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Lumen
LUMN

Overview Fund Activity

636 hedge funds and large institutions have $11.2B invested in Lumen in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 256 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
-7
Holders Change %
-1.09%
% of All Funds
17%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
58
Increased
256
Reduced
208
Closed
52
Calls
$190M
Puts
$258M
Net Calls
-$68.5M
Net Calls Change
+$44.4M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$258M
2
Bank of America
2
Bank of America
North Carolina
$769M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$114M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.07B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$47.7M

Top Sellers

1
JIM
1
Jupiter Investment Management
United Kingdom
$708K
2
NI
2
Numeric Investors
Massachusetts
$28.4M
3
American Century Companies
3
American Century Companies
Missouri
$109M
4
TGI
4
Tradewinds Global Investors
California
$1.19M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$929M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
501
Trust Asset Management
Texas
$122K – – –
FMLI
502
Fukoku Mutual Life Insurance
Japan
$107K – – –
JIC
503
Joel Isaacson & Co
New York
$103K – – –
JIR
504
James Investment Research
Ohio
$95K +$95K +3,452 New
FHA
505
First Horizon Advisors
Tennessee
$91K -$4.18K -150 -4%
TCIM
506
TIAA CREF Investment Management
New York
$89.5K -$6.04K -220,342 -6%
SIM
507
Sonora Investment Management
Arizona
$87.1K – – –
SLF
508
Sun Life Financial
Ontario, Canada
$83K -$121K -4,420 -59%
CCS
509
Crosspoint Capital Strategies
California
$82K – – –
IUHSA
510
Itau Unibanco Holding S.A.
Brazil
$81K +$81K +2,960 New
CG
511
Cutler Group
California
$78K +$26.4K +971 +51%
MMG
512
Monetary Management Group
Missouri
$75K -$96.8K -3,550 -56%
DSC
513
Duncker Streett & Co
Missouri
$73K +$384 +14 +0.5%
S
514
SignatureFD
Georgia
$68K +$29.2K +1,072 +75%
JFA
515
JNBA Financial Advisors
Minnesota
$68K +$60.5K +2,218 +807%
QCG
516
Quadrant Capital Group
Ohio
$65K +$14.4K +562 +28%
BAM
517
Bruderman Asset Management
New York
$57K +$36.8K +1,335 +182%
GLI
518
Guardian Life Insurance
New York
$56K +$302 +11 +0.5%
VFA
519
Virtus Fund Advisers
Connecticut
$55K – – –
CTC
520
Central Trust Company
Missouri
$54K +$4.78K +174 +10%
CFA
521
CT Financial Advisors
Pennsylvania
$53.5K – – –
JWA
522
JFS Wealth Advisors
Pennsylvania
$52K -$12.1K -443 -19%
TRCT
523
Tower Research Capital (TRC)
New York
$52K +$8.98K +328 +21%
EFSCE
524
Enterprise Financial Services Corp (EFSC)
Missouri
$51K +$13.4K +490 +36%
KTC
525
Kistler-Tiffany Companies
Pennsylvania
$49K – – –
19 20
21
22 23