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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 %
MFBTD
601
MB Financial Bank - Trust Department
Illinois
$19K 485 -2,917 -86%
AP
602
Atwood & Palmer
Missouri
$19K 473 – –
MAS
603
Madden Advisory Services
Florida
$18K 466 – –
PRS
604
Pinkerton Retirement Specialists
Idaho
$18K 235 +235 New
RIA
605
Regal Investment Advisors
Michigan
$17K 430 +94 +28%
PI
606
PineBridge Investments
New York
$17K 440 +368 +511%
ACS
607
Archford Capital Strategies
Illinois
$16K 393 – –
EFSCE
608
Enterprise Financial Services Corp (EFSC)
Missouri
$16K 403 +83 +26%
ATC
609
Adirondack Trust Company
New York
$14K 361 – –
AF
610
Arrow Financial
New York
$12K 300 -330 -52%
GGPS
611
Gary Goldberg Planning Services
New York
$12K 304 -81 -21%
JFA
612
JNBA Financial Advisors
Minnesota
$12K 310 – –
TFO
613
Tarbox Family Office
California
$12K 296 +65 +28%
MFS
614
McNamara Financial Services
Massachusetts
$12K 300 +300 New
HIM
615
Hutchens Investment Management
New Hampshire
$12K 300 +300 New
RMAM
616
Raab & Moskowitz Asset Management
New Jersey
$12K 308 +308 New
MUMSS
617
Mitsubishi UFJ Morgan Stanley Securities
Japan
$11K 280 – –
WA
618
Waverly Advisors
Alabama
$10K 242 – –
DBT
619
Dubuque Bank & Trust
Iowa
$10K 246 +246 New
GWS
620
Glassman Wealth Services
Virginia
$10K 250 +250 New
S
621
SignatureFD
Georgia
$9K 232 – –
MWP
622
MYCIO Wealth Partners
Pennsylvania
$9K 216 – –
BRWA
623
B. Riley Wealth Advisors
Florida
$8.14K 21,241 +2,642 +14%
CG
624
Colony Group
Massachusetts
$8K 201 – –
AC
625
Alexandria Capital
Virginia
$8K 199 +3 +2%
23 24
25
26 27