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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 %
KRSITF
376
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$803K -$25.8K -652 -3%
CEP
377
Chicago Equity Partners
Illinois
$803K +$477K +12,070 +147%
ARTA
378
A.R.T. Advisors
New York
$794K -$1.03M -26,112 -57%
MERSOM
379
Municipal Employees' Retirement System of Michigan
Michigan
$784K – – –
JWBC
380
J.W. Burns & Co
New York
$780K -$59.4K -1,501 -7%
IAMOG
381
Investors Asset Management of Georgia
Georgia
$768K +$768K +19,399 New
ABC
382
Associated Banc-Corp
Wisconsin
$753K +$11.9K +300 +2%
CI
383
Conning Inc
Connecticut
$745K -$21K -530 -3%
UB
384
UMB Bank
Missouri
$742K -$3.01K -76 -0.4%
JIP
385
Jaffetilchin Investment Partners
Florida
$733K +$733K +18,530 New
EFS
386
Essex Financial Services
Connecticut
$716K +$70.9K +1,790 +11%
GIA
387
Gargoyle Investment Advisor
New Jersey
$713K – – –
P
388
Pitcairn
Pennsylvania
$702K +$8.08K +204 +1%
CIS
389
Capital International Sarl
California
$697K -$764K -19,300 -52%
IB
390
Intrust Bank
Kansas
$696K +$9.3K +235 +1%
CT
391
Coastline Trust
Rhode Island
$689K +$28.5K +720 +4%
DDPIC
392
Deroy & Devereaux Private Investment Counsel
Michigan
$683K +$198K +5,000 +41%
ASN
393
Advisory Services Network
Georgia
$675K +$27.1K +700 +4%
FAAS
394
First Allied Advisory Services
California
$636K +$137K +3,475 +28%
MA
395
MUFG Americas
New York
$630K +$459K +11,586 +268%
MC
396
Moors & Cabot
Massachusetts
$629K +$39.6K +996 +7%
B
397
Baird
Wisconsin
$628K +$111K +2,812 +22%
FNT
398
First National Trust
Pennsylvania
$627K -$19.1K -483 -3%
HAIM
399
Hunter Associates Investment Management
Pennsylvania
$605K +$47.5K +1,200 +9%
CCT
400
Capital City Trust
Florida
$604K – – –
14 15
16
17 18