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Lumen
LUMN

Overview Fund Activity

657 hedge funds and large institutions have $11B invested in Lumen in 2017 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 244 increasing their positions, 226 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
16.4%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
92
Increased
244
Reduced
226
Closed
82
Calls
$315M
Puts
$144M
Net Calls
+$171M
Net Calls Change
+$83.8M

Top Buyers

1
CM
Corvex Management
New York
$454M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.37B
3
Goldman Sachs
Goldman Sachs
New York
$271M
4
Capital World Investors
Capital World Investors
California
$142M
5
AIM
abrdn Investment Management
United Kingdom
$113M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.18M
2
Wells Fargo
Wells Fargo
California
$49.9M
3
Two Sigma Investments
Two Sigma Investments
New York
$31.8M
4
CC
Carlson Capital
Texas
$0
5
Capital Research Global Investors
Capital Research Global Investors
California
$493M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
526
Focused Wealth Management
New York
$151K +$191 +8 +0.1%
Fifth Third Bancorp
527
Fifth Third Bancorp
Ohio
$151K +$21.2K +885 +16%
CFA
528
Carroll Financial Associates
North Carolina
$146K -$102K -4,287 -41%
NA
529
NewEdge Advisors
Louisiana
$134K +$134K +5,721 New
CBT
530
Capital Bank & Trust
California
$118K +$118K +4,950 New
DAL
531
David A. Lorber
$117K +$117K +4,894 New
EWM
532
Endurance Wealth Management
Rhode Island
$111K +$17.3K +725 +18%
TAM
533
Trust Asset Management
Texas
$106K – – –
SLF
534
Sun Life Financial
Ontario, Canada
$96K +$95.8K +4,026 +57,514%
TAM
535
Tiverton Asset Management
Delaware
$95K +$95K +3,969 New
FMLI
536
Fukoku Mutual Life Insurance
Japan
$93K – – –
EFSCE
537
Enterprise Financial Services Corp (EFSC)
Missouri
$82K -$4.9K -206 -6%
JWA
538
JFS Wealth Advisors
Pennsylvania
$73K +$1.92K +80 +3%
SIM
539
Sonora Investment Management
Arizona
$71.9K – – –
Bessemer Group
540
Bessemer Group
New Jersey
$67K – – –
DCM
541
Dupont Capital Management
Delaware
$60K +$60K +2,509 New
PFGIA
542
Patriot Financial Group Insurance Agency
Massachusetts
$56K -$2.47K -106 -4%
PMFA
543
Plante Moran Financial Advisors
Michigan
$56K +$53.6K +2,254 +2,277%
WAM
544
Wealthspire Advisors (Maryland)
Maryland
$55K +$11.6K +487 +27%
ClearBridge Investments
545
ClearBridge Investments
New York
$54K +$30.4K +1,282 +129%
CCS
546
Crosspoint Capital Strategies
California
$53K -$18.8K -784 -26%
KTC
547
Kistler-Tiffany Companies
Pennsylvania
$49K +$6.57K +277 +15%
PA
548
Parallel Advisors
California
$44K -$636K -27,646 -94%
NSIM
549
North Star Investment Management
Illinois
$44K – – –
CTC
550
Central Trust Company
Missouri
$42K -$13.8K -573 -25%
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