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Lumen
LUMN

Overview Fund Activity

599 hedge funds and large institutions have $14.1B invested in Lumen in 2014 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 205 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
-13
Holders Change %
-2.12%
% of All Funds
17.31%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
62
Increased
205
Reduced
269
Closed
68
Calls
$266M
Puts
$96.7M
Net Calls
+$170M
Net Calls Change
+$32.2M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$284M
2
Barclays
Barclays
United Kingdom
$82.9M
3
Capital International Investors
Capital International Investors
California
$201M
4
Allianz Asset Management
Allianz Asset Management
Germany
$129M
5
BFA
BlackRock Fund Advisors
California
$430M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$33.1M
2
Capital World Investors
Capital World Investors
California
$166M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$12M
4
Prudential Financial
Prudential Financial
New Jersey
$36.3M
5
T
TOBAM
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
501
B. Riley Wealth Management
Tennessee
$120K +$120K +3,646 New
FFC
502
First Financial Corp
Indiana
$118K -$72.8K -2,210 -38%
BAM
503
Brave Asset Management
New Jersey
$115K – – –
PR
504
Payden & Rygel
California
$112K +$5.9K +180 +6%
GLI
505
Guardian Life Insurance
New York
$109K -$2.03K -62 -2%
MFS
506
MSI Financial Services
Massachusetts
$103K +$4.07K +124 +4%
JFGIW
507
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96K – – –
HCP
508
Holt Capital Partners
Texas
$87K – – –
NES
509
New England Securities
New York
$85K +$10.4K +317 +14%
W
510
Wealthfront
California
$82K +$82K +2,464 New
1IC
511
1919 Investment Counsel
Maryland
$80K +$9.95K +302 +14%
SAMC
512
Shinko Asset Management Company
Japan
$79K -$7.73K -234 -9%
NCMG
513
NCM Capital Management Group
North Carolina
$75K -$493K -14,950 -87%
AR
514
Advisory Research
Illinois
$72K -$686K -20,971 -90%
JFA
515
JNBA Financial Advisors
Minnesota
$70K +$58.7K +1,800 +522%
CFA
516
CT Financial Advisors
Pennsylvania
$68.5K +$68.5K +1,984 New
FNBSF
517
First National Bank Sioux Falls
South Dakota
$67K – – –
PTC
518
Private Trust Company
Ohio
$64K – – –
FCCM
519
First City Capital Management
Georgia
$62.3K +$62.3K +1,898 New
SSG
520
Summit Securities Group
New York
$62K -$179K -5,500 -74%
MIC
521
MU Investments Company
Japan
$59K -$13.1K -400 -18%
SOAMC
522
Spirit of America Management Corp
New York
$59K +$59K +1,800 New
AF
523
Arrow Financial
New York
$56K -$24.1K -735 -30%
RNS
524
Robert N. Shapiro
$48K -$822 -25 -2%
TCM
525
Tradewinds Capital Management
Washington
$43K -$25.7K -779 -37%
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