LUMN icon

Lumen
LUMN

Overview Fund Activity

657 hedge funds and large institutions have $11B invested in Lumen in 2017 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 244 increasing their positions, 226 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
16.4%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
92
Increased
244
Reduced
226
Closed
82
Calls
$315M
Puts
$144M
Net Calls
+$171M
Net Calls Change
+$83.8M

Top Buyers

1
CM
1
Corvex Management
New York
$454M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.37B
3
Goldman Sachs
3
Goldman Sachs
New York
$271M
4
Capital World Investors
4
Capital World Investors
California
$142M
5
AIM
5
abrdn Investment Management
United Kingdom
$113M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.18M
2
Wells Fargo
2
Wells Fargo
California
$49.9M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$31.8M
4
CC
4
Carlson Capital
Texas
$0
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$493M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
351
IMS Capital Management
Oregon
$830K +$830K +34,748 New
NLI
352
Nippon Life Insurance
Japan
$829K -$43.6K -1,828 -5%
WBC
353
Westpac Banking Corp
Australia
$824K – – –
TIA
354
Trust Investment Advisors
Indiana
$818K +$24.5K +1,025 +3%
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$815K +$815K +34,144 New
LSERS
356
Louisiana State Employees Retirement System
Louisiana
$812K +$9.55K +400 +1%
WSCM
357
Wellington Shields Capital Management
New York
$807K -$1.29M -54,157 -62%
BC
358
Brookfield Corp
Ontario, Canada
$792K -$302K -12,660 -28%
William Blair & Company
359
William Blair & Company
Illinois
$778K +$778K +32,590 New
ACS
360
Archford Capital Strategies
Illinois
$756K -$37.6K -1,573 -5%
JPMPWA
361
J.P. Morgan Private Wealth Advisors
California
$749K -$29.5K -1,238 -4%
AIA
362
Affinity Investment Advisors
California
$732K +$732K +30,660 New
PCMC
363
Paragon Capital Management (Colorado)
Colorado
$720K +$20.5K +859 +3%
MERSOM
364
Municipal Employees' Retirement System of Michigan
Michigan
$710K -$93.4K -3,910 -12%
GH
365
GAM Holding
Switzerland
$707K -$23.9K -1,000 -3%
RJT
366
Raymond James Trust
Florida
$698K -$39K -1,631 -5%
AIL
367
AGF Investments LLC
Ontario, Canada
$698K +$108K +4,504 +18%
GT
368
Glenmede Trust
Pennsylvania
$695K – – –
BMO
369
Beck Mack & Oliver
New York
$693K +$693K +29,000 New
NIT
370
NumerixS Investment Technologies
British Columbia, Canada
$690K +$690K +28,900 New
CBU
371
CIBC Bank USA
Illinois
$685K +$146K +6,109 +27%
HT
372
HAP Trading
New York
$681K -$714K -29,886 -51%
AIA
373
Arrow Investment Advisors
Maryland
$675K -$47.7K -2,000 -7%
SDIC
374
South Dakota Investment Council
South Dakota
$673K – – –
Neuberger Berman Group
375
Neuberger Berman Group
New York
$644K -$13.8K -579 -2%
13 14
15
16 17