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Lumen
LUMN

Overview Fund Activity

748 hedge funds and large institutions have $9.81B invested in Lumen in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 295 increasing their positions, 248 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
-13
Holders Change %
-1.71%
% of All Funds
16.22%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.35%
New
98
Increased
295
Reduced
248
Closed
105
Calls
$163M
Puts
$225M
Net Calls
-$62M
Net Calls Change
+$56M

Top Buyers

1
State Street
State Street
Massachusetts
+$60.2M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$59.1M
3
AACR
ACR Alpine Capital Research
Missouri
+$47.4M
4
SAM
Southeastern Asset Management
Tennessee
+$34.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$31.3M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
-$311M
2
EIP
Epoch Investment Partners
New York
-$86.4M
3
WHRC
W.H. Reaves & Co
New Jersey
-$61.9M
4
Morgan Stanley
Morgan Stanley
New York
-$42.8M
5
N
Natixis
France
-$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
551
Carson Wealth (CWM LLC)
Nebraska
$55K -$23.8K -1,745 -30%
WAM
552
Wealthspire Advisors (Maryland)
Maryland
$53K -$30.9K -2,591 -37%
LC
553
Lindbrook Capital
California
$52K +$42.5K +3,603 +447%
RFM
554
Royal Fund Management
Florida
$49K -$323 -27 -0.7%
ED
555
Exane Derivatives
France
$48.6K +$3.49K +291 +8%
TNBTD
556
Trustmark National Bank Trust Department
Mississippi
$48K – – –
FMLI
557
Fukoku Mutual Life Insurance
Japan
$47K – – –
CBT
558
Capital Bank & Trust
California
$47K – – –
ACS
559
Archford Capital Strategies
Illinois
$42K -$9.43K -791 -18%
BFC
560
Bedel Financial Consulting
Indiana
$42K – – –
Marshall Wace
561
Marshall Wace
United Kingdom
$41K -$2.85M -237,946 -99%
CAW
562
Cornerstone Advisors (Washington)
Washington
$41K +$8.68K +717 +27%
PCG
563
Private Capital Group
Connecticut
$40K -$32.5K -2,691 -45%
CLOS
564
Compagnie Lombard Odier SCmA
Switzerland
$39K – – –
IWA
565
Intercontinental Wealth Advisors
Texas
$36K -$12K -1,000 -25%
QCIG
566
Quad-Cities Investment Group
Iowa
$35K -$12.4K -1,025 -26%
PK
567
Pflug Koory
Nebraska
$35K – – –
TCM
568
Tradewinds Capital Management
Washington
$34K -$5.54K -459 -14%
CCMW
569
Cypress Capital Management (Wyoming)
Wyoming
$34K – – –
GI
570
Gradient Investments
Minnesota
$33K -$6.22K -519 -16%
GLI
571
Guardian Life Insurance
New York
$33K +$602 +50 +2%
FRA
572
Front Row Advisors
California
$33K +$9K +750 +38%
TFGT
573
TS Financial Group (TSFG)
Illinois
$31K +$31K +2,600 New
IC
574
Inscription Capital
Texas
$30K – – –
ATC
575
Adirondack Trust Company
New York
$30K +$9.3K +820 +45%
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23
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