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Lumen
LUMN

Overview Fund Activity

663 hedge funds and large institutions have $9.61B invested in Lumen in 2016 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 245 increasing their positions, 226 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+27
Holders Change %
+4.25%
% of All Funds
16.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
114
Increased
245
Reduced
226
Closed
75
Calls
$246M
Puts
$250M
Net Calls
-$4.03M
Net Calls Change
+$64.4M

Top Buyers

1
AIG
1
American International Group
New York
$374M
2
TIM
2
Thornburg Investment Management
New Mexico
$74.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$68.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$539M
5
Morgan Stanley
5
Morgan Stanley
New York
$142M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$268M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$463M
3
EIP
3
Epoch Investment Partners
New York
$106M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Capital International Investors
5
Capital International Investors
California
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
601
WhitTier Trust Company
Nevada
$7K +$4.48K +176 +178%
KT
602
Kanaly Trust
Texas
$7K +$5.34K +229 +323%
EF
603
Empirical Finance
Pennsylvania
$7K +$7K +255 New
EARNEST Partners
604
EARNEST Partners
Georgia
$7K +$7K +295 New
MPWT
605
MassMutual Private Wealth & Trust
Connecticut
$6.28K +$6.28K +264 New
TFO
606
Tarbox Family Office
California
$6K – – –
SBL
607
Sargent Bickham Lagudis
Colorado
$6K – – –
GBBWRPM
608
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K +$28 +1 +0.5%
FFW
609
Fusion Family Wealth
New York
$6K +$6K +249 New
GBT
610
Grove Bank & Trust
Florida
$6K +$6K +255 New
TWMP
611
Taylor Wealth Management Partners
Massachusetts
$5K – – –
TF
612
Tompkins Financial
New York
$5K – – –
TDC
613
Thompson Davis & Co
Virginia
$5K – – –
DAM
614
Delta Asset Management
Tennessee
$4K -$6.08K -228 -60%
OSNBOA
615
Old Second National Bank of Aurora
Illinois
$4K – – –
PFBT
616
Parkside Financial Bank & Trust
Missouri
$4K +$225 +9 +6%
YWP
617
YorkBridge Wealth Partners
New York
$4K +$4K +155 New
OFW
618
Omnia Family Wealth
Florida
$4K +$4K +157 New
BWM
619
Baystate Wealth Management
Massachusetts
$4K +$4K +161 New
FBT
620
First Bank & Trust
South Dakota
$4K +$4K +168 New
WIM
621
Westside Investment Management
California
$3.71K +$3.71K +147 New
WPA
622
West Paces Advisors
Georgia
$3.19K +$3.19K +134 New
JFGIW
623
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K -$5.97K -231 -67%
AP
624
Atwood & Palmer
Missouri
$3K -$4.58K -180 -60%
TIM
625
Tortoise Investment Management
New York
$3K – – –
23 24
25
26 27