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Lumen
LUMN

Overview Fund Activity

655 hedge funds and large institutions have $12.9B invested in Lumen in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 238 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+39
Holders Change %
+6.33%
% of All Funds
17.48%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.27%
New
93
Increased
238
Reduced
233
Closed
49
Calls
$230M
Puts
$351M
Net Calls
-$121M
Net Calls Change
-$36.6M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.74B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$98.2M
3
Bank of America
3
Bank of America
North Carolina
$703M
4
NI
4
Numeric Investors
Massachusetts
$88.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$110M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$259M
2
Morgan Stanley
2
Morgan Stanley
New York
$84.4M
3
IG
3
ING Group
Netherlands
$1.78M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$93.2M
5
American Century Companies
5
American Century Companies
Missouri
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFCM
351
Taylor Frigon Capital Management
Arizona
$797K -$3.77K -118 -0.5%
KRSITF
352
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$787K +$129K +4,047 +20%
MERSOM
353
Municipal Employees' Retirement System of Michigan
Michigan
$766K -$10.2K -320 -1%
IMAS
354
ID Management A/S
Denmark
$757K – – –
CAN
355
Cetera Advisor Networks
California
$747K -$50.2K -1,573 -6%
BMM
356
Buffington Mohr McNeal
Idaho
$745K +$745K +23,333 New
OMCS
357
Old Mutual Customised Solutions
South Africa
$741K – – –
WA
358
WESPAC Advisors
California
$735K +$735K +23,008 New
AIA
359
Arrow Investment Advisors
Maryland
$728K -$259K -8,104 -26%
EFS
360
Essex Financial Services
Connecticut
$727K -$105K -3,285 -13%
CSS
361
Cubist Systematic Strategies
Connecticut
$726K -$1.34M -42,079 -65%
Nordea Investment Management
362
Nordea Investment Management
Sweden
$723K -$31.2K -977 -4%
P
363
Pitcairn
Pennsylvania
$722K +$722K +22,584 New
LP
364
LGL Partners
Pennsylvania
$719K – – –
CIBC Private Wealth Group
365
CIBC Private Wealth Group
Georgia
$715K -$133K -4,165 -16%
CB
366
Commerce Bank
Missouri
$713K -$73.1K -2,286 -9%
HIM
367
Hillsdale Investment Management
Ontario, Canada
$713K +$8.94K +280 +1%
SPC
368
Sigma Planning Corp
Michigan
$710K +$366K +11,452 +107%
SWP
369
Stratos Wealth Partners
Ohio
$708K +$104K +3,266 +17%
SS
370
Simplicity Solutions
Minnesota
$701K +$701K +21,937 New
MA
371
Marshwinds Advisory
Georgia
$699K -$10.1K -315 -1%
AIM
372
Alambic Investment Management
California
$693K +$375K +11,720 +118%
NSAM
373
North Star Asset Management
Wisconsin
$682K +$24K +750 +4%
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$677K +$285K +8,984 +73%
NSEDCP
375
NJ State Employees Deferred Compensation Plan
New Jersey
$668K – – –
13 14
15
16 17