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Lumen
LUMN

Overview Fund Activity

616 hedge funds and large institutions have $9.78B invested in Lumen in 2015 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 200 increasing their positions, 258 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+15
Holders Change %
+2.5%
% of All Funds
16.18%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
78
Increased
200
Reduced
258
Closed
58
Calls
$160M
Puts
$244M
Net Calls
-$84.2M
Net Calls Change
+$12.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$465M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$869M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$172M
4
EVM
4
Eaton Vance Management
Massachusetts
$31.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$110M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$793K
2
JHIU
2
Janus Henderson Investors US
Colorado
$10.2M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.21B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$978K
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$594K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCCM
476
First City Capital Management
Georgia
$182K +$50.3K +2,000 +38%
MMG
477
Monetary Management Group
Missouri
$157K -$31.4K -1,250 -17%
PSI
478
Pinnacle Summer Investments
Virginia
$151K +$42.9K +1,696 +40%
EWM
479
Endurance Wealth Management
Rhode Island
$136K -$276K -10,925 -67%
CLOS
480
Compagnie Lombard Odier SCmA
Switzerland
$129K +$9.96K +395 +8%
IGIM
481
I.G. Investment Management
Manitoba, Canada
$128K – – –
ED
482
Exane Derivatives
France
$119K +$15.8K +630 +15%
MAM
483
Meeder Asset Management
Ohio
$118K +$118K +4,699 New
TAM
484
Trust Asset Management
Texas
$111K +$111K +4,431 New
AIA
485
Allegis Investment Advisors
Idaho
$108K +$108K +4,276 New
PAM
486
PartnerRe Asset Management
Connecticut
$95K -$162K -6,416 -63%
JIC
487
Joel Isaacson & Co
New York
$95K – – –
NIMI
488
Natixis Investment Managers International
France
$93K – – –
PAIA
489
Park Avenue Institutional Advisers
New York
$89K -$4.83K -193 -5%
FFC
490
First Financial Corp
Indiana
$89K – – –
FMLI
491
Fukoku Mutual Life Insurance
Japan
$85K – – –
FHA
492
First Horizon Advisors
Tennessee
$84K +$38.8K +1,556 +86%
SIM
493
Sonora Investment Management
Arizona
$80K – – –
WTB
494
Washington Trust Bank
Washington
$76K -$7.68K -305 -9%
JWA
495
JFS Wealth Advisors
Pennsylvania
$74K +$125 +5 +0.2%
NYLT
496
New York Life Trust
New York
$71K +$71K +2,810 New
GLI
497
Guardian Life Insurance
New York
$66K -$17.4K -686 -21%
DSC
498
Duncker Streett & Co
Missouri
$66K +$19.2K +763 +41%
Bessemer Group
499
Bessemer Group
New Jersey
$61K -$8.25K -323 -12%
ClearBridge Investments
500
ClearBridge Investments
New York
$58K -$1.65K -66 -3%
18 19
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