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Lumen
LUMN

Overview Fund Activity

761 hedge funds and large institutions have $17.4B invested in Lumen in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 290 increasing their positions, 255 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+32
Holders Change %
+4.39%
% of All Funds
17.43%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.48%
New
98
Increased
290
Reduced
255
Closed
62
Calls
$218M
Puts
$447M
Net Calls
-$229M
Net Calls Change
-$106M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$78.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$68.4M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$27.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.6M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$24.3M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$292M
2
Bank of America
Bank of America
North Carolina
-$85.8M
3
Norges Bank
Norges Bank
Norway
-$69.8M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$61.6M
5
SAM
Southeastern Asset Management
Tennessee
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
526
Sunbelt Securities
Texas
$234K +$234K +11,041 New
MC
527
Moors & Cabot
Massachusetts
$230K +$7.2K +341 +3%
FBC
528
Fairfield, Bush & Co
Connecticut
$227K – – –
FT
529
Fiduciary Trust
Massachusetts
$225K -$3.73K -176 -2%
Capstone Investment Advisors
530
Capstone Investment Advisors
New York
$222K +$222K +10,459 New
AAM
531
American Asset Management
Florida
$220K +$6.35K +300 +3%
VSWA
532
Vontobel Swiss Wealth Advisors
Switzerland
$212K -$53K -2,500 -20%
SP
533
Successful Portfolios
Florida
$212K -$13.5K -639 -6%
Brown Advisory
534
Brown Advisory
Maryland
$212K +$212K +9,964 New
FSA
535
Financial Sense Advisors
California
$212K +$212K +10,001 New
CIBC Private Wealth Group
536
CIBC Private Wealth Group
Georgia
$210K -$203K -9,568 -49%
AIM
537
Advantage Investment Management
Iowa
$210K +$49.8K +2,349 +31%
PIA
538
Piedmont Investment Advisors
North Carolina
$209K -$34K -1,608 -14%
VNB
539
Virginia National Bank
Virginia
$207K +$207K +9,750 New
SB
540
Simmons Bank
Arkansas
$206K +$206K +9,699 New
GT
541
Greenleaf Trust
Michigan
$205K +$205K +9,682 New
NIT
542
NumerixS Investment Technologies
British Columbia, Canada
$203K +$203K +9,700 New
AWA
543
Arete Wealth Advisors
Illinois
$201K -$391K -18,409 -66%
LOAME
544
Lombard Odier Asset Management (Europe)
United Kingdom
$201K +$201K +9,487 New
WAM
545
Wealthspire Advisors (Maryland)
Maryland
$200K +$1.4K +66 +0.7%
VFA
546
Valeo Financial Advisors
Indiana
$186K +$17.5K +847 +10%
LS
547
Livforsakringsbolaget Skandia
Sweden
$183K -$125K -5,900 -41%
SFFS
548
Stonehage Fleming Financial Services
Jersey
$183K – – –
BA
549
Ballew Advisors
Mississippi
$181K +$10.2K +527 +6%
RCAG
550
Rehmann Capital Advisory Group
Michigan
$176K +$51.5K +2,428 +41%
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