LUMN icon

Lumen
LUMN

Overview Fund Activity

655 hedge funds and large institutions have $12.9B invested in Lumen in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 238 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+39
Holders Change %
+6.33%
% of All Funds
17.48%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.27%
New
93
Increased
238
Reduced
233
Closed
49
Calls
$230M
Puts
$351M
Net Calls
-$121M
Net Calls Change
-$36.6M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.74B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$98.2M
3
Bank of America
3
Bank of America
North Carolina
$703M
4
NI
4
Numeric Investors
Massachusetts
$88.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$110M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$259M
2
Morgan Stanley
2
Morgan Stanley
New York
$84.4M
3
IG
3
ING Group
Netherlands
$1.78M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$93.2M
5
American Century Companies
5
American Century Companies
Missouri
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
551
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K +$12K +370 +67%
S
552
SignatureFD
Georgia
$28K -$14.2K -438 -34%
IWM
553
Integrated Wealth Management
California
$28K -$12.8K -400 -31%
CB
554
Community Bank
New York
$27K +$6.51K +200 +32%
3C
555
361 Capital
Colorado
$27K +$27K +858 New
FAM
556
Formidable Asset Management
Ohio
$25K -$5.84K -191 -19%
GWM
557
Gupta Wealth Management
California
$25K – – –
AF
558
Allworth Financial
California
$25K +$3.79K +118 +18%
BAM
559
Bruderman Asset Management
New York
$24K +$32 +1 +0.1%
HI
560
Hudock Inc
Pennsylvania
$24K +$124 +4 +0.5%
SC
561
Sculptor Capital
New York
$24K +$24K +749 New
RFWA
562
RPg Family Wealth Advisory
Massachusetts
$23.3K +$23.3K +730 New
TFA
563
Transamerica Financial Advisors
Florida
$22K -$23.4K -704 -52%
VIA
564
Vantage Investment Advisors
Pennsylvania
$22K -$1.19K -37 -5%
TCOV
565
Trust Company of Vermont
Vermont
$22K -$962 -30 -4%
KA
566
Klingman & Associates
New York
$21K – – –
1832 Asset Management
567
1832 Asset Management
Ontario, Canada
$21K – – –
FANJ
568
Financial Architects (New Jersey)
New Jersey
$21K +$21K +659 New
WAS
569
Winch Advisory Services
Wisconsin
$20K +$20K +623 New
RFA
570
Reilly Financial Advisors
California
$19K -$11.9K -375 -39%
IP
571
Isthmus Partners
Wisconsin
$19K – – –
VCM
572
Versant Capital Management
Arizona
$18K -$4.2K -138 -19%
TF
573
Tompkins Financial
New York
$18K -$458 -14 -2%
Nuveen Asset Management
574
Nuveen Asset Management
Illinois
$17.6K -$5.63K -175,999 -24%
FIB
575
First Interstate Bank
Montana
$17K -$3.27K -100 -16%
21 22
23
24 25