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Lumen
LUMN

Overview Fund Activity

616 hedge funds and large institutions have $9.78B invested in Lumen in 2015 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 200 increasing their positions, 258 reducing their positions, and 58 closing their positions.

Holders
616
Holders Change
+15
Holders Change %
+2.5%
% of All Funds
16.18%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
78
Increased
200
Reduced
258
Closed
58
Calls
$160M
Puts
$244M
Net Calls
-$84.2M
Net Calls Change
+$12.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$465M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$869M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$172M
4
EVM
4
Eaton Vance Management
Massachusetts
$31.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$110M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$793K
2
JHIU
2
Janus Henderson Investors US
Colorado
$10.2M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.21B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$978K
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$594K
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
501
Virtus Fund Advisers
Connecticut
$51K – – –
CFA
502
CT Financial Advisors
Pennsylvania
$49.1K – – –
CII
503
Capital International Inc
California
$45K – – –
SOAMC
504
Spirit of America Management Corp
New York
$45K – – –
CTC
505
Central Trust Company
Missouri
$44K -$49.5K -1,992 -53%
KTC
506
Kistler-Tiffany Companies
Pennsylvania
$41K -$20.3K -811 -33%
SSB
507
Sandy Spring Bank
Maryland
$40K -$2.5K -99 -6%
SAMC
508
Shinko Asset Management Company
Japan
$40K – – –
BGIM
509
Brandywine Global Investment Management
Pennsylvania
$40K +$381 +15 +1%
CG
510
Colony Group
Massachusetts
$40K +$39.8K +1,575 +19,688%
BAM
511
Brave Asset Management
New Jersey
$38K – – –
WAM
512
Wealthspire Advisors (Maryland)
Maryland
$37K +$37K +1,454 New
PMFA
513
Plante Moran Financial Advisors
Michigan
$36K +$1.3K +52 +4%
TFA
514
Transamerica Financial Advisors
Florida
$35K – – –
GAM
515
Gemmer Asset Management
California
$34K -$658 -26 -2%
S
516
SignatureFD
Georgia
$33K +$13.6K +535 +70%
IWM
517
Integrated Wealth Management
California
$32K -$13.3K -530 -29%
QCG
518
Quadrant Capital Group
Ohio
$32K +$221 +10 +0.7%
MCM
519
Manchester Capital Management
Vermont
$31K – – –
NSIM
520
North Star Investment Management
Illinois
$26K -$3.2K -129 -11%
TFO
521
Tarbox Family Office
California
$26K +$1.49K +60 +6%
WT
522
Whittier Trust
California
$26K +$24.9K +986 +2,348%
RFA
523
Reilly Financial Advisors
California
$25K -$5.13K -200 -17%
AFP
524
Ausdal Financial Partners
Iowa
$25K +$25K +991 New
FAM
525
Formidable Asset Management
Ohio
$24K – – –
19 20
21
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