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Lumen
LUMN

Overview Fund Activity

617 hedge funds and large institutions have $15.7B invested in Lumen in 2014 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 202 increasing their positions, 252 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
617
Holders Change
+18
Holders Change %
+3.01%
% of All Funds
17.75%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
66
Increased
202
Reduced
252
Closed
44
Calls
$246M
Puts
$164M
Net Calls
+$82.8M
Net Calls Change
-$86.8M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$203M
2
AL
AJO LP
Pennsylvania
$170M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$139M
4
IG
ING Group
Netherlands
$116M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$552M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$101M
2
NIMC
NWQ Investment Management Company
California
$110M
3
American Century Companies
American Century Companies
Missouri
$173M
4
Allianz Asset Management
Allianz Asset Management
Germany
$93.5M
5
EAM
Edge Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
476
Griffin Asset Management
New York
$249K -$36.2K -1,000 -13%
HSA
477
HBK Sorce Advisory
Pennsylvania
$249K +$249K +6,892 New
BL
478
BCWM LLC
Kansas
$244K – – –
SC
479
Savant Capital
Illinois
$244K +$6.47K +179 +3%
DTL
480
Dynamic Technology Lab
Singapore
$244K +$244K +6,753 New
AFG
481
Albion Financial Group
Utah
$241K – – –
MIAN
482
Mariner Independent Advisor Network
Kansas
$239K +$239K +6,590 New
CIA
483
Choate Investment Advisors
Massachusetts
$237K +$227K +6,363 +2,256%
William Blair & Company
484
William Blair & Company
Illinois
$237K -$33.1K -919 -12%
BA
485
BlackRock Advisors
Delaware
$237K -$3.98K -110 -2%
RT
486
Reliance Trust
Georgia
$236K -$9.98K -275 -4%
GCA
487
Gideon Capital Advisors
New York
$236K +$236K +6,513 New
LNWWM
488
Laird Norton Wetherby Wealth Management
California
$235K -$4.92K -136 -2%
CC
489
Cipher Capital
New York
$235K +$235K +6,495 New
TA
490
Tiedemann Advisors
New York
$230K +$230K +6,365 New
BUB
491
BBVA USA Bancshares
Texas
$222K +$435 +12 +0.2%
ST
492
Semper Trust
Pennsylvania
$221K – – –
BPC
493
Banque Pictet & Cie
Switzerland
$219K +$219K +6,050 New
CL
494
Croft-Leominster
Maryland
$217K +$217K +5,982 New
PVWM
495
Point View Wealth Management
New Jersey
$217K +$217K +5,985 New
WB
496
WesBanco Bank
West Virginia
$216K -$21.1K -583 -9%
IH
497
IFC Holdings
Florida
$215K +$215K +5,942 New
CWM
498
Confluence Wealth Management
Oregon
$212K +$212K +5,865 New
ClearBridge Investments
499
ClearBridge Investments
New York
$211K +$435 +12 +0.2%
WS
500
Wedbush Securities
California
$209K -$45.2K -1,247 -18%
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