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Lumen
LUMN

Overview Fund Activity

655 hedge funds and large institutions have $12.9B invested in Lumen in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 238 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+39
Holders Change %
+6.33%
% of All Funds
17.48%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.27%
New
93
Increased
238
Reduced
233
Closed
49
Calls
$230M
Puts
$351M
Net Calls
-$121M
Net Calls Change
-$36.6M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.74B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$98.2M
3
Bank of America
Bank of America
North Carolina
$703M
4
NI
Numeric Investors
Massachusetts
$88.3M
5
First Trust Advisors
First Trust Advisors
Illinois
$110M

Top Sellers

1
EIP
Epoch Investment Partners
New York
$259M
2
Morgan Stanley
Morgan Stanley
New York
$84.4M
3
IG
ING Group
Netherlands
$1.78M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$93.2M
5
American Century Companies
American Century Companies
Missouri
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMH
501
Sanders Morris Harris
Texas
$211K +$211K +6,632 New
MMG
502
Monetary Management Group
Missouri
$208K +$8K +250 +4%
LNWWM
503
Laird Norton Wetherby Wealth Management
California
$206K +$206K +6,446 New
Macquarie Group
504
Macquarie Group
Australia
$197K -$234K -7,351 -54%
Geode Capital Management
505
Geode Capital Management
Massachusetts
$164K +$2.8K +87,735 +2%
CLOS
506
Compagnie Lombard Odier SCmA
Switzerland
$163K – – –
TAM
507
Trust Asset Management
Texas
$142K – – –
Royal London Asset Management
508
Royal London Asset Management
United Kingdom
$132K +$126K +4,023,824 +2,072%
WTB
509
Washington Trust Bank
Washington
$129K +$32.5K +1,019 +34%
IIM
510
Ipswich Investment Management
Massachusetts
$125K +$125K +4,416 New
JIC
511
Joel Isaacson & Co
New York
$120K -$640 -20 -0.5%
PAM
512
PartnerRe Asset Management
Connecticut
$117K -$3.19K -100 -3%
PAIA
513
Park Avenue Institutional Advisers
New York
$111K -$3.11K -97 -3%
Bessemer Group
514
Bessemer Group
New Jersey
$110K +$33.9K +1,062 +44%
AIM
515
Acrospire Investment Management
Illinois
$109K +$109K +3,400 New
FMLI
516
Fukoku Mutual Life Insurance
Japan
$108K – – –
MUS
517
Mitsubishi UFJ Securities
Japan
$106K +$103K +3,220 +3,220%
FFC
518
First Financial Corp
Indiana
$105K -$7.63K -240 -7%
FO
519
FT Options
Illinois
$105K +$105K +3,300 New
ED
520
Exane Derivatives
France
$104K -$47.5K -1,487 -31%
FHA
521
First Horizon Advisors
Tennessee
$100K +$4.5K +159 +5%
CCS
522
Crosspoint Capital Strategies
California
$96K +$82.2K +2,566 +597%
JWA
523
JFS Wealth Advisors
Pennsylvania
$95K +$193 +6 +0.2%
DSC
524
Duncker Streett & Co
Missouri
$84K +$383 +12 +0.5%
CF
525
CenterStar Fund
Illinois
$83K – – –
19 20
21
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