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Lumen
LUMN

Overview Fund Activity

761 hedge funds and large institutions have $17.4B invested in Lumen in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 290 increasing their positions, 255 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+32
Holders Change %
+4.39%
% of All Funds
17.43%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.48%
New
98
Increased
290
Reduced
255
Closed
62
Calls
$218M
Puts
$447M
Net Calls
-$229M
Net Calls Change
-$106M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$78.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$68.4M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$27.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.6M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$24.3M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$292M
2
Bank of America
Bank of America
North Carolina
-$85.8M
3
Norges Bank
Norges Bank
Norway
-$69.8M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$61.6M
5
SAM
Southeastern Asset Management
Tennessee
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
401
Advisor Partners
California
$687K +$32.6K +1,536 +5%
UCFA
402
United Capital Financial Advisors
Texas
$675K +$294K +13,866 +77%
YMRC
403
Yorktown Management & Research Company
Virginia
$668K – – –
VCA
404
Verdence Capital Advisors
Maryland
$657K -$147K -6,912 -18%
RJT
405
Raymond James Trust
Florida
$645K +$54.5K +2,567 +9%
JAM
406
Jolley Asset Management
North Carolina
$641K +$131K +6,200 +26%
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$635K -$73.8K -3,503 -10%
EWM
408
Evercore Wealth Management
New York
$631K +$325K +15,350 +106%
IAMOG
409
Investors Asset Management of Georgia
Georgia
$617K +$3.18K +150 +0.5%
IB
410
Intrust Bank
Kansas
$612K -$7.7K -363 -1%
CBU
411
CIBC Bank USA
Illinois
$607K -$7K -330 -1%
PW
412
Price Wealth
Texas
$604K -$8.56K -404 -1%
SWM
413
SeaCrest Wealth Management
New York
$600K -$11.4K -538 -2%
V
414
Veritable
Delaware
$597K -$43.3K -2,046 -7%
WorldQuant Millennium Advisors
415
WorldQuant Millennium Advisors
New York
$590K +$590K +27,820 New
HNB
416
Huntington National Bank
Ohio
$585K +$15.6K +735 +3%
CI
417
Cigna Investments
Connecticut
$568K -$63K -3,053 -10%
AIA
418
Arrow Investment Advisors
Maryland
$541K -$80.4K -3,795 -13%
CA
419
Cetera Advisors
Colorado
$541K +$254K +12,056 +89%
JWBC
420
J.W. Burns & Co
New York
$536K – – –
FCH
421
Freestone Capital Holdings
Washington
$534K -$27.9K -1,317 -5%
WTB
422
Washington Trust Bank
Washington
$533K +$3.69K +174 +0.7%
CC
423
ClearArc Capital
Ohio
$522K -$10.6K -502 -2%
IG
424
ING Group
Netherlands
$520K -$231K -10,874 -31%
CIBC World Market
425
CIBC World Market
Ontario, Canada
$515K -$53.9K -2,539 -9%
15 16
17
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