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Lumen
LUMN

Overview Fund Activity

603 hedge funds and large institutions have $15.7B invested in Lumen in 2013 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 207 increasing their positions, 251 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-3
Holders Change %
-0.5%
% of All Funds
19.56%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
64
Increased
207
Reduced
251
Closed
60
Calls
$229M
Puts
$177M
Net Calls
+$52.3M
Net Calls Change
-$17.2M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$161M
2
NIMC
2
NWQ Investment Management Company
California
$212M
3
EAM
3
Edge Asset Management
Washington
$91.2M
4
APG Asset Management
4
APG Asset Management
Netherlands
$180M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$281M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$6.38M
2
WRF
2
Waddell & Reed Financial
Kansas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$239M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$7.15M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
476
Semper Trust
Pennsylvania
$272K – – –
FB
477
Fulton Bank
Pennsylvania
$271K +$50.5K +1,608 +23%
Northwestern Mutual Wealth Management
478
Northwestern Mutual Wealth Management
Wisconsin
$262K -$31.3K -996 -11%
PCM
479
Parsons Capital Management
Rhode Island
$260K +$1.83K +58 +0.7%
DADC
480
D.A. Davidson & Co
Montana
$258K -$4.76K -152 -2%
FMBTD
481
First Midwest Bank Trust Division
Illinois
$257K -$31.5K -1,000 -11%
ZDA
482
Zweig-DiMenna Associates
New York
$254K +$254K +8,100 New
CONA
483
Capital One National Association
New York
$253K -$22.3K -710 -8%
CCB
484
Cutter & Co Brokerage
Missouri
$251K +$15.7K +500 +7%
ClearBridge Investments
485
ClearBridge Investments
New York
$250K -$32.8M -1,044,649 -99%
DC
486
Davenport & Co
Virginia
$243K -$6.46K -206 -3%
ICAS
487
Investors Capital Advisory Services
Massachusetts
$243K +$243K +7,768 New
Bank of Nova Scotia
488
Bank of Nova Scotia
Ontario, Canada
$241K -$30K -956 -11%
TU
489
TDAM USA
Ontario, Canada
$238K -$219K -6,985 -48%
BC
490
Burney Company
Virginia
$238K -$167K -5,319 -41%
LNWWM
491
Laird Norton Wetherby Wealth Management
California
$232K +$38.2K +1,217 +20%
GLI
492
Guardian Life Insurance
New York
$230K -$6.66K -212 -3%
BUB
493
BBVA USA Bancshares
Texas
$229K -$303K -9,647 -57%
FHC
494
First Heartland Consultants
Missouri
$229K -$4.16K -131 -2%
Loomis, Sayles & Company
495
Loomis, Sayles & Company
Massachusetts
$225K – – –
DSC
496
Duncker Streett & Co
Missouri
$224K +$282 +9 +0.1%
SFSIG
497
San Francisco Sentry Investment Group
California
$222K -$12.2K -390 -5%
MME
498
Meag Munich Ergo
Germany
$221K +$221K +7,050 New
SC
499
Savant Capital
Illinois
$219K -$3.08K -98 -1%
RBC
500
Ronald Blue & Co
Georgia
$212K +$196K +6,251 +1,207%
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