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Lumen
LUMN

Overview Fund Activity

665 hedge funds and large institutions have $19.1B invested in Lumen in 2014 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 248 increasing their positions, 223 reducing their positions, and 42 closing their positions.

Holders
665
Holders Change
+31
Holders Change %
+4.89%
% of All Funds
17.75%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.19%
New
85
Increased
248
Reduced
223
Closed
42
Calls
$200M
Puts
$165M
Net Calls
+$35.1M
Net Calls Change
-$59M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B
2
JHIU
2
Janus Henderson Investors US
Colorado
$120M
3
UBS Group
3
UBS Group
Switzerland
$86.5M
4
Ameriprise
4
Ameriprise
Minnesota
$443M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$92.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.46B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$554M
3
NIMC
3
NWQ Investment Management Company
California
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$24.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$94.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWM
576
B. Riley Wealth Management
Tennessee
$45K 1,148 +500 +77%
NSIM
577
North Star Investment Management
Illinois
$41K 1,048 – –
FAM
578
Formidable Asset Management
Ohio
$40K 1,004 – –
TCM
579
Tradewinds Capital Management
Washington
$38K 954 – –
Manulife (Manufacturers Life Insurance)
580
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.8K 854,373 +18,760 +2%
GI
581
Gradient Investments
Minnesota
$33K 825 -72,203 -99%
TRCT
582
Tower Research Capital (TRC)
New York
$33K 843 -8,870 -91%
VIA
583
Vantage Investment Advisors
Pennsylvania
$32K 806 -107 -12%
PFG
584
Pacific Financial Group
Washington
$32K 815 +815 New
MI
585
Markston International
New York
$30K 749 – –
HI
586
Hudock Inc
Pennsylvania
$30K 758 +2 +0.3%
SC
587
Sculptor Capital
New York
$30K 760 +200 +36%
1832 Asset Management
588
1832 Asset Management
Ontario, Canada
$29K 720 +570 +380%
SIA
589
Stancorp Investment Advisers
Oregon
$29K 733 +733 New
DAM
590
Delta Asset Management
Tennessee
$28K 700 -100 -13%
FANJ
591
Financial Architects (New Jersey)
New Jersey
$26K 647 +270 +72%
PSUF
592
People's United Financial
Connecticut
$25K 629 – –
WEC
593
Winslow Evans & Crocker
Massachusetts
$24.5K 620 – –
KCM
594
Karp Capital Management
California
$24K 600 +600 New
KA
595
Klingman & Associates
New York
$24K 630 +630 New
IP
596
Isthmus Partners
Wisconsin
$23K 589 +589 New
NG
597
NatWest Group
United Kingdom
$22.3K 563,441 -123,780 -18%
WT
598
Whittier Trust
California
$21K 528 – –
CB
599
Community Bank
New York
$21K 529 +529 New
TWA
600
TCI Wealth Advisors
Arizona
$20K 508 +2 +0.4%
22 23
24
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