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Lumen
LUMN

Overview Fund Activity

653 hedge funds and large institutions have $10.1B invested in Lumen in 2017 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 277 increasing their positions, 204 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
-10
Holders Change %
-1.51%
% of All Funds
16.28%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
72
Increased
277
Reduced
204
Closed
70
Calls
$200M
Puts
$113M
Net Calls
+$86.9M
Net Calls Change
+$90.9M

Top Buyers

1
BlackRock
BlackRock
New York
$1.08B
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.1B
3
Citadel Advisors
Citadel Advisors
Florida
$95.4M
4
Wells Fargo
Wells Fargo
California
$134M
5
TIM
Thornburg Investment Management
New Mexico
$154M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$108M
2
AQR Capital Management
AQR Capital Management
Connecticut
$12.7M
3
Invesco
Invesco
Georgia
$58.7M
4
Millennium Management
Millennium Management
New York
$0
5
PAM
Panagora Asset Management
Massachusetts
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
476
SII Investments
Wisconsin
$243K +$27.7K +1,193 +13%
OAM
477
Oppenheimer Asset Management
New York
$240K +$240K +10,193 New
Pacer Advisors
478
Pacer Advisors
Pennsylvania
$237K +$7.77K +329 +3%
IT
479
Independence Trust
Tennessee
$236K – – –
DWT
480
Dorsey & Whitney Trust
South Dakota
$234K +$234K +9,906 New
PCA
481
Personal Capital Advisors
California
$233K -$3.08M -133,155 -93%
V
482
Veritable
Delaware
$233K -$8K -340 -3%
FMII
483
Farmers & Merchants Investments Inc
Nebraska
$233K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
484
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$233K +$16.5K +700 +8%
BRWA
485
B. Riley Wealth Advisors
Florida
$232K +$5.33K +225 +2%
FNBT
486
FineMark National Bank & Trust
Florida
$224K -$5.77K -245 -3%
COPPSERS
487
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$221K +$221K +9,362 New
SC
488
Scotia Capital
Ontario, Canada
$220K -$577K -24,437 -72%
Fuller & Thaler Asset Management
489
Fuller & Thaler Asset Management
California
$219K – – –
CIA
490
Capital Investment Advisors
Georgia
$217K -$11.3K -477 -5%
WSC
491
Wellington Shields & Co
New York
$215K +$215K +9,103 New
KA
492
Kovack Advisors
Florida
$212K +$212K +8,977 New
TMAM
493
Tokio Marine Asset Management
Japan
$209K -$94.1K -3,990 -31%
WS
494
Wedbush Securities
California
$209K +$209K +8,867 New
LIM
495
Loudon Investment Management
New Hampshire
$208K +$208K +8,836 New
UR
496
USCA RIA
Texas
$202K -$306 -13 -0.2%
PAM
497
Princeton Alpha Management
New Jersey
$201K -$943K -39,919 -82%
SOADOR
498
State of Alaska Department of Revenue
Alaska
$200K +$200K +8,520 New
IWM
499
IHT Wealth Management
Illinois
$195K -$9.5K -393 -5%
SFFS
500
Stonehage Fleming Financial Services
Jersey
$189K +$94.5K +4,000 +100%
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