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Lumen
LUMN

Overview Fund Activity

636 hedge funds and large institutions have $11.2B invested in Lumen in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 256 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
-7
Holders Change %
-1.09%
% of All Funds
17%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
58
Increased
256
Reduced
208
Closed
52
Calls
$190M
Puts
$258M
Net Calls
-$68.5M
Net Calls Change
+$44.4M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$258M
2
Bank of America
Bank of America
North Carolina
$769M
3
AQR Capital Management
AQR Capital Management
Connecticut
$114M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.07B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$47.7M

Top Sellers

1
JIM
Jupiter Investment Management
United Kingdom
$708K
2
NI
Numeric Investors
Massachusetts
$28.4M
3
American Century Companies
American Century Companies
Missouri
$109M
4
TGI
Tradewinds Global Investors
California
$1.19M
5
Capital Research Global Investors
Capital Research Global Investors
California
$929M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
426
Westover Capital Advisors
Delaware
$411K +$411K +14,993 New
HB
427
Homrich & Berg
Georgia
$406K -$137K -5,000 -25%
NFG
428
Next Financial Group
Texas
$400K +$187K +6,804 +87%
CSS
429
Cubist Systematic Strategies
Connecticut
$398K +$398K +14,500 New
LA
430
Lucus Advisors
New York
$390K +$59.8K +2,184 +18%
SF
431
Synovus Financial
Georgia
$388K -$15.3K -558 -4%
MSV
432
MN Services Vermogensbeheer
Netherlands
$384K +$7.6K +277 +2%
BBHC
433
Brown Brothers Harriman & Co
New York
$383K +$68.6K +2,500 +22%
AIP
434
Ameritas Investment Partners
Nebraska
$379K +$68.1K +2,486 +22%
Brown Advisory
435
Brown Advisory
Maryland
$375K -$3.16K -115 -0.8%
AT
436
Argent Trust
Texas
$373K – – –
BG
437
Bollard Group
Massachusetts
$368K +$5.82K +212 +2%
CC
438
ClearArc Capital
Ohio
$367K +$3.16K +115 +0.9%
Franklin Resources
439
Franklin Resources
California
$360K -$46.6K -1,700 -11%
MFW
440
Mosaic Family Wealth
Missouri
$352K -$4K -146 -1%
PWAG
441
Polaris Wealth Advisory Group
California
$346K -$8.09K -295 -2%
HM
442
Harvest Management
New York
$344K – – –
V
443
Veritable
Delaware
$342K +$34.9K +1,273 +11%
GP
444
Girard Partners
Pennsylvania
$337K +$63.8K +2,323 +23%
PA
445
Probity Advisors
Texas
$333K -$11.8K -428 -3%
WPC
446
Waters Parkerson & Co
Louisiana
$333K – – –
CIM
447
Cambria Investment Management
California
$331K -$28.2K -1,029 -8%
BRWA
448
B. Riley Wealth Advisors
Florida
$331K +$111K +4,035 +50%
EOJOAM
449
E. Ohman J:or Asset Management
Sweden
$329K +$76.8K +2,800 +30%
SFWA
450
Summit Financial Wealth Advisors
Louisiana
$322K -$1.78K -65 -0.6%
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