LUMN icon

Lumen
LUMN

Overview Fund Activity

665 hedge funds and large institutions have $19.1B invested in Lumen in 2014 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 248 increasing their positions, 223 reducing their positions, and 42 closing their positions.

Holders
665
Holders Change
+31
Holders Change %
+4.89%
% of All Funds
17.75%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.19%
New
85
Increased
248
Reduced
223
Closed
42
Calls
$200M
Puts
$165M
Net Calls
+$35.1M
Net Calls Change
-$59M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B
2
JHIU
2
Janus Henderson Investors US
Colorado
$120M
3
UBS Group
3
UBS Group
Switzerland
$86.5M
4
Ameriprise
4
Ameriprise
Minnesota
$443M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$92.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.46B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$554M
3
NIMC
3
NWQ Investment Management Company
California
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$24.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$94.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
551
MV Capital Management
Maryland
$94K 2,387 +2,387 New
RNS
552
Robert N. Shapiro
$91K 2,310 +790 +52%
IMS
553
Index Management Solutions
Pennsylvania
$90K 2,268 -13,809 -86%
FNBSF
554
First National Bank Sioux Falls
South Dakota
$81K 2,046 – –
CFA
555
CT Financial Advisors
Pennsylvania
$78.5K 1,983 +1,983 New
FCCM
556
First City Capital Management
Georgia
$75.1K 1,898 – –
SAMC
557
Shinko Asset Management Company
Japan
$75K 1,893 -300 -14%
Royal London Asset Management
558
Royal London Asset Management
United Kingdom
$71.4K 178,120 +36,254 +26%
SOAMC
559
Spirit of America Management Corp
New York
$71K 1,800 – –
SSB
560
Sandy Spring Bank
Maryland
$67K 1,700 +400 +31%
BKA
561
Brick & Kyle Associates
Pennsylvania
$67K 1,700 +1,700 New
PSI
562
Pinnacle Summer Investments
Virginia
$65K 1,772 -11 -0.6%
NES
563
New England Securities
New York
$65K 1,655 – –
HCP
564
Holt Capital Partners
Texas
$65K 1,644 +1,644 New
FHA
565
First Horizon Advisors
Tennessee
$63K 1,583 -782 -33%
BAM
566
Brave Asset Management
New Jersey
$59K 1,500 – –
IC
567
IKOS CIF
Cyprus
$58K 1,477 +1,477 New
CII
568
Capital International Inc
California
$55K 1,400 +200 +17%
SFWA
569
Summit Financial Wealth Advisors
Louisiana
$55K 1,400 +1,400 New
WRM
570
Westport Resources Management
Connecticut
$54K 1,368 +368 +37%
MSFP
571
Mark Sheptoff Financial Planning
Connecticut
$51K 1,300 – –
MIC
572
MU Investments Company
Japan
$49K 1,200 – –
FQ
573
First Quadrant
California
$47K 1,200 +600 +100%
TCOV
574
Trust Company of Vermont
Vermont
$46K 1,163 -8 -0.7%
GAM
575
Gemmer Asset Management
California
$46K 1,162 +1,162 New
21 22
23
24 25