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Lumen
LUMN

Overview Fund Activity

645 hedge funds and large institutions have $12.4B invested in Lumen in 2015 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 262 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
-21
Holders Change %
-3.15%
% of All Funds
17.39%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
55
Increased
262
Reduced
236
Closed
66
Calls
$155M
Puts
$177M
Net Calls
-$21.5M
Net Calls Change
-$118M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$447M
2
American Century Companies
2
American Century Companies
Missouri
$198M
3
Teacher Retirement System of Texas
3
Teacher Retirement System of Texas
Texas
$44.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$176M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$70M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.37B
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$11.5M
3
EIP
3
Epoch Investment Partners
New York
$316M
4
Capital International Investors
4
Capital International Investors
California
$129M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$63.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
576
B. Riley Wealth Management
Tennessee
$19K -$14.7K -500 -44%
CB
577
Community Bank
New York
$19K – – –
KA
578
Klingman & Associates
New York
$19K – – –
WP
579
WealthPLAN Partners
Nebraska
$19K +$90 +3 +0.5%
KCM
580
Karp Capital Management
California
$18K – – –
IP
581
Isthmus Partners
Wisconsin
$17K – – –
WT
582
Whittier Trust
California
$16K -$1.99K -66 -11%
BKA
583
Brick & Kyle Associates
Pennsylvania
$15K -$36K -1,200 -71%
MSFP
584
Mark Sheptoff Financial Planning
Connecticut
$15K -$24K -800 -62%
ATC
585
Adirondack Trust Company
New York
$15K – – –
ECM
586
Element Capital Management
New York
$14.7K +$14.7K +500 New
DBT
587
Dubuque Bank & Trust
Iowa
$14K +$10.5K +365 +302%
SHJ
588
Sharkey, Howes & Javer
Colorado
$13K -$30.6K -1,059 -70%
S
589
SignatureFD
Georgia
$13K +$4.79K +157 +58%
MUS
590
Mitsubishi UFJ Securities
Japan
$13K +$8.38K +290 +181%
MAS
591
Madden Advisory Services
Florida
$13K +$13K +466 New
DAM
592
Delta Asset Management
Tennessee
$12K – – –
TC
593
Trust Company
Kansas
$11K – – –
VNA
594
Valley National Advisers
Pennsylvania
$11K – – –
WEC
595
Winslow Evans & Crocker
Massachusetts
$10.3K – – –
FWM
596
Focused Wealth Management
New York
$10K – – –
AA
597
Apriem Advisors
California
$9K – – –
JFA
598
JNBA Financial Advisors
Minnesota
$9K – – –
AP
599
Atwood & Palmer
Missouri
$9K – – –
AC
600
Alexandria Capital
Virginia
$9K +$3.07K +104 +52%
22 23
24
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