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Lumen
LUMN

Overview Fund Activity

601 hedge funds and large institutions have $9.8B invested in Lumen in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 232 increasing their positions, 249 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-44
Holders Change %
-6.82%
% of All Funds
16.8%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
42
Increased
232
Reduced
249
Closed
80
Calls
$148M
Puts
$245M
Net Calls
-$96.8M
Net Calls Change
-$75.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$503M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.24B
3
Millennium Management
3
Millennium Management
New York
$70.5M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$23.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$81.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$127M
2
Capital World Investors
2
Capital World Investors
California
$0
3
AL
3
AJO LP
Pennsylvania
$1.13M
4
Goldman Sachs
4
Goldman Sachs
New York
$69.9M
5
Franklin Resources
5
Franklin Resources
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMLI
476
Fukoku Mutual Life Insurance
Japan
$85K – – –
WTB
477
Washington Trust Bank
Washington
$84K – – –
GLI
478
Guardian Life Insurance
New York
$83K +$20.6K +818 +33%
SIM
479
Sonora Investment Management
Arizona
$83K +$83K +3,175 New
W
480
Wealthfront
California
$76K -$50.3K -1,988 -40%
JWA
481
JFS Wealth Advisors
Pennsylvania
$74K +$276 +11 +0.4%
Bessemer Group
482
Bessemer Group
New Jersey
$69K +$15.9K +623 +30%
GT
483
Glenmede Trust
Pennsylvania
$64K -$395K -16,081 -86%
FQ
484
First Quadrant
California
$63K – – –
KTC
485
Kistler-Tiffany Companies
Pennsylvania
$62K +$15.5K +613 +33%
ClearBridge Investments
486
ClearBridge Investments
New York
$60K – – –
AF
487
Allworth Financial
California
$60K +$1.58K +63 +3%
VFA
488
Virtus Fund Advisers
Connecticut
$51K – – –
CFA
489
CT Financial Advisors
Pennsylvania
$49K – – –
SHJ
490
Sharkey, Howes & Javer
Colorado
$48K +$36.1K +1,359 +302%
DSC
491
Duncker Streett & Co
Missouri
$47K +$329 +13 +0.7%
CII
492
Capital International Inc
California
$45K -$45K -1,800 -50%
FHA
493
First Horizon Advisors
Tennessee
$45K -$21.6K -873 -32%
IWM
494
Integrated Wealth Management
California
$45K -$6.74K -270 -13%
SOAMC
495
Spirit of America Management Corp
New York
$45K – – –
SSB
496
Sandy Spring Bank
Maryland
$42K -$10.3K -414 -20%
HCP
497
Holt Capital Partners
Texas
$41K – – –
KCM
498
Karp Capital Management
California
$41K +$25.9K +1,030 +172%
BGIM
499
Brandywine Global Investment Management
Pennsylvania
$40K -$3.8M -148,114 -99%
BCM
500
Brookstone Capital Management
Illinois
$40K -$2.6M -104,116 -98%
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