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Lumen
LUMN

Overview Fund Activity

665 hedge funds and large institutions have $19.1B invested in Lumen in 2014 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 248 increasing their positions, 223 reducing their positions, and 42 closing their positions.

Holders
665
Holders Change
+31
Holders Change %
+4.89%
% of All Funds
17.75%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.19%
New
85
Increased
248
Reduced
223
Closed
42
Calls
$200M
Puts
$165M
Net Calls
+$35.1M
Net Calls Change
-$59M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B
2
JHIU
2
Janus Henderson Investors US
Colorado
$120M
3
UBS Group
3
UBS Group
Switzerland
$86.5M
4
Ameriprise
4
Ameriprise
Minnesota
$443M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$92.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.46B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$554M
3
NIMC
3
NWQ Investment Management Company
California
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$24.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$94.5M
Name Market Value Shares Shares
Change 		Shares
Change %
EHWM
501
Eads & Heald Wealth Management
Georgia
$245K 6,180 +1,200 +24%
NFG
502
Next Financial Group
Texas
$243K 6,132 -7,420 -55%
ST
503
Semper Trust
Pennsylvania
$241K 6,092 – –
CCA
504
Checchi Capital Advisers
California
$241K 6,099 +6,099 New
ICAS
505
Investors Capital Advisory Services
Massachusetts
$236K 5,966 -188 -3%
KS
506
Karpas Strategies
Connecticut
$234K 5,900 – –
BUB
507
BBVA USA Bancshares
Texas
$234K 5,904 +111 +2%
SFSIG
508
San Francisco Sentry Investment Group
California
$232K 5,870 -235 -4%
Envestnet Asset Management
509
Envestnet Asset Management
Illinois
$229K 5,794 -486 -8%
CTA
510
Chesley Taft & Associates
Illinois
$226K 5,704 +160 +3%
CL
511
Croft-Leominster
Maryland
$225K 5,683 -299 -5%
CCM
512
Covington Capital Management
California
$224K 5,665 +5,665 New
PVWM
513
Point View Wealth Management
New Jersey
$216K 5,457 -539 -9%
HJA
514
Hugh Johnson Advisors
New York
$215K 5,411 +5,411 New
TC
515
TradeLink Capital
Illinois
$214K 5,395 – –
WB
516
WesBanco Bank
West Virginia
$213K 5,376 -367 -6%
BRM
517
Boston Research & Management
Massachusetts
$211K 5,356 – –
IIM
518
Ipswich Investment Management
Massachusetts
$208K 5,265 – –
PTC
519
Private Trust Company
Ohio
$207K 5,249 +3,308 +170%
MCM
520
McMillion Capital Management
North Carolina
$206K 5,202 – –
EPM
521
Equitec Proprietary Markets
Illinois
$204K 5,152 +5,152 New
PCM
522
Parsons Capital Management
Rhode Island
$203K 5,115 -1,000 -16%
UBWV
523
United Bank (West Virginia)
West Virginia
$203K 5,138 – –
JIC
524
Joel Isaacson & Co
New York
$203K 5,122 +236 +5%
SC
525
Scotia Capital
Ontario, Canada
$202K 5,095 -760 -13%
19 20
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