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Lumen
LUMN

Overview Fund Activity

663 hedge funds and large institutions have $9.61B invested in Lumen in 2016 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 245 increasing their positions, 226 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+27
Holders Change %
+4.25%
% of All Funds
16.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
114
Increased
245
Reduced
226
Closed
75
Calls
$246M
Puts
$250M
Net Calls
-$4.03M
Net Calls Change
+$64.4M

Top Buyers

1
AIG
1
American International Group
New York
$374M
2
TIM
2
Thornburg Investment Management
New Mexico
$74.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$68.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$539M
5
Morgan Stanley
5
Morgan Stanley
New York
$142M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$268M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$463M
3
EIP
3
Epoch Investment Partners
New York
$106M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Capital International Investors
5
Capital International Investors
California
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
551
Allworth Financial
California
$25K +$6.94K +296 +38%
MBT
552
Montecito Bank & Trust
California
$25K +$25K +1,058 New
PWM
553
Perigon Wealth Management
California
$25K +$25K +1,069 New
ClearBridge Investments
554
ClearBridge Investments
New York
$24K -$13.3K -550 -36%
WT
555
Whittier Trust
California
$24K – – –
MUS
556
Mitsubishi UFJ Securities
Japan
$21K – – –
BAM
557
Barrett Asset Management
New York
$21K +$21K +900 New
IWC
558
Integrated Wealth Counsel
California
$19K – – –
LYV
559
Live Your Vision
Pennsylvania
$18K +$17.3K +727 +2,596%
AA
560
Ancora Advisors
Ohio
$18K +$18K +770 New
RFWA
561
RPg Family Wealth Advisory
Massachusetts
$17.5K +$4.28K +180 +32%
BKA
562
Brick & Kyle Associates
Pennsylvania
$17K – – –
VIA
563
Vantage Investment Advisors
Pennsylvania
$17K +$139 +6 +0.8%
GEA
564
Glen Eagle Advisors
New Jersey
$16.6K +$16.6K +700 New
CCM
565
Cribstone Capital Management
Maine
$14K – – –
IP
566
Isthmus Partners
Wisconsin
$14K – – –
CAW
567
Cornerstone Advisors (Washington)
Washington
$14K +$5.08K +211 +57%
SIC
568
Salem Investment Counselors
North Carolina
$13K – – –
HI
569
Hudock Inc
Pennsylvania
$12K – – –
FIB
570
First Interstate Bank
Montana
$12K – – –
TC
571
Trust Company
Kansas
$12K +$2.38K +96 +25%
MA
572
MUFG Americas
New York
$12K +$4.77K +200 +66%
LJHT
573
Laurie J. Hall Trustee
$12K +$12K +460 New
MIFH
574
Migdal Insurance & Financial Holdings
Israel
$12K +$12K +501 New
AIM
575
Anchor Investment Management
South Carolina
$11.9K – – –
21 22
23
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