LUMN icon

Lumen
LUMN

Overview Fund Activity

616 hedge funds and large institutions have $9.78B invested in Lumen in 2015 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 200 increasing their positions, 258 reducing their positions, and 58 closing their positions.

Holders
616
Holders Change
+15
Holders Change %
+2.5%
% of All Funds
16.18%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
78
Increased
200
Reduced
258
Closed
58
Calls
$160M
Puts
$244M
Net Calls
-$84.2M
Net Calls Change
+$12.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$465M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$869M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$172M
4
EVM
4
Eaton Vance Management
Massachusetts
$31.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$110M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$793K
2
JHIU
2
Janus Henderson Investors US
Colorado
$10.2M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.21B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$978K
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$594K
Name Market Value Shares Shares
Change 		Shares
Change %
WPP
626
Whalerock Point Partners
Rhode Island
– – -10,227 Closed
MIS
627
Morningstar Investment Services
Illinois
– – -9,091 Closed
CCA
628
Checchi Capital Advisers
California
– – -9,028 Closed
TNBTD
629
Trustmark National Bank Trust Department
Mississippi
– – -8,808 Closed
FB
630
Fulton Bank
Pennsylvania
– – -8,794 Closed
VFA
631
Voya Financial Advisors
Connecticut
– – -8,782 Closed
CCT
632
Capital City Trust
Florida
– – -8,780 Closed
CCT
633
Country Club Trust
Missouri
– – -8,289 Closed
RIA
634
Regal Investment Advisors
Michigan
– – -8,075 Closed
RIM
635
RS Investment Management
California
– – -5,365 Closed
SIG
636
Schooner Investment Group
Pennsylvania
– – -5,000 Closed
SEC
637
Seven Eight Capital
New York
– – -4,791 Closed
IR
638
IAT Reinsurance
New York
– – -3,425 Closed
NYLIM
639
New York Life Investment Management
New York
– – -3,400 Closed
W
640
Wealthfront
California
– – -3,006 Closed
SHJ
641
Sharkey, Howes & Javer
Colorado
– – -1,809 Closed
HCP
642
Holt Capital Partners
Texas
– – -1,644 Closed
KCM
643
Karp Capital Management
California
– – -1,630 Closed
BCM
644
Brookstone Capital Management
Illinois
– – -1,603 Closed
WCM
645
Windsor Capital Management
Arizona
– – -1,348 Closed
DLHL
646
Donald L. Hagan LLC
Florida
– – -1,050 Closed
BCA
647
Bray Capital Advisors
Florida
– – -302 Closed
KF
648
Krilogy Financial
Missouri
– – -282 Closed
DOA
649
D'Orazio & Associates
Virginia
– – -175 Closed
SNT
650
Security National Trust
West Virginia
– – -135 Closed
24 25
26
27 28