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Lumen
LUMN

Overview Fund Activity

601 hedge funds and large institutions have $9.8B invested in Lumen in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 232 increasing their positions, 249 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-44
Holders Change %
-6.82%
% of All Funds
16.8%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
42
Increased
232
Reduced
249
Closed
80
Calls
$148M
Puts
$245M
Net Calls
-$96.8M
Net Calls Change
-$75.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$503M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.24B
3
Millennium Management
3
Millennium Management
New York
$70.5M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$23.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$81.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$127M
2
Capital World Investors
2
Capital World Investors
California
$0
3
AL
3
AJO LP
Pennsylvania
$1.13M
4
Goldman Sachs
4
Goldman Sachs
New York
$69.9M
5
Franklin Resources
5
Franklin Resources
California
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
526
SignatureFD
Georgia
$19K +$8.43K +340 +80%
TCOV
527
Trust Company of Vermont
Vermont
$18K -$8.53K -339 -32%
VIA
528
Vantage Investment Advisors
Pennsylvania
$18K +$126 +5 +0.7%
EFSCE
529
Enterprise Financial Services Corp (EFSC)
Missouri
$17K -$1.89K -76 -10%
TWA
530
TCI Wealth Advisors
Arizona
$17K -$280 -11 -2%
SIG
531
Stanford Investment Group
California
$17K – – –
CB
532
Community Bank
New York
$16K – – –
KA
533
Klingman & Associates
New York
$16K +$819 +34 +5%
LWM
534
LBA Wealth Management
Florida
$16K +$16K +644 New
IP
535
Isthmus Partners
Wisconsin
$15K – – –
VNA
536
Valley National Advisers
Pennsylvania
$14K +$4.95K +200 +55%
SGC
537
South Georgia Capital
Illinois
$13K -$31.2K -1,200 -71%
MSFP
538
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
BKA
539
Brick & Kyle Associates
Pennsylvania
$13K – – –
FIB
540
First Interstate Bank
Montana
$13K +$13K +520 New
PSUF
541
People's United Financial
Connecticut
$12K -$7.83K -321 -39%
ATC
542
Adirondack Trust Company
New York
$12K – – –
RWA
543
Ropes Wealth Advisors
Massachusetts
$12K +$8.88K +356 +285%
TC
544
Trust Company
Kansas
$10K – – –
WEC
545
Winslow Evans & Crocker
Massachusetts
$9.17K +$351 +14 +4%
TSU
546
TD Securities (USA)
New York
$8K -$5.66M -227,994 -100%
BCA
547
Bray Capital Advisors
Florida
$8K – – –
JFA
548
JNBA Financial Advisors
Minnesota
$8K +$26 +1 +0.3%
AC
549
Alexandria Capital
Virginia
$8K +$104 +4 +1%
JFGIW
550
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K +$2.37K +98 +42%
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