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Lumen
LUMN

Overview Fund Activity

603 hedge funds and large institutions have $15.7B invested in Lumen in 2013 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 207 increasing their positions, 251 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-3
Holders Change %
-0.5%
% of All Funds
19.56%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
64
Increased
207
Reduced
251
Closed
60
Calls
$229M
Puts
$177M
Net Calls
+$52.3M
Net Calls Change
-$17.2M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$161M
2
NIMC
2
NWQ Investment Management Company
California
$212M
3
EAM
3
Edge Asset Management
Washington
$91.2M
4
APG Asset Management
4
APG Asset Management
Netherlands
$180M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$281M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$6.38M
2
WRF
2
Waddell & Reed Financial
Kansas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$239M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$7.15M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
451
Ferguson Wellman Capital Management
Oregon
$353K +$170K +5,426 +93%
EVC
452
Eidelman Virant Capital
Missouri
$351K -$62.7K -2,000 -15%
PFS
453
Prospera Financial Services
Texas
$342K +$34.9K +1,100 +11%
PAM
454
Paradigm Asset Management
New York
$340K – – –
ECM
455
Everence Capital Management
Indiana
$339K – – –
BA
456
Birinyi Associates
Connecticut
$337K +$110K +3,500 +48%
BB
457
Busey Bank
Illinois
$333K -$597 -19 -0.2%
MCM
458
McRae Capital Management
New Jersey
$326K +$11.8K +375 +4%
FBT
459
First Bankers Trust
Kentucky
$324K -$62.8K -2,000 -16%
KFS
460
KMS Financial Services
Washington
$324K -$14K -444 -4%
CI
461
Constellation Investments
Ohio
$322K +$15.7K +500 +5%
CFA
462
Carroll Financial Associates
North Carolina
$311K +$298K +9,500 +2,257%
TRCT
463
Tower Research Capital (TRC)
New York
$305K +$250K +7,964 +457%
PI
464
Placemark Investments
Illinois
$301K -$2.6M -82,756 -90%
EBSAM
465
Eubel Brady & Suttman Asset Management
Ohio
$299K -$39.6K -1,261 -12%
MCM
466
Manchester Capital Management
Vermont
$297K +$219K +7,000 +283%
SF
467
Sarofim Fayez
Texas
$286K +$286K +9,110 New
IT
468
Investors Trust
Texas
$285K – – –
CS
469
Cannell & Spears
New York
$284K +$284K +9,037 New
WSFS
470
Wilmington Savings Fund Society
Delaware
$282K -$88.9K -2,827 -24%
SAM
471
Strategy Asset Managers
California
$281K +$19.8K +633 +8%
William Blair & Company
472
William Blair & Company
Illinois
$280K -$1.29M -41,270 -82%
PG
473
PEAK6 Group
Illinois
$279K -$23.3K -1,486 -8%
CTC
474
Central Trust Company
Missouri
$277K +$6.66K +212 +2%
HFS
475
HL Financial Services
Kentucky
$273K +$25.9K +827 +10%
17 18
19
20 21