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Lumen
LUMN

Overview Fund Activity

612 hedge funds and large institutions have $13.9B invested in Lumen in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 182 increasing their positions, 277 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
612
Holders Change
+9
Holders Change %
+1.49%
% of All Funds
17.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
84
Increased
182
Reduced
277
Closed
70
Calls
$258M
Puts
$121M
Net Calls
+$137M
Net Calls Change
+$85.1M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$137M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$446M
3
Franklin Resources
3
Franklin Resources
California
$108M
4
Jennison Associates
4
Jennison Associates
New York
$102M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$80.4M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.31B
2
PIM
2
Perkins Investment Management
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$34.4M
4
EAM
4
Eagle Asset Management
Florida
$0
5
EAM
5
Edge Asset Management
Washington
$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
526
Arrow Financial
New York
$77K -$31.1K -985 -29%
TRCT
527
Tower Research Capital (TRC)
New York
$74K -$234K -7,372 -76%
NES
528
New England Securities
New York
$73K -$7.75K -242 -10%
EWM
529
Elite Wealth Management
Washington
$71K +$1.21K +38 +2%
MIC
530
MU Investments Company
Japan
$70K +$6.36K +200 +10%
1IC
531
1919 Investment Counsel
Maryland
$68K +$3.61K +113 +6%
TCM
532
Tradewinds Capital Management
Washington
$66K +$66K +2,083 New
MBT
533
Monroe Bank & Trust
Michigan
$65K -$481K -15,088 -88%
IMS
534
Index Management Solutions
Pennsylvania
$65K -$5.33K -167 -8%
FNBSF
535
First National Bank Sioux Falls
South Dakota
$65K – – –
SAM
536
Solaris Asset Management
New York
$64K – – –
PTC
537
Private Trust Company
Ohio
$62K -$735 -23 -1%
EAMA
538
EFG Asset Management (Americas)
Florida
$47.9K +$47.9K +1,503 New
RNS
539
Robert N. Shapiro
$47K +$12.7K +400 +37%
WA
540
Waverly Advisors
Alabama
$39K +$96 +3 +0.2%
MCM
541
McKinley Capital Management
Alaska
$38K +$38K +1,204 New
Manulife (Manufacturers Life Insurance)
542
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.7K -$1.36K -42,758 -4%
Envestnet Asset Management
543
Envestnet Asset Management
Illinois
$35K -$30.4K -951 -46%
MFBTD
544
MB Financial Bank - Trust Department
Illinois
$35K – – –
TWA
545
TCI Wealth Advisors
Arizona
$35K +$64 +2 +0.2%
BBHC
546
Brown Brothers Harriman & Co
New York
$34K -$1.49K -47 -4%
ECM
547
Exchange Capital Management
Michigan
$32K +$29.7K +930 +1,310%
JIR
548
James Investment Research
Ohio
$32K +$32K +1,000 New
WT
549
Whittier Trust
California
$31K – – –
DAM
550
Delta Asset Management
Tennessee
$30K -$7.9K -250 -21%
20 21
22
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