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Lumen
LUMN

Overview Fund Activity

636 hedge funds and large institutions have $11.2B invested in Lumen in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 256 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
-7
Holders Change %
-1.09%
% of All Funds
17%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
58
Increased
256
Reduced
208
Closed
52
Calls
$190M
Puts
$258M
Net Calls
-$68.5M
Net Calls Change
+$44.4M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$258M
2
Bank of America
2
Bank of America
North Carolina
$769M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$114M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.07B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$47.7M

Top Sellers

1
JIM
1
Jupiter Investment Management
United Kingdom
$708K
2
NI
2
Numeric Investors
Massachusetts
$28.4M
3
American Century Companies
3
American Century Companies
Missouri
$109M
4
TGI
4
Tradewinds Global Investors
California
$1.19M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$929M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
376
KeyBank National Association
Ohio
$690K +$293K +10,679 +74%
FNBOMD
377
First National Bank of Mount Dora
Florida
$681K -$1.37K -50 -0.2%
FFA
378
First Foundation Advisors
California
$675K +$189K +6,894 +39%
MYAM
379
Meiji Yasuda Asset Management
Japan
$665K -$54.6K -1,990 -8%
LAM
380
Lingohr Asset Management
Germany
$661K +$661K +24,100 New
Simplex Trading
381
Simplex Trading
Illinois
$660K +$660K +24,065 New
IB
382
Intrust Bank
Kansas
$653K +$16.9K +617 +3%
SOADOR
383
State of Alaska Department of Revenue
Alaska
$651K +$37.5K +1,369 +6%
Nordea Investment Management
384
Nordea Investment Management
Sweden
$646K +$26K +947 +4%
CIBC Private Wealth Group
385
CIBC Private Wealth Group
Georgia
$606K +$36.9K +1,344 +6%
CB
386
Commerce Bank
Missouri
$605K -$2.85K -104 -0.5%
CBU
387
CIBC Bank USA
Illinois
$601K +$601K +21,899 New
NIMI
388
Natixis Investment Managers International
France
$600K – – –
ASN
389
Advisory Services Network
Georgia
$600K +$170K +6,186 +39%
AP
390
AHL Partners
United Kingdom
$592K -$2.82M -102,798 -83%
MA
391
Marshwinds Advisory
Georgia
$592K -$2.74K -100 -0.5%
SRSA
392
S.R. Schill & Associates
Washington
$578K – – –
EFS
393
Essex Financial Services
Connecticut
$567K -$17.6K -643 -3%
NSEDCP
394
NJ State Employees Deferred Compensation Plan
New Jersey
$564K – – –
ABC
395
Associated Banc-Corp
Wisconsin
$563K +$3.93K +143 +0.7%
NSAM
396
North Star Asset Management
Wisconsin
$553K -$18.5K -675 -3%
VIA
397
Virtus Investment Advisers
Connecticut
$552K +$552K +20,119 New
SBIA
398
Sheaff Brock Investment Advisors
Indiana
$543K -$31.1K -1,133 -5%
FMBTD
399
First Midwest Bank Trust Division
Illinois
$542K +$45.2K +1,650 +9%
CFA
400
Capstone Financial Advisors
Illinois
$529K +$55 +2 +0%
14 15
16
17 18