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Lumen
LUMN

Overview Fund Activity

645 hedge funds and large institutions have $12.4B invested in Lumen in 2015 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 262 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
-21
Holders Change %
-3.15%
% of All Funds
17.39%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
55
Increased
262
Reduced
236
Closed
66
Calls
$155M
Puts
$177M
Net Calls
-$21.5M
Net Calls Change
-$118M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$447M
2
American Century Companies
American Century Companies
Missouri
$198M
3
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$44.5M
4
Goldman Sachs
Goldman Sachs
New York
$176M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$70M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.37B
2
VOYA Investment Management
VOYA Investment Management
Georgia
$11.5M
3
EIP
Epoch Investment Partners
New York
$316M
4
Capital International Investors
Capital International Investors
California
$129M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$63.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
476
Ronald Blue & Co
Georgia
$261K +$12.8K +434 +5%
NAP
477
New Amsterdam Partners
New York
$258K -$1.99M -67,640 -89%
BHWM
478
Bar Harbor Wealth Management
New Hampshire
$258K +$258K +8,763 New
GP
479
Girard Partners
Pennsylvania
$256K +$35K +1,189 +16%
CCA
480
Checchi Capital Advisers
California
$253K +$13.1K +447 +5%
LPT
481
Legacy Private Trust
Wisconsin
$252K -$987K -33,645 -80%
UR
482
USCA RIA
Texas
$252K -$20.3K -690 -7%
WPP
483
Whalerock Point Partners
Rhode Island
$252K – – –
TIA
484
Tiemann Investment Advisors
California
$247K -$15.1K -515 -6%
BA
485
BlackRock Advisors
Delaware
$244K -$415K -14,149 -63%
RIA
486
Regal Investment Advisors
Michigan
$244K +$197K +6,726 +420%
QAM
487
Quantres Asset Management
Cayman Islands
$244K +$244K +8,300 New
EBSAM
488
Eubel Brady & Suttman Asset Management
Ohio
$243K – – –
Jane Street
489
Jane Street
New York
$235K -$602K -20,480 -72%
ZDA
490
Zweig-DiMenna Associates
New York
$229K +$47K +1,600 +26%
ECM
491
Everence Capital Management
Indiana
$226K – – –
MMG
492
Monetary Management Group
Missouri
$223K -$5.87K -200 -3%
ICAS
493
Investors Capital Advisory Services
Massachusetts
$223K +$14K +477 +7%
NFG
494
Next Financial Group
Texas
$221K +$52.9K +1,805 +31%
BFA
495
Bragg Financial Advisors
North Carolina
$220K -$8.65K -295 -4%
RCM
496
Rotella Capital Management
Washington
$215K +$15.6K +531 +8%
ACS
497
Archford Capital Strategies
Illinois
$213K -$5.81K -198 -3%
WA
498
WESPAC Advisors
California
$210K – – –
FBT
499
First Bankers Trust
Kentucky
$209K – – –
BCM
500
Bourgeon Capital Management
Connecticut
$203K +$203K +6,900 New
18 19
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