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Lumen
LUMN

Overview Fund Activity

603 hedge funds and large institutions have $15.7B invested in Lumen in 2013 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 207 increasing their positions, 251 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-3
Holders Change %
-0.5%
% of All Funds
19.56%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
64
Increased
207
Reduced
251
Closed
60
Calls
$229M
Puts
$177M
Net Calls
+$52.3M
Net Calls Change
-$17.2M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$161M
2
NIMC
2
NWQ Investment Management Company
California
$212M
3
EAM
3
Edge Asset Management
Washington
$91.2M
4
APG Asset Management
4
APG Asset Management
Netherlands
$180M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$281M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$6.38M
2
WRF
2
Waddell & Reed Financial
Kansas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$239M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$7.15M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
501
BCWM LLC
Kansas
$211K – – –
MFS
502
MSI Financial Services
Massachusetts
$210K +$51.9K +1,659 +33%
CWM
503
Concert Wealth Management
California
$202K -$86K -2,694 -30%
SSG
504
Summit Securities Group
New York
$195K +$6.29K +200 +3%
QT
505
Quantbot Technologies
New York
$194K -$821K -26,230 -81%
ECM
506
Endex Capital Management
Kansas
$193K – – –
FNBT
507
FineMark National Bank & Trust
Florida
$184K -$97.7K -3,120 -35%
FFC
508
First Financial Corp
Indiana
$182K -$29.7K -945 -14%
LS
509
Livforsakringsbolaget Skandia
Sweden
$157K – – –
GIS
510
Guardian Investor Services
New York
$153K -$6.4K -204 -4%
FMLI
511
Fukoku Mutual Life Insurance
Japan
$150K -$28.2K -900 -16%
ICM
512
IMS Capital Management
Oregon
$149K -$23.6K -750 -14%
LSV Asset Management
513
LSV Asset Management
Illinois
$130K +$130K +4,150 New
AF
514
Arrow Financial
New York
$107K +$3.12K +100 +3%
PR
515
Payden & Rygel
California
$102K – – –
S
516
SignatureFD
Georgia
$97K – – –
SAMC
517
Shinko Asset Management Company
Japan
$92K -$9.43K -300 -9%
NES
518
New England Securities
New York
$79K -$4.58K -146 -5%
CCM
519
Chilton Capital Management
Texas
$78.5K – – –
SSB
520
Sandy Spring Bank
Maryland
$69K +$126 +4 +0.2%
EWM
521
Elite Wealth Management
Washington
$69K +$2.78K +88 +4%
IMS
522
Index Management Solutions
Pennsylvania
$69K +$69K +2,203 New
Envestnet Asset Management
523
Envestnet Asset Management
Illinois
$64K -$817K -26,113 -93%
1IC
524
1919 Investment Counsel
Maryland
$64K -$33.5K -1,054 -34%
MIC
525
MU Investments Company
Japan
$64K -$12.8K -400 -17%
19 20
21
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