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Lumen
LUMN

Overview Fund Activity

612 hedge funds and large institutions have $13.9B invested in Lumen in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 182 increasing their positions, 277 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+9
Holders Change %
+1.49%
% of All Funds
17.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
84
Increased
182
Reduced
277
Closed
70
Calls
$258M
Puts
$121M
Net Calls
+$137M
Net Calls Change
+$85.1M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$135M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$123M
3
Franklin Resources
Franklin Resources
California
+$102M
4
Jennison Associates
Jennison Associates
New York
+$102M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$48.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$62.4M
2
PIM
Perkins Investment Management
Illinois
-$61.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$53.7M
4
EAM
Eagle Asset Management
Florida
-$46M
5
EAM
Edge Asset Management
Washington
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
376
Morningstar Investment Services
Illinois
$635K +$635K +19,948 New
MAM
377
Martingale Asset Management
Massachusetts
$618K -$5.77K -181 -0.9%
CAS
378
CTC Alternative Strategies
Illinois
$615K +$615K +19,300 New
CAN
379
Cetera Advisor Networks
California
$605K -$3.64K -114 -0.6%
CCT
380
Capital City Trust
Florida
$605K +$20.7K +650 +4%
MWAC
381
Mariner Wealth Advisors (Cincinnati)
Ohio
$604K +$51.2K +1,608 +9%
DL
382
Delta Lloyd
Netherlands
$603K +$101K +3,167 +20%
DC
383
Deere & Company
Illinois
$594K -$1.98M -62,232 -77%
AIA
384
Arrow Investment Advisors
Maryland
$587K +$138K +4,336 +31%
QT
385
Quantbot Technologies
New York
$581K +$384K +12,066 +195%
TNBTD
386
Trustmark National Bank Trust Department
Mississippi
$576K – – –
CLOS
387
Compagnie Lombard Odier SCmA
Switzerland
$570K +$570K +17,903 New
RJFSA
388
Raymond James Financial Services Advisors
Florida
$569K -$176K -5,522 -24%
MC
389
Martin Currie
United Kingdom
$560K – – –
EWM
390
Evercore Wealth Management
New York
$549K -$2.66M -83,513 -83%
NCMG
391
NCM Capital Management Group
North Carolina
$549K -$214K -6,700 -28%
GIA
392
Gargoyle Investment Advisor
New Jersey
$549K +$549K +17,240 New
EOJOAM
393
E. Ohman J:or Asset Management
Sweden
$543K – – –
Brown Advisory
394
Brown Advisory
Maryland
$538K -$393K -12,345 -42%
V
395
Veritable
Delaware
$533K -$93.6K -2,938 -15%
IB
396
Intrust Bank
Kansas
$528K +$17.1K +537 +3%
BPBT
397
Boston Private Bank & Trust
Massachusetts
$515K -$350K -11,005 -40%
WTIM
398
Wilmington Trust Investment Management
Delaware
$492K +$38.5K +1,211 +8%
NIM
399
NuWave Investment Management
New Jersey
$491K -$1.04M -32,777 -68%
AB
400
Amalgamated Bank
New York
$480K -$5.77K -181 -1%
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