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Lumen
LUMN

Overview Fund Activity

599 hedge funds and large institutions have $14.1B invested in Lumen in 2014 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 205 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
-13
Holders Change %
-2.12%
% of All Funds
17.31%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
62
Increased
205
Reduced
269
Closed
68
Calls
$266M
Puts
$96.7M
Net Calls
+$170M
Net Calls Change
+$32.2M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$284M
2
Barclays
2
Barclays
United Kingdom
$82.9M
3
Capital International Investors
3
Capital International Investors
California
$201M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$129M
5
BFA
5
BlackRock Fund Advisors
California
$430M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$33.1M
2
Capital World Investors
2
Capital World Investors
California
$166M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$12M
4
Prudential Financial
4
Prudential Financial
New Jersey
$36.3M
5
T
5
TOBAM
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jennison Associates
26
Jennison Associates
New York
$103M -$1.62M -49,342 -2%
JHIU
27
Janus Henderson Investors US
Colorado
$99.2M -$3.81M -116,110 -4%
OSAM
28
O'Shaughnessy Asset Management
Connecticut
$98.7M +$27.4M +835,398 +38%
TCIM
29
TIAA CREF Investment Management
New York
$98.5M +$10.9M +330,960 +12%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$96.1M -$2.48M -75,391 -3%
Los Angeles Capital Management
31
Los Angeles Capital Management
California
$91.1M +$24.7M +752,458 +37%
Legal & General Group
32
Legal & General Group
United Kingdom
$87.4M -$3.2M -97,293 -4%
U
33
UBS
Switzerland
$87.2M +$4.47M +135,985 +5%
UBS AM
34
UBS AM
Illinois
$86.9M -$2.18M -66,509 -2%
Deutsche Bank
35
Deutsche Bank
Germany
$83.6M +$9.79M +298,001 +13%
Barclays
36
Barclays
United Kingdom
$82.9M +$65.6M +2,049,814 +379%
Goldman Sachs
37
Goldman Sachs
New York
$79.9M -$6.42M -195,569 -7%
Invesco
38
Invesco
Georgia
$78.8M +$38M +1,155,813 +93%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$77.9M -$7.02M -213,729 -8%
Wells Fargo
40
Wells Fargo
California
$69.2M +$6.18M +188,292 +10%
HEIP
41
Hudson Edge Investment Partners
New Jersey
$64M -$340K -10,365 -0.5%
USAA
42
United Services Automobile Association
Texas
$63.8M -$2.15M -65,606 -3%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$62.2M -$6.61M -194,864 -10%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$59.7M +$5.04M +153,491 +9%
Bessemer Group
45
Bessemer Group
New Jersey
$58.1M +$5.24M +159,574 +10%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$53.7M -$2.31M -70,300 -4%
DPIM
47
Duff & Phelps Investment Management
Illinois
$52.5M -$35.3M -1,075,000 -40%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$51.8M +$797K +24,258 +2%
AllianceBernstein
49
AllianceBernstein
Tennessee
$51.2M +$1.03M +31,282 +2%
CS
50
Credit Suisse
Switzerland
$48M +$3.38M +102,957 +8%
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