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Lumen
LUMN

Overview Fund Activity

655 hedge funds and large institutions have $12.9B invested in Lumen in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 238 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+39
Holders Change %
+6.33%
% of All Funds
17.48%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.27%
New
93
Increased
238
Reduced
233
Closed
49
Calls
$230M
Puts
$351M
Net Calls
-$121M
Net Calls Change
-$36.6M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.74B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$98.2M
3
Bank of America
3
Bank of America
North Carolina
$703M
4
NI
4
Numeric Investors
Massachusetts
$88.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$110M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$259M
2
Morgan Stanley
2
Morgan Stanley
New York
$84.4M
3
IG
3
ING Group
Netherlands
$1.78M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$93.2M
5
American Century Companies
5
American Century Companies
Missouri
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
526
ClearBridge Investments
New York
$74K – – –
NYLT
527
New York Life Trust
New York
$73K -$16.9K -528 -19%
GLI
528
Guardian Life Insurance
New York
$65K -$18.4K -575 -22%
VFA
529
Virtus Fund Advisers
Connecticut
$65K – – –
IA
530
IFP Advisors
Florida
$64K -$194K -16,572 -75%
CFA
531
CT Financial Advisors
Pennsylvania
$62.3K – – –
CII
532
Capital International Inc
California
$58K – – –
SOAMC
533
Spirit of America Management Corp
New York
$58K – – –
CTC
534
Central Trust Company
Missouri
$56K – – –
PMFA
535
Plante Moran Financial Advisors
Michigan
$53K +$6.53K +203 +14%
KTC
536
Kistler-Tiffany Companies
Pennsylvania
$52K – – –
ZB
537
Zions Bancorporation
Utah
$52K +$40.6K +1,280 +355%
WAM
538
Wealthspire Advisors (Maryland)
Maryland
$51K +$4.57K +143 +10%
BAM
539
Brave Asset Management
New Jersey
$48K – – –
SSB
540
Sandy Spring Bank
Maryland
$47K -$3.61K -113 -7%
SAMC
541
Shinko Asset Management Company
Japan
$46K -$4.74K -148 -9%
EFSCE
542
Enterprise Financial Services Corp (EFSC)
Missouri
$44K +$20K +626 +83%
QCG
543
Quadrant Capital Group
Ohio
$42K +$2.33K +85 +6%
GAM
544
Gemmer Asset Management
California
$41K -$1.65K -52 -4%
MCM
545
Manchester Capital Management
Vermont
$39K – – –
GI
546
Gradient Investments
Minnesota
$35K +$7.57K +237 +28%
TFO
547
Tarbox Family Office
California
$33K -$677 -21 -2%
NSIM
548
North Star Investment Management
Illinois
$33K – – –
WT
549
Whittier Trust
California
$33K – – –
TCM
550
Tradewinds Capital Management
Washington
$30K – – –
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22
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