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Lumen
LUMN

Overview Fund Activity

666 hedge funds and large institutions have $15B invested in Lumen in 2015 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 227 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.76%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
72
Increased
274
Reduced
227
Closed
61
Calls
$189M
Puts
$93M
Net Calls
+$96.3M
Net Calls Change
+$61.2M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$360M
2
MAA
2
Managed Account Advisors
New Jersey
$158M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.17B
4
JHIU
4
Janus Henderson Investors US
Colorado
$156M
5
Goldman Sachs
5
Goldman Sachs
New York
$174M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.75B
2
AA
2
ALPS Advisors
Colorado
$23.7M
3
Norges Bank
3
Norges Bank
Norway
$70.2M
4
Capital International Investors
4
Capital International Investors
California
$210M
5
Jennison Associates
5
Jennison Associates
New York
$2.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
626
Optimum Investment Advisors
Illinois
$7K +$4.67K +132 +200%
TWMP
627
Taylor Wealth Management Partners
Massachusetts
$7K +$7K +200 New
OSNBOA
628
Old Second National Bank of Aurora
Illinois
$6K – – –
DOA
629
D'Orazio & Associates
Virginia
$6K – – –
TF
630
Tompkins Financial
New York
$6K – – –
CFA
631
Carroll Financial Associates
North Carolina
$6K +$3.7K +109 +160%
MUS
632
Mitsubishi UFJ Securities
Japan
$6K +$6K +160 New
1832 Asset Management
633
1832 Asset Management
Ontario, Canada
$5K -$19K -570 -79%
SAM
634
Shamrock Asset Management
Texas
$5K – – –
GWM
635
Gupta Wealth Management
California
$5K +$5K +150 New
HRIA
636
Haberer Registered Investment Advisor
Ohio
$5K +$5K +154 New
DBT
637
Dubuque Bank & Trust
Iowa
$4K -$4.13K -125 -51%
CAW
638
Cornerstone Advisors (Washington)
Washington
$4K -$3.01K -82 -43%
QAM
639
QCI Asset Management
New York
$4K – – –
ARMC
640
American Research & Management Company
Massachusetts
$4K – – –
HPBT
641
High Point Bank & Trust
North Carolina
$4K – – –
RWA
642
Ropes Wealth Advisors
Massachusetts
$4K +$4K +125 New
WTC
643
WhitTier Trust Company
Nevada
$3K – – –
WOC
644
West Oak Capital
California
$2.59K – – –
CIM
645
Cambria Investment Management
California
$2.43K +$119 +3,444 +5%
RPG
646
Risk Paradigm Group
Texas
$2.04K +$2.04K +59 New
CPA
647
Cowen Prime Advisors
New York
$2K +$42 +1 +2%
WAS
648
Winch Advisory Services
Wisconsin
$2K +$2K +51 New
RAM
649
Riggs Asset Management
Pennsylvania
$2K +$1.97K +63 +6,300%
MWAN
650
Mariner Wealth Advisors (NYC)
Kansas
$2K +$2K +68 New
24 25
26
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