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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 %
EWM
401
Evercore Wealth Management
New York
$596K -$175K -4,427 -23%
CFA
402
Capstone Financial Advisors
Illinois
$587K +$40 +1 +0%
TNBTD
403
Trustmark National Bank Trust Department
Mississippi
$585K +$134K +3,392 +30%
PNC
404
Park National Corp
Ohio
$576K +$38.6K +975 +7%
FBNAT
405
FirstMerit Bank N.A. Trustee
Ohio
$575K -$1.58K -40 -0.3%
PCA
406
Personal Capital Advisors
California
$567K +$567K +14,317 New
SI
407
Stephens Inc
Arkansas
$564K -$552K -13,936 -49%
BIC
408
Beach Investment Counsel
Pennsylvania
$560K +$560K +14,144 New
SF
409
Synovus Financial
Georgia
$557K +$19.8K +501 +4%
Daiwa Securities Group
410
Daiwa Securities Group
Japan
$556K -$19.8K -500 -3%
MIS
411
Morningstar Investment Services
Illinois
$555K -$1.5M -37,980 -73%
AB
412
Amalgamated Bank
New York
$543K -$88K -2,222 -14%
Thrivent Financial for Lutherans
413
Thrivent Financial for Lutherans
Minnesota
$535K +$5.93K +150 +1%
EVM
414
Eaton Vance Management
Massachusetts
$534K -$6.25K -158 -1%
Walleye Trading
415
Walleye Trading
New York
$527K +$527K +13,323 New
Macquarie Group
416
Macquarie Group
Australia
$525K +$229K +5,800 +78%
MYAM
417
Meiji Yasuda Asset Management
Japan
$524K -$339K -8,570 -39%
EOJOAM
418
E. Ohman J:or Asset Management
Sweden
$521K – – –
RJFSA
419
Raymond James Financial Services Advisors
Florida
$517K -$6.41K -162 -1%
SACTSONJ
420
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$514K – – –
CSS
421
Cubist Systematic Strategies
Connecticut
$509K +$509K +12,848 New
Belvedere Trading
422
Belvedere Trading
Illinois
$508K +$508K +12,840 New
HM
423
Harvest Management
New York
$496K – – –
Capital Fund Management (CFM)
424
Capital Fund Management (CFM)
France
$495K +$87.1K +2,200 +21%
TCT
425
TIAA CREF Trust
Missouri
$492K +$8.56K +216 +2%
15 16
17
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