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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 %
OSNBOA
601
Old Second National Bank of Aurora
Illinois
$4K – – –
SIG
602
Stanford Investment Group
California
$4K – – –
SWA
603
Sutton Wealth Advisors
Florida
$3.02K – – –
SSB
604
Sandy Spring Bank
Maryland
$3K -$18K -600 -86%
ARMC
605
American Research & Management Company
Massachusetts
$3K – – –
FMP
606
Financial Management Professionals
Texas
$3K – – –
TIM
607
Tortoise Investment Management
New York
$3K – – –
HPBT
608
High Point Bank & Trust
North Carolina
$3K – – –
WTC
609
WhitTier Trust Company
Nevada
$3K – – –
IFA
610
Interactive Financial Advisors
Illinois
$3K – – –
LNB
611
Ledyard National Bank
$3K – – –
MA
612
MCF Advisors
Kentucky
$2K +$25 +1 +1%
NR
613
Newfound Research
Massachusetts
$2K +$102 +3 +5%
HR
614
Howe & Rusling
New York
$2K +$333 +13 +20%
KT
615
Kanaly Trust
Texas
$2K +$2K +71 New
HFM
616
Hartford Financial Management
Connecticut
$2K +$2K +87 New
WRM
617
Westport Resources Management
Connecticut
$1K -$21.6K -734 -96%
MCM
618
MV Capital Management
Maryland
$1K – – –
TCM
619
TD Capital Management
Tennessee
$1K – – –
HCM
620
Herndon Capital Management
Georgia
$1K – – –
DBT
621
Dubuque Bank & Trust
Iowa
$1K – – –
AIM
622
Advantage Investment Management
Iowa
$1K +$22 +1 +2%
LYV
623
Live Your Vision
Pennsylvania
$1K +$1K +28 New
WAS
624
WESPAC Advisors SoCal
California
$933 – – –
PIA
625
Piedmont Investment Advisors
North Carolina
$301 – – –
23 24
25
26 27