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Lumen
LUMN

Overview Fund Activity

666 hedge funds and large institutions have $15B invested in Lumen in 2015 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 227 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.76%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
72
Increased
274
Reduced
227
Closed
61
Calls
$189M
Puts
$93M
Net Calls
+$96.3M
Net Calls Change
+$61.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$360M
2
MAA
Managed Account Advisors
New Jersey
$158M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.17B
4
JHIU
Janus Henderson Investors US
Colorado
$156M
5
Goldman Sachs
Goldman Sachs
New York
$174M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.75B
2
AA
ALPS Advisors
Colorado
$23.7M
3
Norges Bank
Norges Bank
Norway
$70.2M
4
Capital International Investors
Capital International Investors
California
$210M
5
Jennison Associates
Jennison Associates
New York
$2.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
601
Isthmus Partners
Wisconsin
$20K – – –
TNB
602
Thomasville National Bank
Georgia
$20K +$20K +575 New
AW
603
Alpha Windward
Massachusetts
$18K -$388K -11,280 -96%
ZB
604
Zions Bancorporation
Utah
$18K +$18K +499 New
TWA
605
TCI Wealth Advisors
Arizona
$17K -$101 -3 -0.6%
ATC
606
Adirondack Trust Company
New York
$16K +$4.24K +130 +36%
IPC
607
Independent Portfolio Consultants
Florida
$15K +$15K +427 New
DAM
608
Delta Asset Management
Tennessee
$14K -$10.5K -300 -43%
KTC
609
Kistler-Tiffany Companies
Pennsylvania
$13K +$6.67K +197 +105%
VNA
610
Valley National Advisers
Pennsylvania
$13K +$13K +366 New
TC
611
Trust Company
Kansas
$13K +$13K +389 New
WEC
612
Winslow Evans & Crocker
Massachusetts
$12.2K -$9.26K -268 -43%
FWM
613
Focused Wealth Management
New York
$12K +$6.99K +195 +139%
JFA
614
JNBA Financial Advisors
Minnesota
$11K – – –
AA
615
Apriem Advisors
California
$11K +$10.9K +305 +15,250%
AP
616
Atwood & Palmer
Missouri
$10K -$5.87K -175 -37%
TFO
617
Tarbox Family Office
California
$10K -$534 -15 -5%
AWS
618
Aris Wealth Services
Pennsylvania
$10K +$10K +285 New
GWS
619
Glassman Wealth Services
Virginia
$9K – – –
S
620
SignatureFD
Georgia
$9K +$1.24K +37 +16%
JFGIW
621
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K +$2.58K +75 +47%
AF
622
Arrow Financial
New York
$7K -$3.5K -100 -33%
MWP
623
MYCIO Wealth Partners
Pennsylvania
$7K – – –
CG
624
Colony Group
Massachusetts
$7K – – –
AC
625
Alexandria Capital
Virginia
$7K +$70 +2 +1%
23 24
25
26 27