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Lumen
LUMN

Overview Fund Activity

761 hedge funds and large institutions have $17.4B invested in Lumen in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 290 increasing their positions, 255 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+32
Holders Change %
+4.39%
% of All Funds
17.43%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.48%
New
98
Increased
290
Reduced
255
Closed
62
Calls
$218M
Puts
$447M
Net Calls
-$229M
Net Calls Change
-$106M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$78.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$68.4M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$27.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.6M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$24.3M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$292M
2
Bank of America
Bank of America
North Carolina
-$85.8M
3
Norges Bank
Norges Bank
Norway
-$69.8M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$61.6M
5
SAM
Southeastern Asset Management
Tennessee
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
476
BOK Financial Private Wealth
Colorado
$354K -$1.12K -53 -0.3%
TU
477
TDAM USA
Ontario, Canada
$353K -$10.4K -461 -3%
IA
478
IFP Advisors
Florida
$350K -$47.3K -2,227 -12%
FANJ
479
Financial Architects (New Jersey)
New Jersey
$346K -$33.3K -1,570 -9%
PPSG
480
Princeton Portfolio Strategies Group
New Jersey
$334K +$334K +15,762 New
IRF
481
IBM Retirement Fund
New York
$331K -$56.6K -2,671 -15%
EFS
482
Essex Financial Services
Connecticut
$328K -$4.11K -194 -1%
FI
483
FormulaFolio Investments
Michigan
$326K +$36.3K +1,708 +13%
AA
484
Apriem Advisors
California
$323K +$4.2K +198 +1%
SC
485
Savant Capital
Illinois
$318K +$318K +14,981 New
HAIM
486
Hunter Associates Investment Management
Pennsylvania
$316K +$21.2K +1,000 +7%
WP
487
WMS Partners
Maryland
$311K -$392K -18,500 -56%
FMT
488
First Mercantile Trust
Tennessee
$311K -$93.8K -4,424 -23%
CS
489
Cannell & Spears
New York
$311K – – –
PTC
490
Private Trust Company
Ohio
$306K +$306K +14,466 New
B
491
Barings
North Carolina
$305K – – –
CMBA
492
C.M. Bidwell & Associates
Hawaii
$305K +$111K +5,245 +57%
NFG
493
Next Financial Group
Texas
$302K -$29.2K -1,380 -9%
SMFS
494
Squar Milner Financial Services
California
$301K +$50.5K +2,380 +20%
DCM
495
Dynamic Capital Management
Jersey
$296K +$296K +13,975 New
DILIC
496
Dai-ichi Life Insurance Company
Japan
$295K – – –
FPGK
497
Financial Partners Group (Kansas)
Kansas
$294K +$294K +13,877 New
VI
498
Versor Investments
New York
$293K +$293K +13,800 New
CAN
499
Claraphi Advisory Network
United States
$290K -$34.5K -1,628 -11%
ANI
500
American National Insurance
Texas
$286K -$1.47M -69,175 -84%
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