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Lumen
LUMN

Overview Fund Activity

636 hedge funds and large institutions have $11.2B invested in Lumen in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 256 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
-7
Holders Change %
-1.09%
% of All Funds
17%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
58
Increased
256
Reduced
208
Closed
52
Calls
$190M
Puts
$258M
Net Calls
-$68.5M
Net Calls Change
+$44.4M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$258M
2
Bank of America
2
Bank of America
North Carolina
$769M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$114M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.07B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$47.7M

Top Sellers

1
JIM
1
Jupiter Investment Management
United Kingdom
$708K
2
NI
2
Numeric Investors
Massachusetts
$28.4M
3
American Century Companies
3
American Century Companies
Missouri
$109M
4
TGI
4
Tradewinds Global Investors
California
$1.19M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$929M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
576
Delta Asset Management
Tennessee
$10K – – –
FANJ
577
Financial Architects (New Jersey)
New Jersey
$10K – – –
CAW
578
Cornerstone Advisors (Washington)
Washington
$10K +$4.83K +179 +93%
MWM
579
MinichMacGregor Wealth Management
New York
$10K +$5.35K +200 +115%
LWM
580
LBA Wealth Management
Florida
$9K – – –
VNA
581
Valley National Advisers
Pennsylvania
$9K – – –
KF
582
Krilogy Financial
Missouri
$9K +$26 +1 +0.3%
HIM
583
Hillsdale Investment Management
Ontario, Canada
$8K -$327K -11,450 -98%
AP
584
Atwood & Palmer
Missouri
$8K – – –
AC
585
Alexandria Capital
Virginia
$8K – – –
MA
586
MUFG Americas
New York
$8K – – –
FPB
587
First PREMIER Bank
South Dakota
$8K +$8K +290 New
TFO
588
Tarbox Family Office
California
$7K -$23K -784 -77%
Carson Wealth (CWM LLC)
589
Carson Wealth (CWM LLC)
Nebraska
$7K +$1.39K +51 +25%
WEC
590
Winslow Evans & Crocker
Massachusetts
$6.83K – – –
MWP
591
MYCIO Wealth Partners
Pennsylvania
$6K – – –
TF
592
Tompkins Financial
New York
$6K – – –
TDC
593
Thompson Davis & Co
Virginia
$5K -$10.9K -434 -68%
PCP
594
Proficio Capital Partners
Massachusetts
$5K -$587 -21 -11%
TWMP
595
Taylor Wealth Management Partners
Massachusetts
$5K – – –
BWP
596
Baldwin Wealth Partners
Massachusetts
$5K – – –
GBBWRPM
597
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K – – –
KA
598
Klingman & Associates
New York
$4K -$12.2K -500 -75%
1832 Asset Management
599
1832 Asset Management
Ontario, Canada
$4K – – –
PFBT
600
Parkside Financial Bank & Trust
Missouri
$4K – – –
22 23
24
25 26