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Lumen
LUMN

Overview Fund Activity

616 hedge funds and large institutions have $9.78B invested in Lumen in 2015 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 200 increasing their positions, 258 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
+15
Holders Change %
+2.5%
% of All Funds
16.18%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
78
Increased
200
Reduced
258
Closed
58
Calls
$160M
Puts
$244M
Net Calls
-$84.2M
Net Calls Change
+$12.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$465M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$869M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$172M
4
EVM
4
Eaton Vance Management
Massachusetts
$31.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$110M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$793K
2
JHIU
2
Janus Henderson Investors US
Colorado
$10.2M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.21B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$978K
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$594K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
526
Formidable Asset Management
Ohio
$24K – – –
WRM
527
Westport Resources Management
Connecticut
$23K -$11.9K -466 -34%
Manulife (Manufacturers Life Insurance)
528
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.1K -$3.77K -149,803 -15%
GI
529
Gradient Investments
Minnesota
$22K -$51 -2 -0.2%
GWM
530
Gupta Wealth Management
California
$19K -$19.6K -794 -51%
MI
531
Markston International
New York
$19K – – –
HI
532
Hudock Inc
Pennsylvania
$19K +$98 +4 +0.5%
EFSCE
533
Enterprise Financial Services Corp (EFSC)
Missouri
$19K +$1.65K +65 +9%
BAM
534
Bruderman Asset Management
New York
$19K +$11.4K +450 +150%
Nuveen Asset Management
535
Nuveen Asset Management
Illinois
$18.3K -$16K -635,473 -47%
TCOV
536
Trust Company of Vermont
Vermont
$18K +$25 +1 +0.1%
VIA
537
Vantage Investment Advisors
Pennsylvania
$18K +$100 +4 +0.6%
VCM
538
Versant Capital Management
Arizona
$18K +$18K +730 New
RFS
539
Rockefeller Financial Services
New York
$18K +$18K +734 New
CCS
540
Crosspoint Capital Strategies
California
$17K -$418K -10,564 -96%
AF
541
Allworth Financial
California
$17K -$44.5K -1,732 -72%
KA
542
Klingman & Associates
New York
$17K – – –
DBT
543
Dubuque Bank & Trust
Iowa
$16K -$3.14K -121 -16%
CB
544
Community Bank
New York
$16K – – –
LWM
545
LBA Wealth Management
Florida
$16K – – –
FIB
546
First Interstate Bank
Montana
$16K +$2.58K +100 +19%
1832 Asset Management
547
1832 Asset Management
Ontario, Canada
$16K +$12.3K +500 +333%
IP
548
Isthmus Partners
Wisconsin
$15K – – –
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$14.8K +$13.4K +534 +1,008%
JFGIW
550
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K +$5.67K +225 +68%
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