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Lumen
LUMN

Overview Fund Activity

705 hedge funds and large institutions have $9.5B invested in Lumen in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 273 increasing their positions, 241 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
-43
Holders Change %
-5.75%
% of All Funds
15.34%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.28%
New
71
Increased
273
Reduced
241
Closed
106
Calls
$176M
Puts
$237M
Net Calls
-$60.7M
Net Calls Change
+$1.27M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$211M
2
SAM
2
Southeastern Asset Management
Tennessee
$881M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$84.1M
4
BlackRock
4
BlackRock
New York
$1.07B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.31B

Top Sellers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$0
2
Millennium Management
2
Millennium Management
New York
$13.3M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$41.3M
4
MVP
4
Miller Value Partners
Florida
$9.56M
5
Goldman Sachs
5
Goldman Sachs
New York
$75.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WorldQuant Millennium Advisors
26
WorldQuant Millennium Advisors
New York
$48M +$13.4M +1,141,997 +39%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$46.5M +$2.51M +213,570 +6%
SCM
28
Sterling Capital Management
North Carolina
$46.3M +$10.3M +876,277 +29%
Deutsche Bank
29
Deutsche Bank
Germany
$44.8M +$9.76M +830,015 +28%
Citigroup
30
Citigroup
New York
$42.6M -$9.43M -802,132 -18%
Prudential Financial
31
Prudential Financial
New Jersey
$42.5M +$4.69M +399,077 +12%
BCM
32
Bridgeway Capital Management
Texas
$42.1M +$4.16M +353,500 +11%
Capital Research Global Investors
33
Capital Research Global Investors
California
$41.3M -$57.9M -4,925,647 -58%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$40.7M +$4.03M +346,171 +11%
OAM
35
Oppenheimer Asset Management
New York
$39.2M -$1.71M -145,668 -4%
AA
36
ALPS Advisors
Colorado
$37.6M +$1.68M +143,250 +5%
Wells Fargo
37
Wells Fargo
California
$37.4M +$362K +30,746 +1%
Swiss National Bank
38
Swiss National Bank
Switzerland
$37.2M -$941K -80,000 -2%
WFI
39
West Family Investments
California
$30.4M – – –
AAMU
40
Amundi Asset Management US
Massachusetts
$29.2M -$3.34M -284,214 -10%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$28.8M +$157K +13,375 +0.5%
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
$28M +$494K +41,989 +2%
FFH
43
Fairfax Financial Holdings
Ontario, Canada
$27.7M – – –
Citadel Advisors
44
Citadel Advisors
Florida
$27.1M +$4.99M +423,955 +22%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$25.6M -$4.53M -384,854 -15%
Janus Henderson Group
46
Janus Henderson Group
United Kingdom
$25M +$316K +26,901 +1%
MSE
47
MUFG Securities EMEA
United Kingdom
$24.9M – – –
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$22.5M +$2.03M +172,200 +10%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$22.1M +$2.57M +218,875 +13%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$22.1M +$2.64M +224,305 +14%
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