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

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$33.1M
2
Capital World Investors
Capital World Investors
California
$166M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$12M
4
Prudential Financial
Prudential Financial
New Jersey
$36.3M
5
T
TOBAM
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
476
Ronald Blue & Co
Georgia
$229K +$11.5K +350 +5%
DVM
477
Dreman Value Management
Florida
$229K +$23K +701 +11%
RT
478
Reliance Trust
Georgia
$222K -$459 -14 -0.2%
MHS
479
M Holdings Securities
Oregon
$221K -$6.58K -200 -3%
BL
480
BCWM LLC
Kansas
$221K – – –
JWA
481
JFS Wealth Advisors
Pennsylvania
$220K -$63.6K -1,938 -22%
BA
482
BlackRock Advisors
Delaware
$219K -$9.99K -304 -4%
LNWWM
483
Laird Norton Wetherby Wealth Management
California
$218K +$218K +6,626 New
AFG
484
Albion Financial Group
Utah
$218K +$218K +6,648 New
MYAM
485
Meiji Yasuda Asset Management
Japan
$216K -$205K -6,260 -49%
WB
486
WesBanco Bank
West Virginia
$216K -$131K -3,969 -38%
SC
487
Savant Capital
Illinois
$216K -$6.71K -204 -3%
BT
488
Beacon Trust
New Jersey
$214K -$121K -3,666 -36%
MWR
489
McAdams Wright Ragen
Washington
$213K +$6.8K +208 +3%
JIC
490
Joel Isaacson & Co
New York
$203K +$2.4K +73 +1%
WPW
491
Waldron Private Wealth
Pennsylvania
$202K +$202K +6,156 New
BUB
492
BBVA USA Bancshares
Texas
$201K +$201K +6,110 New
ST
493
Semper Trust
Pennsylvania
$200K -$11.7K -355 -6%
IMS
494
Index Management Solutions
Pennsylvania
$200K +$133K +4,051 +199%
DSC
495
Duncker Streett & Co
Missouri
$195K -$40.6K -1,234 -17%
ClearBridge Investments
496
ClearBridge Investments
New York
$191K -$197 -6 -0.1%
CTA
497
Chesley Taft & Associates
Illinois
$189K +$189K +5,744 New
FNBT
498
FineMark National Bank & Trust
Florida
$170K +$15.2K +464 +10%
FMLI
499
Fukoku Mutual Life Insurance
Japan
$157K – – –
GIS
500
Guardian Investor Services
New York
$150K -$8.43K -256 -5%
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