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Lumen
LUMN

Overview Fund Activity

655 hedge funds and large institutions have $12.9B invested in Lumen in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 238 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+39
Holders Change %
+6.33%
% of All Funds
17.48%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.27%
New
93
Increased
238
Reduced
233
Closed
49
Calls
$230M
Puts
$351M
Net Calls
-$121M
Net Calls Change
-$36.6M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.74B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$98.2M
3
Bank of America
3
Bank of America
North Carolina
$703M
4
NI
4
Numeric Investors
Massachusetts
$88.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$110M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$259M
2
Morgan Stanley
2
Morgan Stanley
New York
$84.4M
3
IG
3
ING Group
Netherlands
$1.78M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$93.2M
5
American Century Companies
5
American Century Companies
Missouri
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$98.2M +$96.8M +3,029,287 +7,045%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$93.2M -$46.8M -1,462,872 -33%
NI
28
Numeric Investors
Massachusetts
$88.3M +$76.5M +2,393,400 +646%
Morgan Stanley
29
Morgan Stanley
New York
$84.4M -$70.4M -2,203,770 -45%
PAM
30
Panagora Asset Management
Massachusetts
$80.3M +$19.5M +610,495 +32%
Federated Hermes
31
Federated Hermes
Pennsylvania
$78.2M -$5.77M -180,597 -7%
TD Asset Management
32
TD Asset Management
Ontario, Canada
$78.1M +$9.68M +302,834 +14%
Point72 Asset Management
33
Point72 Asset Management
Connecticut
$74M +$58.2M +1,821,100 +369%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$65.3M +$7.32M +229,000 +13%
Deutsche Bank
35
Deutsche Bank
Germany
$63.9M -$11.2M -351,828 -15%
UBS AM
36
UBS AM
Illinois
$63.6M -$12.5M -389,763 -16%
Charles Schwab
37
Charles Schwab
California
$58.9M +$1.59M +49,879 +3%
PPA
38
Parametric Portfolio Associates
Washington
$58.2M +$2.03M +63,654 +4%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$57.9M +$36.8M +1,151,321 +175%
O
40
OppenheimerFunds
New York
$55.2M -$18M -564,789 -25%
Wells Fargo
41
Wells Fargo
California
$53.1M -$8.95M -279,940 -14%
GC
42
Guggenheim Capital
Illinois
$52.7M -$6.31M -197,556 -11%
UBS Group
43
UBS Group
Switzerland
$51.5M -$5.5M -171,975 -10%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$49.1M +$823K +25,751 +2%
JIM
45
Jupiter Investment Management
United Kingdom
$47.9M +$45.9M +1,434,967 +2,266%
GAM
46
Gotham Asset Management
New York
$46.7M +$15.3M +478,541 +49%
AQR Capital Management
47
AQR Capital Management
Connecticut
$46.7M +$24M +750,728 +106%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$44.7M +$4.73M +148,135 +12%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$44.5M -$2M -62,647 -4%
Swiss National Bank
50
Swiss National Bank
Switzerland
$43.7M +$12.4M +403,500 +39%
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