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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 %
RFC
351
Regions Financial Corp
Alabama
$1.04M -$61.4K -1,552 -6%
VIA
352
Vident Investment Advisory
Georgia
$1.03M +$1.03M +25,899 New
BFEC
353
Benjamin F. Edwards & Company
Missouri
$1.01M -$2.38K -60 -0.2%
VKH
354
Virtu KCG Holdings
New York
$1.01M +$1.01M +25,480 New
PL
355
Parkwood LLC
Ohio
$973K +$516K +13,019 +113%
ICOA
356
Investment Centers of America
North Dakota
$952K -$126K -3,163 -12%
MFS
357
MSI Financial Services
Massachusetts
$948K +$312K +7,888 +49%
IMAS
358
ID Management A/S
Denmark
$938K +$534K +13,500 +132%
SGA
359
Strategic Global Advisors
California
$934K +$934K +23,584 New
AIM
360
abrdn Investment Management
United Kingdom
$927K -$16.7K -422 -2%
MA
361
Marshwinds Advisory
Georgia
$902K -$9.9K -250 -1%
LIA
362
LS Investment Advisors
Michigan
$901K +$90.5K +2,288 +11%
CIM
363
Calvert Investment Management
Maryland
$894K +$67K +1,693 +8%
PA
364
Profund Advisors
Maryland
$889K +$58.5K +1,479 +7%
SDIC
365
South Dakota Investment Council
South Dakota
$887K -$91.1K -2,300 -9%
TFA
366
Transamerica Financial Advisors
Florida
$883K +$836K +21,110 +1,768%
EWM
367
Endurance Wealth Management
Rhode Island
$876K -$989 -25 -0.1%
OMCS
368
Old Mutual Customised Solutions
South Africa
$875K +$27.7K +700 +3%
CIP
369
Convergence Investment Partners
Florida
$863K +$31.4K +794 +4%
Mackenzie Financial
370
Mackenzie Financial
Ontario, Canada
$863K +$127K +3,200 +17%
TI
371
Trexquant Investment
Connecticut
$854K +$854K +21,600 New
SAM
372
Symphony Asset Management
California
$842K +$202K +5,096 +31%
WSCM
373
Wellington Shields Capital Management
New York
$840K +$435 +11 +0.1%
CCM
374
Catawba Capital Management
Virginia
$837K +$11.9K +300 +1%
NSEDCP
375
NJ State Employees Deferred Compensation Plan
New Jersey
$813K – – –
13 14
15
16 17