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Lumen
LUMN

Overview Fund Activity

748 hedge funds and large institutions have $9.81B invested in Lumen in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 295 increasing their positions, 248 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
-13
Holders Change %
-1.71%
% of All Funds
16.22%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.35%
New
98
Increased
295
Reduced
248
Closed
105
Calls
$163M
Puts
$225M
Net Calls
-$62M
Net Calls Change
+$56M

Top Buyers

1
State Street
State Street
Massachusetts
+$60.2M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$59.1M
3
AACR
ACR Alpine Capital Research
Missouri
+$47.4M
4
SAM
Southeastern Asset Management
Tennessee
+$34.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$31.3M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
-$311M
2
EIP
Epoch Investment Partners
New York
-$86.4M
3
WHRC
W.H. Reaves & Co
New Jersey
-$61.9M
4
Morgan Stanley
Morgan Stanley
New York
-$42.8M
5
N
Natixis
France
-$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
601
RBC Europe
United Kingdom
$14.4K – – –
BFEC
602
Benjamin F. Edwards & Company
Missouri
$14K -$27.7K -2,333 -66%
NWM
603
Northwest Wealth Management
Iowa
$14K +$4.75K +397 +51%
SIS
604
Sound Income Strategies
Florida
$14K +$10.1K +865 +261%
TFS
605
TrustCore Financial Services
Tennessee
$14K +$14K +1,151 New
Loomis, Sayles & Company
606
Loomis, Sayles & Company
Massachusetts
$13K -$854K -68,621 -98%
WT
607
Whittier Trust
California
$13K -$6.31K -539 -33%
FHA
608
Flagship Harbor Advisors
Massachusetts
$13K -$2.94K -250 -18%
VCM
609
Versant Capital Management
Arizona
$13K -$1.18K -99 -8%
WCM
610
Whitener Capital Management
North Carolina
$13K +$2.29K +200 +21%
DBT
611
Dubuque Bank & Trust
Iowa
$13K +$13K +1,125 New
NFG
612
Next Financial Group
Texas
$12K -$235K -19,098 -95%
PCM
613
Prelude Capital Management
New York
$12K -$179K -15,105 -94%
ESB
614
Essex Savings Bank
Connecticut
$12K – – –
BWM
615
BerganKDV Wealth Management
Minnesota
$12K – – –
NFH
616
NEXT Financial Holdings
Texas
$12K +$12K +974 New
PFBT
617
Parkside Financial Bank & Trust
Missouri
$11K -$1.76K -154 -14%
BAM
618
Bruderman Asset Management
New York
$11K – – –
AF
619
Allworth Financial
California
$11K +$2.16K +188 +24%
KFS
620
Kelly Financial Services
Massachusetts
$10.6K +$10.6K +883 New
SIAP
621
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K +$6.29K +517 +170%
GEA
622
Glen Eagle Advisors
New Jersey
$9.29K -$5.44K -454 -37%
TWA
623
TCI Wealth Advisors
Arizona
$9K -$12.4K -1,054 -58%
FCA
624
FinTrust Capital Advisors
South Carolina
$9K -$11.4K -1,000 -56%
CWA
625
Clarus Wealth Advisors
Arizona
$9K -$392 -32 -4%
23 24
25
26 27