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Lumen
LUMN

Overview Fund Activity

599 hedge funds and large institutions have $14.1B invested in Lumen in 2014 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 205 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
-13
Holders Change %
-2.12%
% of All Funds
17.31%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
62
Increased
205
Reduced
269
Closed
68
Calls
$266M
Puts
$96.7M
Net Calls
+$170M
Net Calls Change
+$32.2M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$284M
2
Barclays
Barclays
United Kingdom
$82.9M
3
Capital International Investors
Capital International Investors
California
$201M
4
Allianz Asset Management
Allianz Asset Management
Germany
$129M
5
BFA
BlackRock Fund Advisors
California
$430M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$33.1M
2
Capital World Investors
Capital World Investors
California
$166M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$12M
4
Prudential Financial
Prudential Financial
New Jersey
$36.3M
5
T
TOBAM
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
576
Cornerstone Advisors (Washington)
Washington
$4K +$4K +109 New
EWM
577
Elite Wealth Management
Washington
$3K -$64.4K -2,126 -96%
HPBT
578
High Point Bank & Trust
North Carolina
$3K -$21.8K -741 -88%
ARMC
579
American Research & Management Company
Massachusetts
$3K -$12.8K -443 -81%
LWCFA
580
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K – – –
TF
581
Tompkins Financial
New York
$3K – – –
HR
582
Howe & Rusling
New York
$3K – – –
WTC
583
WhitTier Trust Company
Nevada
$3K – – –
CCM
584
Carderock Capital Management
Maryland
$3K +$3K +100 New
WOC
585
West Oak Capital
California
$2.46K -$1.68K -51 -40%
NIM
586
NuWave Investment Management
New Jersey
$2K -$504K -15,358 -100%
OIA
587
Optimum Investment Advisors
Illinois
$2K – – –
CPA
588
Cowen Prime Advisors
New York
$2K +$2K +45 New
WAS
589
Winch Advisory Services
Wisconsin
$2K +$2K +48 New
HCC
590
Hirtle Callaghan & Co
Pennsylvania
$1K -$4.17K -150 -81%
KT
591
Kanaly Trust
Texas
$1K -$190 -4 -16%
CAL
592
Capital Advisors Ltd
Ohio
$1K – – –
T
593
TOBAM
France
– -$62.4M -1,958,028 Closed
AIA
594
Affinity Investment Advisors
California
– -$9M -282,579 Closed
AC
595
Allstate Corporation
Illinois
– -$6.37M -200,000 Closed
GC
596
Guardian Capital
Ontario, Canada
– -$4.65M -145,880 Closed
Voloridge Investment Management
597
Voloridge Investment Management
Florida
– -$3.53M -110,970 Closed
RWM
598
Rench Wealth Management
Texas
– -$2.97M -93,100 Closed
JIM
599
Jupiter Investment Management
United Kingdom
– -$2.4M -75,300 Closed
SFP
600
Santa Fe Partners
New Mexico
– -$1.86M -58,392 Closed
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