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Lumen
LUMN

Overview Fund Activity

645 hedge funds and large institutions have $12.4B invested in Lumen in 2015 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 262 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
-21
Holders Change %
-3.15%
% of All Funds
17.39%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
55
Increased
262
Reduced
236
Closed
66
Calls
$155M
Puts
$177M
Net Calls
-$21.5M
Net Calls Change
-$118M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$447M
2
American Century Companies
American Century Companies
Missouri
$198M
3
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$44.5M
4
Goldman Sachs
Goldman Sachs
New York
$176M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$70M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.37B
2
VOYA Investment Management
VOYA Investment Management
Georgia
$11.5M
3
EIP
Epoch Investment Partners
New York
$316M
4
Capital International Investors
Capital International Investors
California
$129M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$63.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
501
Benjamin F. Edwards & Company
Missouri
$196K -$590K -20,043 -75%
USGIU
502
U.S. Global Investors (USGI)
Texas
$185K – – –
HW
503
Hedeker Wealth
Illinois
$181K +$181K +6,189 New
CLOS
504
Compagnie Lombard Odier SCmA
Switzerland
$163K -$162K -5,513 -50%
LS
505
Lupo Securities
Illinois
$162K +$6.75K +230 +4%
IGIM
506
I.G. Investment Management
Manitoba, Canada
$149K +$14.9K +507 +11%
FNBT
507
FineMark National Bank & Trust
Florida
$147K +$4.69K +160 +3%
W
508
Wealthfront
California
$147K +$31.7K +1,078 +28%
SCA
509
Strategic Capital Alternatives
United States
$144K – – –
JIC
510
Joel Isaacson & Co
New York
$132K -$18.5K -630 -12%
TAM
511
Trust Asset Management
Texas
$130K – – –
ED
512
Exane Derivatives
France
$115K – – –
PAIA
513
Park Avenue Institutional Advisers
New York
$112K +$112K +3,820 New
PSI
514
Pinnacle Summer Investments
Virginia
$107K +$8.34K +285 +8%
CII
515
Capital International Inc
California
$106K +$11.8K +400 +13%
CTC
516
Central Trust Company
Missouri
$105K +$15.6K +529 +17%
FFC
517
First Financial Corp
Indiana
$103K – – –
IR
518
IAT Reinsurance
New York
$101K – – –
PR
519
Payden & Rygel
California
$100K – – –
FMLI
520
Fukoku Mutual Life Insurance
Japan
$100K – – –
NYLIM
521
New York Life Investment Management
New York
$100K – – –
RIM
522
RS Investment Management
California
$100K +$100K +3,400 New
WTB
523
Washington Trust Bank
Washington
$98K -$884K -30,000 -90%
FCCM
524
First City Capital Management
Georgia
$96.4K +$29.4K +1,000 +44%
MCM
525
MV Capital Management
Maryland
$95K +$24K +816 +34%
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