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Lumen
LUMN

Overview Fund Activity

599 hedge funds and large institutions have $14.1B invested in Lumen in 2014 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 205 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
-13
Holders Change %
-2.12%
% of All Funds
17.31%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
62
Increased
205
Reduced
269
Closed
68
Calls
$266M
Puts
$96.7M
Net Calls
+$170M
Net Calls Change
+$32.2M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$284M
2
Barclays
Barclays
United Kingdom
$82.9M
3
Capital International Investors
Capital International Investors
California
$201M
4
Allianz Asset Management
Allianz Asset Management
Germany
$129M
5
BFA
BlackRock Fund Advisors
California
$430M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$33.1M
2
Capital World Investors
Capital World Investors
California
$166M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$12M
4
Prudential Financial
Prudential Financial
New Jersey
$36.3M
5
T
TOBAM
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
426
Everence Capital Management
Indiana
$355K – – –
Capital Fund Management (CFM)
427
Capital Fund Management (CFM)
France
$351K +$351K +10,700 New
FNT
428
First National Trust
Pennsylvania
$350K -$96.1K -2,929 -22%
P
429
Pitcairn
Pennsylvania
$345K +$67.3K +2,046 +24%
WTIM
430
Wilmington Trust Investment Management
Delaware
$343K -$171K -5,146 -33%
LCM
431
Liberty Capital Management
Michigan
$338K -$19.4K -590 -5%
MA
432
MUFG Americas
New York
$332K +$1.68K +51 +0.5%
CFA
433
Carroll Financial Associates
North Carolina
$331K -$4.37K -133 -1%
MCM
434
McRae Capital Management
New Jersey
$328K – – –
MCM
435
Manchester Capital Management
Vermont
$326K +$16.2K +494 +5%
D.E. Shaw & Co
436
D.E. Shaw & Co
New York
$325K -$10.7M -324,113 -97%
ABC
437
Associated Banc-Corp
Wisconsin
$323K +$323K +9,822 New
PFS
438
Prospera Financial Services
Texas
$321K +$66.1K +2,015 +26%
MMG
439
Monetary Management Group
Missouri
$314K -$90.4K -2,750 -22%
BC
440
Barnett & Company
Tennessee
$314K +$19.7K +600 +7%
GI
441
GAMCO Investors
Connecticut
$309K +$32.8K +1,000 +12%
EBSAM
442
Eubel Brady & Suttman Asset Management
Ohio
$308K +$26K +791 +9%
MC
443
Moors & Cabot
Massachusetts
$308K +$308K +9,382 New
VF
444
Virtu Financial
New York
$308K +$308K +9,391 New
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$303K +$30.1K +919 +11%
Fayez Sarofim & Co
446
Fayez Sarofim & Co
Texas
$300K -$7.56K -230 -2%
FMBTD
447
First Midwest Bank Trust Division
Illinois
$296K +$49.3K +1,500 +20%
DC
448
Davenport & Co
Virginia
$295K +$27.1K +825 +10%
GMIM
449
General Motors Investment Management
New York
$294K -$80.4K -2,450 -21%
KFS
450
KMS Financial Services
Washington
$286K -$12.9K -394 -4%
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