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Lumen
LUMN

Overview Fund Activity

761 hedge funds and large institutions have $12.4B invested in Lumen in 2018 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 260 increasing their positions, 282 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
–
Holders Change %
0%
% of All Funds
16.98%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.54%
New
118
Increased
260
Reduced
282
Closed
107
Calls
$188M
Puts
$306M
Net Calls
-$118M
Net Calls Change
+$111M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$75.9M
2
Morgan Stanley
Morgan Stanley
New York
+$66.5M
3
State Street
State Street
Massachusetts
+$46.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$46.1M
5
BlackRock
BlackRock
New York
+$40.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$80.4M
2
Goldman Sachs
Goldman Sachs
New York
-$80.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$76.7M
4
SAM
Southeastern Asset Management
Tennessee
-$57.2M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$49.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
526
Koshinski Asset Management
Illinois
$167K -$19.6K -1,292 -11%
NSAM
527
North Star Asset Management
Wisconsin
$166K -$5.69K -375 -3%
QT
528
Quantbot Technologies
New York
$165K +$165K +10,933 New
Franklin Resources
529
Franklin Resources
California
$164K +$164K +10,804 New
NL
530
NWAM LLC
Washington
$163K -$26.3K -1,739 -14%
LC
531
Lourd Capital
California
$163K -$9.16K -604 -5%
WIA
532
Wealthstreet Investment Advisors
Texas
$159K -$21.1K -1,400 -12%
SS
533
Simplicity Solutions
Minnesota
$156K +$156K +10,324 New
MA
534
MUFG Americas
New York
$154K +$154K +10,138 +337,933%
CIBC Private Wealth Group
535
CIBC Private Wealth Group
Georgia
$153K +$3.27K +216 +2%
SMH
536
Sanders Morris Harris
Texas
$153K +$153K +10,120 New
VSWA
537
Vontobel Swiss Wealth Advisors
Switzerland
$152K – – –
NICM
538
Neo Ivy Capital Management
New York
$152K +$152K +10,050 New
LCS
539
Levin Capital Strategies
New York
$151K +$151K +10,000 New
WCM
540
WealthBridge Capital Management
Ohio
$142K +$142K +9,404 New
AWM
541
AllSquare Wealth Management
New York
$141K +$18.2K +1,200 +15%
DAL
542
David A. Lorber
$136K +$21.2K +1,403 +18%
RIM
543
Rampart Investment Management
Connecticut
$135K -$5.59M -369,683 -98%
AF
544
Advisornet Financial
Minnesota
$135K +$18.2K +1,200 +16%
LS
545
Livforsakringsbolaget Skandia
Sweden
$131K – – –
SFFS
546
Stonehage Fleming Financial Services
Jersey
$131K – – –
VFA
547
Valeo Financial Advisors
Indiana
$129K -$7.02K -465 -5%
KPW
548
Kore Private Wealth
New York
$129K +$129K +8,529 New
MOS
549
MGO One Seven
Ohio
$126K +$126K +8,352 New
O
550
Ossiam
France
$118K +$118K +7,767 New
20 21
22
23 24