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Lumen
LUMN

Overview Fund Activity

603 hedge funds and large institutions have $15.7B invested in Lumen in 2013 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 207 increasing their positions, 251 reducing their positions, and 60 closing their positions.

Holders
603
Holders Change
-3
Holders Change %
-0.5%
% of All Funds
19.56%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
64
Increased
207
Reduced
251
Closed
60
Calls
$229M
Puts
$177M
Net Calls
+$52.3M
Net Calls Change
-$17.2M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$161M
2
NIMC
2
NWQ Investment Management Company
California
$212M
3
EAM
3
Edge Asset Management
Washington
$91.2M
4
APG Asset Management
4
APG Asset Management
Netherlands
$180M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$281M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$6.38M
2
WRF
2
Waddell & Reed Financial
Kansas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$239M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$7.15M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$16.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GLA
626
Great Lakes Advisors
Illinois
– – -9,838 Closed
CA
627
Cetera Advisors
Colorado
– – -9,624 Closed
BA
628
Boston Advisors
Massachusetts
– – -9,463 Closed
HB
629
Homrich & Berg
Georgia
– – -7,893 Closed
WSA
630
Willow Street Advisors
Florida
– – -7,687 Closed
SIC
631
Salem Investment Counselors
North Carolina
– – -7,406 Closed
CTA
632
Chesley Taft & Associates
Illinois
– – -6,294 Closed
CIM
633
Calvert Investment Management
Maryland
– – -6,252 Closed
RCM
634
RNC Capital Management
California
– – -6,251 Closed
IIM
635
Ipswich Investment Management
Massachusetts
– – -6,215 Closed
WA
636
WBH Advisory
Maryland
– – -6,202 Closed
AP
637
Advisor Partners
California
– – -6,110 Closed
RC
638
RegentAtlantic Capital
New Jersey
– – -6,042 Closed
NDSI
639
Newman Dignan & Sheerar Inc
Rhode Island
– – -5,784 Closed
P
640
Pitcairn
Pennsylvania
– – -5,780 Closed
CCM
641
Covington Capital Management
California
– – -5,681 Closed
IRS
642
Invictus RG (Singapore)
Singapore
– – -4,871 Closed
HIM
643
Hillsdale Investment Management
Ontario, Canada
– – -4,750 Closed
OWP
644
Obermeyer Wealth Partners
Colorado
– – -2,686 Closed
WCM
645
Windsor Capital Management
Arizona
– – -2,391 Closed
Parallax Volatility Advisers
646
Parallax Volatility Advisers
California
– – -711 Closed
TSW
647
Thompson Siegel & Walmsley
Virginia
– – -545 Closed
HF
648
Hoxton Financial
West Virginia
– – -500 Closed
ECAM
649
East Coast Asset Management
Massachusetts
– – -477 Closed
SC
650
StellarOne Corp
Virginia
– – -275 Closed
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