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Lumen
LUMN

Overview Fund Activity

665 hedge funds and large institutions have $19.1B invested in Lumen in 2014 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 248 increasing their positions, 223 reducing their positions, and 42 closing their positions.

Holders
665
Holders Change
+31
Holders Change %
+4.89%
% of All Funds
17.75%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.19%
New
85
Increased
248
Reduced
223
Closed
42
Calls
$200M
Puts
$165M
Net Calls
+$35.1M
Net Calls Change
-$59M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B
2
JHIU
2
Janus Henderson Investors US
Colorado
$120M
3
UBS Group
3
UBS Group
Switzerland
$86.5M
4
Ameriprise
4
Ameriprise
Minnesota
$443M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$92.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.46B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$554M
3
NIMC
3
NWQ Investment Management Company
California
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$24.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$94.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CAW
626
Cornerstone Advisors (Washington)
Washington
$8K 191 +77 +68%
DOA
627
D'Orazio & Associates
Virginia
$7K 175 – –
KTC
628
Kistler-Tiffany Companies
Pennsylvania
$7K 187 – –
MPWT
629
MassMutual Private Wealth & Trust
Connecticut
$6.73K 170 +117 +221%
FWM
630
Focused Wealth Management
New York
$6K 140 -23 -14%
SAM
631
Shamrock Asset Management
Texas
$6K 153 – –
JFGIW
632
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K 158 – –
OSNBOA
633
Old Second National Bank of Aurora
Illinois
$6K 164 – –
TF
634
Tompkins Financial
New York
$6K 164 +84 +105%
QAM
635
QCI Asset Management
New York
$5K 125 – –
CCA
636
Catalyst Capital Advisors
New York
$5K 120 +120 New
ARMC
637
American Research & Management Company
Massachusetts
$4K 104 – –
HPBT
638
High Point Bank & Trust
North Carolina
$4K 102 – –
WTC
639
WhitTier Trust Company
Nevada
$4K 99 – –
NMIS
640
Northwestern Mutual Investment Services
Wisconsin
$4K 96 +96 New
CFA
641
Carroll Financial Associates
North Carolina
$3K 68 -9,723 -99%
OIA
642
Optimum Investment Advisors
Illinois
$3K 66 – –
WOC
643
West Oak Capital
California
$2.97K 75 – –
CPA
644
Cowen Prime Advisors
New York
$2K 47 – –
PMFA
645
Plante Moran Financial Advisors
Michigan
$2K 48 – –
BC
646
Bartlett & Co
Ohio
$2K 44 +44 New
GWA
647
Genesis Wealth Advisors
Massachusetts
$1.87K 50 +50 New
CMBA
648
C.M. Bidwell & Associates
Hawaii
$1K 30 -43,120 -100%
VCM
649
Vigilant Capital Management
Maine
$1K 24 -4 -14%
PIA
650
Peachtree Investment Advisors
Georgia
$1K 35 – –
24 25
26
27 28