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Lumen
LUMN

Overview Fund Activity

616 hedge funds and large institutions have $9.78B invested in Lumen in 2015 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 200 increasing their positions, 258 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+15
Holders Change %
+2.5%
% of All Funds
16.18%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
78
Increased
200
Reduced
258
Closed
58
Calls
$160M
Puts
$244M
Net Calls
-$84.2M
Net Calls Change
+$12.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$465M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$869M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$172M
4
EVM
4
Eaton Vance Management
Massachusetts
$31.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$110M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$793K
2
JHIU
2
Janus Henderson Investors US
Colorado
$10.2M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.21B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$978K
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$594K
Name Holding Trade Value Shares
Change 		Shares
Change %
IB
376
Intrust Bank
Kansas
$491K +$21.2K +842 +5%
CFA
377
Capstone Financial Advisors
Illinois
$485K +$50 +2 +0%
CCM
378
Catawba Capital Management
Virginia
$478K -$87.7K -3,490 -16%
WSCM
379
Wellington Shields Capital Management
New York
$476K +$21.8K +866 +5%
SWP
380
Stratos Wealth Partners
Ohio
$475K -$51.6K -2,052 -10%
TAF
381
Tredje AP-fonden
Sweden
$459K +$11.6K +463 +3%
TMAM
382
Tokio Marine Asset Management
Japan
$458K -$62.8K -2,497 -12%
CIS
383
Capital International Sarl
California
$458K -$15.1K -600 -3%
SFWA
384
Summit Financial Wealth Advisors
Louisiana
$449K +$449K +17,861 New
WAM
385
Wolverine Asset Management
Illinois
$444K -$422K -16,782 -49%
Baird Financial Group
386
Baird Financial Group
Wisconsin
$435K -$140K -5,562 -24%
IAMOG
387
Investors Asset Management of Georgia
Georgia
$426K -$71.7K -2,850 -14%
SLF
388
Sun Life Financial
Ontario, Canada
$414K -$134K -5,326 -24%
TCM
389
Twin Capital Management
Pennsylvania
$414K +$196K +7,790 +90%
PAM
390
Paradigm Asset Management
New York
$404K -$4.97M -197,600 -92%
NFG
391
Nations Financial Group
Iowa
$398K +$398K +15,819 New
HB
392
Homrich & Berg
Georgia
$395K -$8.98K -357 -2%
CI
393
Conning Inc
Connecticut
$391K -$29.6K -1,177 -7%
SI
394
Stephens Inc
Arkansas
$389K -$31.7K -1,259 -8%
Thrivent Financial for Lutherans
395
Thrivent Financial for Lutherans
Minnesota
$386K +$503 +20 +0.1%
HAIM
396
Hunter Associates Investment Management
Pennsylvania
$384K -$75.5K -3,000 -16%
FRM
397
Fox Run Management
Connecticut
$382K +$382K +15,200 New
SRSA
398
S.R. Schill & Associates
Washington
$376K – – –
AT
399
Arden Trust
Delaware
$374K -$7.97K -317 -2%
AB
400
Amalgamated Bank
New York
$370K -$123K -4,909 -25%
14 15
16
17 18