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Lumen
LUMN

Overview Fund Activity

655 hedge funds and large institutions have $12.9B invested in Lumen in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 238 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+39
Holders Change %
+6.33%
% of All Funds
17.48%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.27%
New
93
Increased
238
Reduced
233
Closed
49
Calls
$230M
Puts
$351M
Net Calls
-$121M
Net Calls Change
-$36.6M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.74B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$98.2M
3
Bank of America
3
Bank of America
North Carolina
$703M
4
NI
4
Numeric Investors
Massachusetts
$88.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$110M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$259M
2
Morgan Stanley
2
Morgan Stanley
New York
$84.4M
3
IG
3
ING Group
Netherlands
$1.78M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$93.2M
5
American Century Companies
5
American Century Companies
Missouri
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
576
People's United Financial
Connecticut
$17K +$2.19K +70 +15%
MSFP
577
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
BKA
578
Brick & Kyle Associates
Pennsylvania
$16K – – –
ATC
579
Adirondack Trust Company
New York
$16K – – –
SAM
580
Shamrock Asset Management
Texas
$16K +$15.9K +495 +24,750%
CA
581
CapWealth Advisors
Tennessee
$15K +$15K +462 New
RWA
582
Ropes Wealth Advisors
Massachusetts
$14K -$3.27K -99 -19%
TWA
583
TCI Wealth Advisors
Arizona
$14K +$3.07K +93 +28%
IPC
584
Independent Portfolio Consultants
Florida
$14K +$14K +440 New
DOA
585
D'Orazio & Associates
Virginia
$14K +$14K +455 New
WRM
586
Westport Resources Management
Connecticut
$13K -$16.2K -500 -55%
DBT
587
Dubuque Bank & Trust
Iowa
$13K -$6.9K -214 -35%
CPA
588
Cowen Prime Advisors
New York
$13K +$13K +400 New
TC
589
Trust Company
Kansas
$12K – – –
DAM
590
Delta Asset Management
Tennessee
$12K – – –
MA
591
MUFG Americas
New York
$12K +$8.81K +273 +276%
KF
592
Krilogy Financial
Missouri
$11K +$11K +345 New
JG
593
Jefferies Group
New York
$10K -$1.62M -48,673 -99%
LWM
594
LBA Wealth Management
Florida
$10K -$10K -322 -50%
AC
595
Alexandria Capital
Virginia
$10K -$296 -9 -3%
AP
596
Atwood & Palmer
Missouri
$10K – – –
VNA
597
Valley National Advisers
Pennsylvania
$10K – – –
JFA
598
JNBA Financial Advisors
Minnesota
$9K – – –
SBL
599
Sargent Bickham Lagudis
Colorado
$9K +$9K +266 New
WAM
600
Wolverine Asset Management
Illinois
$8K -$519K -17,400 -98%
22 23
24
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