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Lumen
LUMN

Overview Fund Activity

748 hedge funds and large institutions have $9.81B invested in Lumen in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 295 increasing their positions, 248 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
-13
Holders Change %
-1.71%
% of All Funds
16.22%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.35%
New
98
Increased
295
Reduced
248
Closed
105
Calls
$163M
Puts
$225M
Net Calls
-$62M
Net Calls Change
+$56M

Top Buyers

1
State Street
State Street
Massachusetts
+$60.2M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$59.1M
3
AACR
ACR Alpine Capital Research
Missouri
+$47.4M
4
SAM
Southeastern Asset Management
Tennessee
+$34.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$31.3M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
-$311M
2
EIP
Epoch Investment Partners
New York
-$86.4M
3
WHRC
W.H. Reaves & Co
New Jersey
-$61.9M
4
Morgan Stanley
Morgan Stanley
New York
-$42.8M
5
N
Natixis
France
-$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
426
Diversified Trust
Tennessee
$274K +$66.1K +5,512 +32%
EWM
427
Evercore Wealth Management
New York
$272K +$22.3K +1,856 +9%
SBIA
428
Sheaff Brock Investment Advisors
Indiana
$270K -$2.5K -208 -0.9%
MNBTD
429
Moody National Bank Trust Division
Texas
$269K -$13.8K -1,147 -5%
NIM
430
NuWave Investment Management
New Jersey
$267K +$217K +18,090 +430%
SMFS
431
Squar Milner Financial Services
California
$266K +$93.5K +7,811 +54%
WTB
432
Washington Trust Bank
Washington
$265K -$29.8K -2,487 -10%
WSCM
433
Wellington Shields Capital Management
New York
$261K -$682K -56,979 -72%
ACM
434
AlphaCrest Capital Management
New York
$258K +$258K +21,509 New
CGA
435
Crescent Grove Advisors
Illinois
$254K -$1.3K -108 -0.5%
TL
436
TrueWealth LLC
Georgia
$251K -$112K -9,320 -31%
AC
437
Addison Capital
Pennsylvania
$251K -$18.8K -1,568 -7%
RIM
438
Redwood Investment Management
Arizona
$251K +$251K +20,959 New
CHAM
439
Clear Harbor Asset Management
Connecticut
$250K +$250K +20,887 New
P
440
Pitcairn
Pennsylvania
$247K -$45.4K -3,786 -16%
Franklin Resources
441
Franklin Resources
California
$247K +$117K +9,752 +90%
I
442
INVST
Indiana
$247K +$247K +19,980 New
SM
443
Sciencast Management
New Jersey
$247K +$247K +20,000 New
NSEDCP
444
NJ State Employees Deferred Compensation Plan
New Jersey
$246K – – –
MGI
445
MayTech Global Investments
New York
$245K -$695K -57,831 -74%
FBC
446
Fairfield, Bush & Co
Connecticut
$245K -$19.2K -1,600 -7%
AIM
447
Advantage Investment Management
Iowa
$242K +$99.5K +8,296 +70%
MYAM
448
Meiji Yasuda Asset Management
Japan
$238K – – –
CIBC Private Wealth Group
449
CIBC Private Wealth Group
Georgia
$238K +$117K +9,757 +96%
RIM
450
Redpoint Investment Management
Australia
$232K -$20.3K -1,691 -8%
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