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Lumen
LUMN

Overview Fund Activity

645 hedge funds and large institutions have $12.4B invested in Lumen in 2015 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 262 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
-21
Holders Change %
-3.15%
% of All Funds
17.39%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
55
Increased
262
Reduced
236
Closed
66
Calls
$155M
Puts
$177M
Net Calls
-$21.5M
Net Calls Change
-$118M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$447M
2
American Century Companies
2
American Century Companies
Missouri
$198M
3
Teacher Retirement System of Texas
3
Teacher Retirement System of Texas
Texas
$44.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$176M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$70M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.37B
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$11.5M
3
EIP
3
Epoch Investment Partners
New York
$316M
4
Capital International Investors
4
Capital International Investors
California
$129M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$63.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWA
626
Genesis Wealth Advisors
Massachusetts
$1.47K – – –
KT
627
Kanaly Trust
Texas
$1K – – –
WA
628
Waverly Advisors
Alabama
$1K – – –
CAL
629
Capital Advisors Ltd
Ohio
$1K – – –
CHP
630
Cable Hill Partners
Oregon
$1K – – –
BAM
631
Bruderman Asset Management
New York
$1K +$56 +1 +6%
TCM
632
TD Capital Management
Tennessee
$1K +$1K +25 New
MFBTD
633
MB Financial Bank - Trust Department
Illinois
$1K +$1K +30 New
AH
634
Achievement Holdings
Illinois
$937 -$59 -2,000 -6%
UB
635
UMB Bank
Missouri
$696 +$12 +400 +2%
AT
636
Arden Trust
Delaware
$233 -$11 -371 -4%
IIM
637
Ivory Investment Management
New York
– -$22.2M -643,964 Closed
SCM
638
Stevens Capital Management
Pennsylvania
– -$18M -520,118 Closed
Citadel Advisors
639
Citadel Advisors
Florida
– -$11.9M -344,316 Closed
BCM
640
Bridgeway Capital Management
Texas
– -$7.27M -210,300 Closed
BA
641
Boston Advisors
Massachusetts
– -$6.37M -184,237 Closed
FIM
642
Freedom Investment Management
Connecticut
– -$5.3M -153,306 Closed
MIM
643
Macroview Investment Management
Maryland
– -$3.66M -105,834 Closed
CCMG
644
Clark Capital Management Group
Pennsylvania
– -$3.56M -102,924 Closed
NC
645
Northpointe Capital
Michigan
– -$3.14M -90,944 Closed
PFC
646
Phocas Financial Corp
California
– -$2.99M -86,424 Closed
MCC
647
Malaga Cove Capital
California
– -$2.82M -81,715 Closed
Jennison Associates
648
Jennison Associates
New York
– -$2.69M -77,893 Closed
CC
649
Colrain Capital
Massachusetts
– -$2.68M -77,500 Closed
LTI
650
Laffer Tengler Investments
Tennessee
– -$2.22M -64,321 Closed
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