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Lumen
LUMN

Overview Fund Activity

761 hedge funds and large institutions have $17.4B invested in Lumen in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 290 increasing their positions, 255 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+32
Holders Change %
+4.39%
% of All Funds
17.43%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.48%
New
98
Increased
290
Reduced
255
Closed
62
Calls
$218M
Puts
$447M
Net Calls
-$229M
Net Calls Change
-$106M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$78.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$68.4M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$27.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.6M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$24.3M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$292M
2
Bank of America
Bank of America
North Carolina
-$85.8M
3
Norges Bank
Norges Bank
Norway
-$69.8M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$61.6M
5
SAM
Southeastern Asset Management
Tennessee
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GP
601
Girard Partners
Pennsylvania
$50K +$50K +2,375 New
JA
602
JOYN Advisors
Georgia
$48K -$42 -2 -0.1%
KTC
603
Kistler-Tiffany Companies
Pennsylvania
$48K +$4.24K +200 +10%
TWA
604
TCI Wealth Advisors
Arizona
$47K +$4.97K +237 +12%
ZB
605
Zions Bancorporation
Utah
$47K +$47K +2,205 New
PCM
606
Penserra Capital Management
California
$46K -$1.7M -81,655 -97%
KJWM
607
Kiley Juergens Wealth Management
Washington
$46K -$4.63K -219 -9%
MCM
608
Manchester Capital Management
Vermont
$44K – – –
OC
609
Oakworth Capital
Alabama
$43K – – –
SCM
610
Silvant Capital Management
Georgia
$43K – – –
TAIM
611
TD Ameritrade Investment Management
Nebraska
$42K +$19.4K +913 +86%
AP
612
Arlington Partners
Alabama
$40K +$29.8K +1,390 +293%
IAS
613
IMA Advisory Services
Colorado
$38K – – –
CTC
614
Central Trust Company
Missouri
$36K +$14.7K +689 +69%
AIL
615
AGF Investments LLC
Ontario, Canada
$35K +$29K +1,375 +486%
SWM
616
Selective Wealth Management
Virginia
$35K +$35K +1,641 New
GAM
617
Gemmer Asset Management
California
$32K +$6.88K +321 +27%
FGAM
618
Financial Gravity Asset Management
Texas
$32K +$23.7K +1,189 +284%
NIM
619
NuWave Investment Management
New Jersey
$32K +$29.6K +1,387 +1,206%
ECM
620
Estabrook Capital Management
New York
$31.8K +$31.8K +1,500 New
PCP
621
Proficio Capital Partners
Massachusetts
$30K +$934 +44 +3%
TFS
622
TrustCore Financial Services
Tennessee
$29K -$4.46K -212 -13%
FHA
623
First Horizon Advisors
Tennessee
$29K -$346 -17 -1%
NSIM
624
North Star Investment Management
Illinois
$29K – – –
RFA
625
Reilly Financial Advisors
California
$29K – – –
23 24
25
26 27