LUMN icon

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 %
WEC
601
Winslow Evans & Crocker
Massachusetts
$7.96K -$32 -1 -0.4%
MWP
602
MYCIO Wealth Partners
Pennsylvania
$7K – – –
Carson Wealth (CWM LLC)
603
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
TWMP
604
Taylor Wealth Management Partners
Massachusetts
$6K -$60 -2 -1%
GBBWRPM
605
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K – – –
CAW
606
Cornerstone Advisors (Washington)
Washington
$6K – – –
OSNBOA
607
Old Second National Bank of Aurora
Illinois
$6K +$821 +26 +16%
PHK
608
Point72 Hong Kong
Hong Kong
$6K +$3K +100 +100%
LJHT
609
Laurie J. Hall Trustee
$6K +$6K +190 New
UFA
610
US Financial Advisors
Massachusetts
$6K +$6K +200 New
VIA
611
Vident Investment Advisory
Georgia
$5.62K +$2.81K +87,907 +100%
MWM
612
MinichMacGregor Wealth Management
New York
$5K – – –
PFBT
613
Parkside Financial Bank & Trust
Missouri
$5K +$960 +29 +24%
BWP
614
Baldwin Wealth Partners
Massachusetts
$5K +$5K +166 New
MPWT
615
MassMutual Private Wealth & Trust
Connecticut
$4.22K -$14.5K -455 -78%
TIM
616
Tortoise Investment Management
New York
$4K – – –
FWM
617
Focused Wealth Management
New York
$4K – – –
SIG
618
Stanford Investment Group
California
$4K – – –
M
619
MOTCO
Texas
$4K – – –
TSU
620
TD Securities (USA)
New York
$4K – – –
QAM
621
QCI Asset Management
New York
$4K – – –
SWA
622
Sutton Wealth Advisors
Florida
$3.52K +$3.52K +110 New
WTC
623
WhitTier Trust Company
Nevada
$3K – – –
LNB
624
Ledyard National Bank
$3K – – –
IFA
625
Interactive Financial Advisors
Illinois
$3K – – –
23 24
25
26 27