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Lumen
LUMN

Overview Fund Activity

748 hedge funds and large institutions have $9.81B invested in Lumen in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 295 increasing their positions, 248 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
-13
Holders Change %
-1.71%
% of All Funds
16.22%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.35%
New
98
Increased
295
Reduced
248
Closed
105
Calls
$163M
Puts
$225M
Net Calls
-$62M
Net Calls Change
+$56M

Top Buyers

1
State Street
State Street
Massachusetts
+$60.2M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$59.1M
3
AACR
ACR Alpine Capital Research
Missouri
+$47.4M
4
SAM
Southeastern Asset Management
Tennessee
+$34.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$31.3M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
-$311M
2
EIP
Epoch Investment Partners
New York
-$86.4M
3
WHRC
W.H. Reaves & Co
New Jersey
-$61.9M
4
Morgan Stanley
Morgan Stanley
New York
-$42.8M
5
N
Natixis
France
-$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
526
Checchi Capital Advisers
California
$125K +$125K +10,408 New
BPWA
527
Beacon Pointe Wealth Advisors
California
$123K +$123K +10,325 New
AF
528
Advisornet Financial
Minnesota
$122K +$15.8K +1,323 +15%
AA
529
Apriem Advisors
California
$121K -$35.1K -2,934 -23%
UAS
530
United Asset Strategies
New York
$121K +$121K +10,131 New
CAN
531
Claraphi Advisory Network
United States
$120K -$12.3K -1,029 -9%
CIM
532
Cambria Investment Management
California
$107K -$37.4K -3,129 -26%
LS
533
Livforsakringsbolaget Skandia
Sweden
$104K – – –
MAM
534
Meeder Asset Management
Ohio
$104K +$104K +8,645 New
KPW
535
Kore Private Wealth
New York
$102K – – –
WCM
536
WealthBridge Capital Management
Ohio
$102K – – –
OWD
537
Osborn Williams & Donohoe
Ohio
$100K +$100K +7,950 New
FWM
538
Focused Wealth Management
New York
$94K +$3.6K +300 +4%
PCM
539
Penserra Capital Management
California
$88K +$66.4K +5,544 +308%
LWM
540
Liberty Wealth Management
California
$85K +$1.22K +103 +1%
MC
541
Machina Capital
France
$78K -$256K -21,480 -77%
AWM
542
AllSquare Wealth Management
New York
$78K -$33.6K -2,800 -30%
CHC
543
City Holding Co
West Virginia
$78K – – –
RCAG
544
Rehmann Capital Advisory Group
Michigan
$72.9K -$9.59K -800 -12%
QCG
545
Quadrant Capital Group
Ohio
$71K +$33.5K +3,013 +89%
DAL
546
David A. Lorber
$68K -$39.9K -3,325 -37%
FPS
547
Fieldpoint Private Securities
Connecticut
$65K -$167K -13,910 -72%
PA
548
Parallel Advisors
California
$65K -$1.21K -100 -2%
IA
549
IFP Advisors
Florida
$64K -$99.4K -8,478 -61%
CIAS
550
Capital Investment Advisory Services
North Carolina
$56K +$2.52K +208 +5%
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