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Lumen
LUMN

Overview Fund Activity

616 hedge funds and large institutions have $9.78B invested in Lumen in 2015 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 200 increasing their positions, 258 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+15
Holders Change %
+2.5%
% of All Funds
16.18%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
78
Increased
200
Reduced
258
Closed
58
Calls
$160M
Puts
$244M
Net Calls
-$84.2M
Net Calls Change
+$12.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$465M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$869M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$172M
4
EVM
4
Eaton Vance Management
Massachusetts
$31.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$110M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$793K
2
JHIU
2
Janus Henderson Investors US
Colorado
$10.2M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.21B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$978K
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$594K
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
451
D.A. Davidson & Co
Montana
$252K -$37.8K -1,504 -13%
BGA
452
Belmont Global Advisors
Texas
$252K +$252K +10,000 New
AIM
453
Alambic Investment Management
California
$250K +$250K +9,950 New
CFA
454
Carroll Financial Associates
North Carolina
$248K +$1.05K +42 +0.4%
CIA
455
Choate Investment Advisors
Massachusetts
$248K +$248K +6,264 New
GLRA
456
Gerald L. Ray & Associates
Texas
$246K -$79.3K -3,150 -24%
CG
457
Cutler Group
California
$242K +$242K +9,632 New
BFEC
458
Benjamin F. Edwards & Company
Missouri
$240K -$8.8K -349 -4%
AP
459
Advisor Partners
California
$237K +$19.7K +781 +9%
CA
460
Cetera Advisors
Colorado
$232K -$40.6K -1,601 -15%
FMBTD
461
First Midwest Bank Trust Division
Illinois
$227K -$66.7K -2,645 -23%
DCM
462
Dynamic Capital Management
Jersey
$225K +$7.67K +305 +4%
FWP
463
FAS Wealth Partners
Kansas
$223K -$10.7K -425 -5%
HCM
464
Highbridge Capital Management
New York
$221K +$221K +8,819 New
UR
465
USCA RIA
Texas
$220K +$4.15K +165 +2%
EMG
466
Ellington Management Group
Connecticut
$216K +$216K +8,600 New
MHS
467
M Holdings Securities
Oregon
$211K -$14.7K -584 -7%
EBSAM
468
Eubel Brady & Suttman Asset Management
Ohio
$208K +$502 +20 +0.2%
Pacer Advisors
469
Pacer Advisors
Pennsylvania
$208K +$208K +8,258 New
Verition Fund Management
470
Verition Fund Management
Connecticut
$207K +$207K +8,237 New
RCM
471
Rotella Capital Management
Washington
$206K +$206K +8,200 New
BIC
472
Beach Investment Counsel
Pennsylvania
$205K -$151K -6,000 -42%
JWBC
473
J.W. Burns & Co
New York
$205K -$102K -4,029 -33%
RMC
474
Regis Management Company
California
$204K +$204K +8,110 New
NFG
475
Next Financial Group
Texas
$188K -$8.8K -351 -4%
17 18
19
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