LUMN icon

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
Vanguard Group
Pennsylvania
$1.27B
2
JHIU
Janus Henderson Investors US
Colorado
$120M
3
Ameriprise
Ameriprise
Minnesota
$443M
4
Federated Hermes
Federated Hermes
Pennsylvania
$92.2M
5
GAM
Gotham Asset Management
New York
$44.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.46B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$554M
3
NIMC
NWQ Investment Management Company
California
$0
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$24.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$94.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
426
Hillsdale Investment Management
Ontario, Canada
$489K +$297K +7,500 +155%
BBHC
427
Brown Brothers Harriman & Co
New York
$483K +$29.7K +750 +7%
CNB
428
City National Bank
California
$481K -$3.15M -79,510 -87%
PAM
429
PartnerRe Asset Management
Connecticut
$481K +$68K +1,718 +16%
BPBT
430
Boston Private Bank & Trust
Massachusetts
$480K – – –
AGM
431
Alpine Global Management
New York
$480K +$480K +12,127 New
Brown Advisory
432
Brown Advisory
Maryland
$477K +$95K +2,401 +25%
GLRA
433
Gerald L. Ray & Associates
Texas
$476K -$63K -1,595 -12%
AW
434
Alpha Windward
Massachusetts
$467K +$30.2K +763 +7%
HB
435
Homrich & Berg
Georgia
$465K -$634 -16 -0.1%
BF
436
BOK Financial
Oklahoma
$461K -$51.6K -1,306 -10%
SAG
437
Sterne Agee Group
Alabama
$458K – – –
CI
438
Constellation Investments
Ohio
$458K +$19.8K +500 +5%
DADC
439
D.A. Davidson & Co
Montana
$456K +$7.93K +201 +2%
BOH
440
Bank of Hawaii
Hawaii
$454K +$34.5K +870 +8%
LS
441
Lupo Securities
Illinois
$451K +$451K +11,390 New
Northwestern Mutual Wealth Management
442
Northwestern Mutual Wealth Management
Wisconsin
$450K +$137K +3,473 +44%
CFS
443
Commonwealth Financial Services
West Virginia
$443K +$443K +11,186 New
FNB
444
First Niagara Bank
New York
$435K – – –
OL
445
Orbitronix LP
California
$435K +$435K +11,000 New
FMBTD
446
First Midwest Bank Trust Division
Illinois
$433K +$25.7K +650 +6%
SPC
447
Sigma Planning Corp
Michigan
$425K +$425K +10,735 New
NYLIM
448
New York Life Investment Management
New York
$424K -$27.7K -700 -6%
Truist Financial
449
Truist Financial
North Carolina
$424K +$2.3K +58 +0.5%
AIP
450
Ameritas Investment Partners
Nebraska
$418K – – –
16 17
18
19 20