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Lumen
LUMN

Overview Fund Activity

612 hedge funds and large institutions have $13.9B invested in Lumen in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 182 increasing their positions, 277 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+9
Holders Change %
+1.49%
% of All Funds
17.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
84
Increased
182
Reduced
277
Closed
70
Calls
$258M
Puts
$121M
Net Calls
+$137M
Net Calls Change
+$85.1M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$137M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$446M
3
Franklin Resources
Franklin Resources
California
$108M
4
Jennison Associates
Jennison Associates
New York
$102M
5
Allianz Asset Management
Allianz Asset Management
Germany
$80.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.31B
2
PIM
Perkins Investment Management
Illinois
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$34.4M
4
EAM
Eagle Asset Management
Florida
$0
5
EAM
Edge Asset Management
Washington
$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
451
MUFG Americas
New York
$320K -$353K -11,081 -52%
MCM
452
McRae Capital Management
New Jersey
$318K -$11.9K -375 -4%
FIM
453
Freedom Investment Management
Connecticut
$311K +$311K +9,772 New
BAM
454
Burnham Asset Management
New York
$310K -$976K -30,675 -76%
DADC
455
D.A. Davidson & Co
Montana
$304K +$42.7K +1,346 +16%
MCM
456
Manchester Capital Management
Vermont
$301K -$956 -30 -0.3%
BB
457
Busey Bank
Illinois
$300K -$37.6K -1,182 -11%
Fayez Sarofim & Co
458
Fayez Sarofim & Co
Texas
$298K +$298K +9,360 New
DCM
459
Dynamic Capital Management
Jersey
$290K -$1.16M -36,451 -80%
KFS
460
KMS Financial Services
Washington
$290K -$38.2K -1,201 -12%
CS
461
Cannell & Spears
New York
$288K – – –
AQR Capital Management
462
AQR Capital Management
Connecticut
$287K -$440K -13,800 -61%
BC
463
Barnett & Company
Tennessee
$286K -$169K -5,300 -37%
PC
464
Pomelo Capital
New York
$282K -$260K -8,160 -48%
EFS
465
Essex Financial Services
Connecticut
$280K +$280K +8,788 New
FWCM
466
Ferguson Wellman Capital Management
Oregon
$276K -$83.2K -2,607 -23%
JWA
467
JFS Wealth Advisors
Pennsylvania
$275K -$102K -3,194 -27%
EBSAM
468
Eubel Brady & Suttman Asset Management
Ohio
$274K -$29.5K -924 -10%
Bank of Nova Scotia
469
Bank of Nova Scotia
Ontario, Canada
$274K +$28.7K +901 +12%
SAM
470
Strategy Asset Managers
California
$270K -$15.6K -490 -5%
P
471
Pitcairn
Pennsylvania
$270K +$270K +8,447 New
GI
472
GAMCO Investors
Connecticut
$268K +$268K +8,418 New
SC
473
Saiers Capital
New York
$266K -$1.62M -50,689 -86%
Northwestern Mutual Wealth Management
474
Northwestern Mutual Wealth Management
Wisconsin
$265K -$605 -19 -0.2%
WS
475
Wedbush Securities
California
$263K -$113K -3,531 -30%
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