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Lumen
LUMN

Overview Fund Activity

616 hedge funds and large institutions have $9.78B invested in Lumen in 2015 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 200 increasing their positions, 258 reducing their positions, and 58 closing their positions.

Holders
616
Holders Change
+15
Holders Change %
+2.5%
% of All Funds
16.18%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
78
Increased
200
Reduced
258
Closed
58
Calls
$160M
Puts
$244M
Net Calls
-$84.2M
Net Calls Change
+$12.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$465M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$869M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$172M
4
EVM
4
Eaton Vance Management
Massachusetts
$31.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$110M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$793K
2
JHIU
2
Janus Henderson Investors US
Colorado
$10.2M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.21B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$978K
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$594K
Name Market Value Shares Shares
Change 		Shares
Change %
TF
551
Tompkins Financial
New York
$14K 564 +514 +1,028%
AWMS
552
Advocacy Wealth Management Services
Georgia
$14K 550 +550 New
MSFP
553
Mark Sheptoff Financial Planning
Connecticut
$13K 500 – –
BKA
554
Brick & Kyle Associates
Pennsylvania
$13K 500 – –
RWA
555
Ropes Wealth Advisors
Massachusetts
$13K 523 +42 +9%
PSUF
556
People's United Financial
Connecticut
$12K 474 -18 -4%
ATC
557
Adirondack Trust Company
New York
$12K 491 – –
ZB
558
Zions Bancorporation
Utah
$10K 361 -391 -52%
DAM
559
Delta Asset Management
Tennessee
$10K 378 +128 +51%
ST
560
Spot Trading
Illinois
$10K 401 +401 New
TC
561
Trust Company
Kansas
$9.79K 389 – –
TWA
562
TCI Wealth Advisors
Arizona
$8K 331 -336 -50%
VNA
563
Valley National Advisers
Pennsylvania
$8K 316 -250 -44%
AC
564
Alexandria Capital
Virginia
$8K 313 +4 +1%
JFA
565
JNBA Financial Advisors
Minnesota
$7K 275 -36 -12%
AP
566
Atwood & Palmer
Missouri
$7K 298 – –
WEC
567
Winslow Evans & Crocker
Massachusetts
$6.27K 250 -116 -32%
Carson Wealth (CWM LLC)
568
Carson Wealth (CWM LLC)
Nebraska
$5K 205 -1 -0.5%
MWP
569
MYCIO Wealth Partners
Pennsylvania
$5K 216 – –
TWMP
570
Taylor Wealth Management Partners
Massachusetts
$5K 202 +2 +1%
CAW
571
Cornerstone Advisors (Washington)
Washington
$5K 192 +45 +31%
MWM
572
MinichMacGregor Wealth Management
New York
$5K 174 +174 New
GBT
573
Grove Bank & Trust
Florida
$5K 204 +204 New
GBBWRPM
574
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K 215 +215 New
OSNBOA
575
Old Second National Bank of Aurora
Illinois
$4K 164 – –
21 22
23
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