056 -5%
CIM
365
Calvert Investment Management
Maryland
$855K +$855K +20,899 New
CCM
366
Catawba Capital Management
Virginia
$853K +$75.7K +1,850 +10%
TCM
367
Twin Capital Management
Pennsylvania
$842K +$225K +5,500 +36%
NSEDCP
368
NJ State Employees Deferred Compensation Plan
New Jersey
$840K – – –
LIA
369
LS Investment Advisors
Michigan
$838K -$12.2K -298 -1%
MERSOM
370
Municipal Employees' Retirement System of Michigan
Michigan
$810K -$12.3K -300 -1%
EWM
371
Evercore Wealth Management
New York
$797K -$112K -2,748 -12%
SB
372
Suntrust Banks
Georgia
$796K -$131K -3,206 -14%
CI
373
Conning Inc
Connecticut
$791K -$14.7K -360 -2%
ABC
374
Associated Banc-Corp
Wisconsin
$765K – – –
BRWA
375
B. Riley Wealth Advisors
Florida
$761K -$700K -17,099 -48%
13 14
15
16 17