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Lumen
LUMN

Overview Fund Activity

601 hedge funds and large institutions have $9.8B invested in Lumen in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 232 increasing their positions, 249 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-44
Holders Change %
-6.82%
% of All Funds
16.8%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
42
Increased
232
Reduced
249
Closed
80
Calls
$148M
Puts
$245M
Net Calls
-$96.8M
Net Calls Change
-$75.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$503M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.24B
3
Millennium Management
3
Millennium Management
New York
$70.5M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$23.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$81.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$127M
2
Capital World Investors
2
Capital World Investors
California
$0
3
AL
3
AJO LP
Pennsylvania
$1.13M
4
Goldman Sachs
4
Goldman Sachs
New York
$69.9M
5
Franklin Resources
5
Franklin Resources
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAMC
501
Shinko Asset Management Company
Japan
$40K -$4.8K -190 -11%
GWM
502
Gupta Wealth Management
California
$39K +$32.8K +1,313 +525%
BAM
503
Brave Asset Management
New Jersey
$38K – – –
TFA
504
Transamerica Financial Advisors
Florida
$35K -$215K -8,372 -86%
PMFA
505
Plante Moran Financial Advisors
Michigan
$35K +$8.77K +349 +33%
Nuveen Asset Management
506
Nuveen Asset Management
Illinois
$34.2K +$3.49K +139,017 +11%
WRM
507
Westport Resources Management
Connecticut
$34K – – –
GAM
508
Gemmer Asset Management
California
$34K +$5.27K +212 +18%
QCG
509
Quadrant Capital Group
Ohio
$33K -$276 -12 -0.8%
WCM
510
Windsor Capital Management
Arizona
$33K +$33K +1,348 New
MCM
511
Manchester Capital Management
Vermont
$31K – – –
IMS
512
Index Management Solutions
Pennsylvania
$30K -$8.73K -347 -23%
NSIM
513
North Star Investment Management
Illinois
$30K +$3.29K +129 +12%
RFA
514
Reilly Financial Advisors
California
$29K +$5.58K +226 +24%
DLHL
515
Donald L. Hagan LLC
Florida
$26K +$26K +1,050 New
Manulife (Manufacturers Life Insurance)
516
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.8K +$357 +14,196 +1%
FAM
517
Formidable Asset Management
Ohio
$25K +$124 +5 +0.5%
MUS
518
Mitsubishi UFJ Securities
Japan
$25K +$13.9K +560 +124%
TFO
519
Tarbox Family Office
California
$25K +$20.3K +798 +429%
TCM
520
Tradewinds Capital Management
Washington
$24K – – –
GI
521
Gradient Investments
Minnesota
$22K -$945 -37 -4%
ZB
522
Zions Bancorporation
Utah
$21K +$21K +752 New
MI
523
Markston International
New York
$19K – – –
HI
524
Hudock Inc
Pennsylvania
$19K +$124 +5 +0.7%
DBT
525
Dubuque Bank & Trust
Iowa
$19K +$6.49K +252 +52%
19 20
21
22 23