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

Top Sellers

1
EIP
Epoch Investment Partners
New York
$259M
2
Morgan Stanley
Morgan Stanley
New York
$84.4M
3
IG
ING Group
Netherlands
$1.78M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$93.2M
5
American Century Companies
American Century Companies
Missouri
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIMC
376
Northwestern Mutual Investment Management Company
Wisconsin
$664K -$2.85K -89 -0.4%
DHFB
377
Dixon Hubard Feinour & Brown
Virginia
$662K -$23.2K -750 -3%
Capstone Investment Advisors
378
Capstone Investment Advisors
New York
$653K -$907K -28,399 -58%
GS
379
GAM Systematic
United Kingdom
$651K -$156K -4,875 -19%
ABC
380
Associated Banc-Corp
Wisconsin
$651K -$1.6K -50 -0.2%
AB
381
Amalgamated Bank
New York
$640K +$170K +5,319 +36%
IB
382
Intrust Bank
Kansas
$635K +$11.2K +350 +2%
CFA
383
Capstone Financial Advisors
Illinois
$616K +$32 +1 +0%
GXMC
384
Global X Management Company
New York
$612K -$5.15M -161,103 -89%
TMAM
385
Tokio Marine Asset Management
Japan
$611K +$28.8K +901 +5%
WSCM
386
Wellington Shields Capital Management
New York
$599K -$5.91K -185 -1%
RFC
387
Regions Financial Corp
Alabama
$586K -$163K -5,095 -22%
CIS
388
Capital International Sarl
California
$582K – – –
QT
389
Quantbot Technologies
New York
$572K +$214K +6,697 +60%
BHWM
390
Bar Harbor Wealth Management
New Hampshire
$570K +$171K +5,360 +43%
Baird Financial Group
391
Baird Financial Group
Wisconsin
$563K +$10.3K +322 +2%
VF
392
Virtu Financial
New York
$554K +$554K +17,325 New
GWM
393
Geneos Wealth Management
Colorado
$550K +$550K +17,092 New
IAMOG
394
Investors Asset Management of Georgia
Georgia
$547K +$6.39K +200 +1%
TPWA
395
TRUE Private Wealth Advisors
Oregon
$546K +$546K +17,091 New
KeyBank National Association
396
KeyBank National Association
Ohio
$543K -$97.2K -3,041 -15%
PAM
397
Paradigm Asset Management
New York
$537K +$24.3K +759 +5%
Daiwa Securities Group
398
Daiwa Securities Group
Japan
$525K +$112K +3,500 +27%
LA
399
Lucus Advisors
New York
$525K +$119K +3,710 +29%
CCM
400
Catawba Capital Management
Virginia
$522K -$85.7K -2,680 -14%
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