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Lumen
LUMN

Overview Fund Activity

655 hedge funds and large institutions have $12.9B invested in Lumen in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 238 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+39
Holders Change %
+6.33%
% of All Funds
17.48%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.27%
New
93
Increased
238
Reduced
233
Closed
49
Calls
$230M
Puts
$351M
Net Calls
-$121M
Net Calls Change
-$36.6M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.74B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$98.2M
3
Bank of America
Bank of America
North Carolina
$703M
4
NI
Numeric Investors
Massachusetts
$88.3M
5
First Trust Advisors
First Trust Advisors
Illinois
$110M

Top Sellers

1
EIP
Epoch Investment Partners
New York
$259M
2
Morgan Stanley
Morgan Stanley
New York
$84.4M
3
IG
ING Group
Netherlands
$1.78M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$93.2M
5
American Century Companies
American Century Companies
Missouri
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
OI
426
Oakbrook Investments
Illinois
$441K +$110K +3,450 +33%
SFWA
427
Summit Financial Wealth Advisors
Louisiana
$428K -$143K -4,467 -25%
AW
428
Alpha Windward
Massachusetts
$426K +$426K +13,320 New
FP
429
FDO Partners
Massachusetts
$425K -$645K -20,176 -60%
SBIA
430
Sheaff Brock Investment Advisors
Indiana
$425K +$44.5K +1,391 +12%
Truist Financial
431
Truist Financial
North Carolina
$425K +$102K +3,178 +31%
CC
432
ClearArc Capital
Ohio
$424K -$5.27K -165 -1%
PWAG
433
Polaris Wealth Advisory Group
California
$421K +$421K +13,176 New
MFW
434
Mosaic Family Wealth
Missouri
$418K -$48.4K -1,518 -10%
AI
435
Atria Investments
North Carolina
$416K +$416K +13,030 New
BG
436
Bollard Group
Massachusetts
$415K +$5.79K +181 +1%
SKK
437
Shepherd Kaplan Krochuk
Massachusetts
$412K – – –
AT
438
Argent Trust
Texas
$412K +$51.2K +1,600 +14%
NIMI
439
Natixis Investment Managers International
France
$409K +$291K +9,105 +246%
MYAM
440
Meiji Yasuda Asset Management
Japan
$405K -$45.1K -1,410 -10%
HM
441
Harvest Management
New York
$401K – – –
FNBT
442
FineMark National Bank & Trust
Florida
$393K -$5.68K -178 -1%
NL
443
NWAM LLC
Washington
$392K -$3.2K -100 -0.8%
ICAS
444
Investors Capital Advisory Services
Massachusetts
$391K +$391K +12,255 New
CI
445
Constellation Investments
Ohio
$389K +$3.2K +100 +0.8%
Brown Advisory
446
Brown Advisory
Maryland
$389K +$389K +12,162 New
PNC
447
Park National Corp
Ohio
$387K -$3.93K -123 -1%
MSV
448
MN Services Vermogensbeheer
Netherlands
$385K +$385K +13,720 New
CFP
449
Cornerstone Financial Partners
North Carolina
$374K +$374K +11,762 New
TIA
450
Tiemann Investment Advisors
California
$371K +$47.4K +1,485 +15%
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