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Lumen
LUMN

Overview Fund Activity

748 hedge funds and large institutions have $9.81B invested in Lumen in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 295 increasing their positions, 248 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
-13
Holders Change %
-1.71%
% of All Funds
16.22%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.35%
New
98
Increased
295
Reduced
248
Closed
105
Calls
$163M
Puts
$225M
Net Calls
-$62M
Net Calls Change
+$56M

Top Buyers

1
State Street
State Street
Massachusetts
+$60.2M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$59.1M
3
AACR
ACR Alpine Capital Research
Missouri
+$47.4M
4
SAM
Southeastern Asset Management
Tennessee
+$34.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$31.3M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
-$311M
2
EIP
Epoch Investment Partners
New York
-$86.4M
3
WHRC
W.H. Reaves & Co
New Jersey
-$61.9M
4
Morgan Stanley
Morgan Stanley
New York
-$42.8M
5
N
Natixis
France
-$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HM
501
Harvest Management
New York
$150K – – –
CCM
502
Cadence Capital Management
Massachusetts
$150K +$150K +12,496 New
MAFM
503
Mid Atlantic Financial Management
Pennsylvania
$149K -$127K -10,607 -46%
DILIC
504
Dai-ichi Life Insurance Company
Japan
$148K – – –
PWM
505
Paulson Wealth Management
Illinois
$148K +$17K +1,419 +13%
GWS
506
Glassman Wealth Services
Virginia
$147K +$147K +12,215 +29,793%
ECM
507
Everence Capital Management
Indiana
$145K -$135K -11,210 -48%
CB
508
Commerce Bank
Missouri
$145K -$21.3K -1,766 -13%
EFS
509
Essex Financial Services
Connecticut
$144K -$12.3K -1,025 -8%
CG
510
Colony Group
Massachusetts
$143K +$143K +11,886 New
TC
511
TownSquare Capital
Utah
$143K +$143K +11,890 New
NFG
512
Nations Financial Group
Iowa
$142K -$7.26K -606 -5%
AWM
513
Avior Wealth Management
Nebraska
$141K +$79.8K +6,660 +130%
FMT
514
First Mercantile Trust
Tennessee
$139K -$16.7K -1,398 -11%
CCMT
515
CMT Capital Markets Trading
Germany
$138K +$138K +11,500 New
SW
516
SVB Wealth
Massachusetts
$137K +$2.76K +230 +2%
LNC
517
Lincoln National Corp
Pennsylvania
$137K +$3.89K +325 +3%
ACM
518
Alethea Capital Management
Washington
$136K -$2.06K -172 -1%
PTC
519
Private Trust Company
Ohio
$135K -$33.3K -2,779 -20%
Verition Fund Management
520
Verition Fund Management
Connecticut
$135K +$135K +11,297 New
DWT
521
Dorsey & Whitney Trust
South Dakota
$133K +$133K +11,094 New
WP
522
WealthSource Partners
California
$130K -$126K -10,484 -49%
FCH
523
Freestone Capital Holdings
Washington
$130K -$109K -9,077 -46%
V
524
Veritable
Delaware
$127K -$90.3K -7,515 -42%
SP
525
Successful Portfolios
Florida
$127K +$127K +10,563 New
19 20
21
22 23