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Lumen
LUMN

Overview Fund Activity

663 hedge funds and large institutions have $9.61B invested in Lumen in 2016 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 245 increasing their positions, 226 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+27
Holders Change %
+4.25%
% of All Funds
16.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
114
Increased
245
Reduced
226
Closed
75
Calls
$246M
Puts
$250M
Net Calls
-$4.03M
Net Calls Change
+$64.4M

Top Buyers

1
AIG
1
American International Group
New York
$374M
2
TIM
2
Thornburg Investment Management
New Mexico
$74.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$68.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$539M
5
Morgan Stanley
5
Morgan Stanley
New York
$142M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$268M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$463M
3
EIP
3
Epoch Investment Partners
New York
$106M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Capital International Investors
5
Capital International Investors
California
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
526
Sonora Investment Management
Arizona
$71.6K -$3.95K -166 -5%
CCS
527
Crosspoint Capital Strategies
California
$71K – – –
JWA
528
JFS Wealth Advisors
Pennsylvania
$70K +$25.1K +1,062 +56%
MMG
529
Monetary Management Group
Missouri
$65K – – –
TG
530
TLP Group
Illinois
$65K +$65K +2,749 New
PFGIA
531
Patriot Financial Group Insurance Agency
Massachusetts
$64K +$64K +2,499 New
TWA
532
TCI Wealth Advisors
Arizona
$58K +$48.5K +2,052 +512%
GLI
533
Guardian Life Insurance
New York
$50K +$1.24K +52 +3%
CFA
534
CT Financial Advisors
Pennsylvania
$46.4K – – –
AIM
535
Acrospire Investment Management
Illinois
$43K -$129K -5,400 -75%
KTC
536
Kistler-Tiffany Companies
Pennsylvania
$43K – – –
WAM
537
Wealthspire Advisors (Maryland)
Maryland
$43K +$5.41K +229 +14%
CTC
538
Central Trust Company
Missouri
$42K -$4.84K -203 -10%
FFC
539
First Financial Corp
Indiana
$41K – – –
NSIM
540
North Star Investment Management
Illinois
$38K +$13K +548 +52%
Bessemer Group
541
Bessemer Group
New Jersey
$38K +$25.2K +1,068 +196%
PIA
542
Piedmont Investment Advisors
North Carolina
$36.8K +$36.5K +1,537 +13,973%
AW
543
Alpha Windward
Massachusetts
$34K +$34K +1,430 New
LA
544
Legacy Advisors
Pennsylvania
$34K +$34K +1,448 New
GAM
545
Gemmer Asset Management
California
$33K -$593 -25 -2%
RFA
546
Reilly Financial Advisors
California
$33K +$18K +750 +120%
GI
547
Gradient Investments
Minnesota
$32K +$12.1K +501 +60%
MCM
548
Manchester Capital Management
Vermont
$29K – – –
DSC
549
Duncker Streett & Co
Missouri
$26K -$37.9K -1,578 -59%
TCM
550
Tradewinds Capital Management
Washington
$26K – – –
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