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Lumen
LUMN

Overview Fund Activity

655 hedge funds and large institutions have $12.9B invested in Lumen in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 238 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+39
Holders Change %
+6.33%
% of All Funds
17.48%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.27%
New
93
Increased
238
Reduced
233
Closed
49
Calls
$230M
Puts
$351M
Net Calls
-$121M
Net Calls Change
-$36.6M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.74B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$98.2M
3
Bank of America
3
Bank of America
North Carolina
$703M
4
NI
4
Numeric Investors
Massachusetts
$88.3M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$110M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$259M
2
Morgan Stanley
2
Morgan Stanley
New York
$84.4M
3
IG
3
ING Group
Netherlands
$1.78M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$93.2M
5
American Century Companies
5
American Century Companies
Missouri
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMC
626
American Research & Management Company
Massachusetts
$3K – – –
WTC
627
WhitTier Trust Company
Nevada
$3K – – –
LNB
628
Ledyard National Bank
$3K – – –
FPFS
629
First Personal Financial Services
North Carolina
$3K +$3K +94 New
MIM
630
Marco Investment Management
Georgia
$2.86K – – –
HR
631
Howe & Rusling
New York
$2K – – –
MCM
632
MV Capital Management
Maryland
$2K – – –
DLHL
633
Donald L. Hagan LLC
Florida
$2K +$2K +50 New
MA
634
MCF Advisors
Kentucky
$2K +$2K +76 New
HFM
635
Hartford Financial Management
Connecticut
$2K +$2K +86 New
WAS
636
WESPAC Advisors SoCal
California
$1.09K – – –
PCP
637
Proficio Capital Partners
Massachusetts
$1K -$3.78K -136 -79%
PCTC
638
Perkins Coie Trust Company
Washington
$1K – – –
CAL
639
Capital Advisors Ltd
Ohio
$1K – – –
MFT
640
Moisand Fitzgerald Tamayo
Florida
$1K – – –
TCM
641
TD Capital Management
Tennessee
$1K – – –
CPIG
642
Chicago Partners Investment Group
Illinois
$1K +$1K +23 New
AIM
643
Advantage Investment Management
Iowa
$1K +$1K +44 New
LP
644
LMR Partners
United Kingdom
$897 +$897 +28,064 New
HW
645
Hancock Whitney
Mississippi
$872 +$473 +14,799 +119%
SLF
646
Sun Life Financial
Ontario, Canada
$385 -$140 -4,382 -27%
EWM
647
Endurance Wealth Management
Rhode Island
$162 -$10 -325 -6%
PAM
648
PineView Asset Management
Connecticut
– -$17.5M -695,298 Closed
NG
649
NatWest Group
United Kingdom
– -$8.26M -328,161 Closed
CWM
650
CIBC World Markets
New York
– -$6.93M -275,443 Closed
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