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Lumen
LUMN

Overview Fund Activity

636 hedge funds and large institutions have $11.2B invested in Lumen in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 256 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
-7
Holders Change %
-1.09%
% of All Funds
17%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
58
Increased
256
Reduced
208
Closed
52
Calls
$190M
Puts
$258M
Net Calls
-$68.5M
Net Calls Change
+$44.4M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$258M
2
Bank of America
2
Bank of America
North Carolina
$769M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$114M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.07B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$47.7M

Top Sellers

1
JIM
1
Jupiter Investment Management
United Kingdom
$708K
2
NI
2
Numeric Investors
Massachusetts
$28.4M
3
American Century Companies
3
American Century Companies
Missouri
$109M
4
TGI
4
Tradewinds Global Investors
California
$1.19M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$929M
Name Holding Trade Value Shares
Change 		Shares
Change %
BKA
551
Brick & Kyle Associates
Pennsylvania
$19K – – –
WAS
552
Winch Advisory Services
Wisconsin
$18K +$18K +647 New
RFA
553
Reilly Financial Advisors
California
$17K +$1.36K +50 +9%
IP
554
Isthmus Partners
Wisconsin
$16K – – –
VCM
555
Versant Capital Management
Arizona
$16K +$213 +8 +1%
LAM
556
Lebenthal Asset Management
New York
$16K +$16K +586 New
RFWA
557
RPg Family Wealth Advisory
Massachusetts
$15.3K +$1.81K +66 +13%
Bessemer Group
558
Bessemer Group
New Jersey
$15K -$75.9K -2,752 -83%
Lazard Asset Management
559
Lazard Asset Management
New York
$15K – – –
CCM
560
Cribstone Capital Management
Maine
$15K – – –
PSUF
561
People's United Financial
Connecticut
$15K – – –
HI
562
Hudock Inc
Pennsylvania
$14K -$6.31K -243 -31%
FIB
563
First Interstate Bank
Montana
$14K – – –
AIM
564
Anchor Investment Management
South Carolina
$13.7K +$13.7K +500 New
VOYA Investment Management
565
VOYA Investment Management
Georgia
$13.1K +$184 +6,693 +1%
TCOV
566
Trust Company of Vermont
Vermont
$13K -$5.35K -200 -29%
DOA
567
D'Orazio & Associates
Virginia
$12K – – –
ZB
568
Zions Bancorporation
Utah
$12K +$2.21K +81 +23%
TWA
569
TCI Wealth Advisors
Arizona
$11K -$329 -12 -3%
TC
570
Trust Company
Kansas
$11K – – –
JCM
571
Jacobi Capital Management
Pennsylvania
$11K +$196 +7 +2%
JFGIW
572
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K -$13.5K -470 -58%
ATC
573
Adirondack Trust Company
New York
$10K -$3.6K -130 -26%
CWM
574
Cedar Wealth Management
California
$10K – – –
SFG
575
SevenBridge Financial Group
Pennsylvania
$10K – – –
21 22
23
24 25