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Lumen
LUMN

Overview Fund Activity

663 hedge funds and large institutions have $9.61B invested in Lumen in 2016 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 245 increasing their positions, 226 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+27
Holders Change %
+4.25%
% of All Funds
16.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
114
Increased
245
Reduced
226
Closed
75
Calls
$246M
Puts
$250M
Net Calls
-$4.03M
Net Calls Change
+$64.4M

Top Buyers

1
AIG
1
American International Group
New York
$374M
2
TIM
2
Thornburg Investment Management
New Mexico
$74.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$68.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$539M
5
Morgan Stanley
5
Morgan Stanley
New York
$142M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$268M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$463M
3
EIP
3
Epoch Investment Partners
New York
$106M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Capital International Investors
5
Capital International Investors
California
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
626
Tortoise Investment Management
New York
$3K – – –
MWM
627
Mascoma Wealth Management
New Hampshire
$3K +$3K +107 New
SWA
628
Sutton Wealth Advisors
Florida
$2.4K -$214 -9 -8%
PMFA
629
Plante Moran Financial Advisors
Michigan
$2K -$34.4K -1,701 -95%
LWM
630
LBA Wealth Management
Florida
$2K -$5.16K -232 -72%
ARMC
631
American Research & Management Company
Massachusetts
$2K – – –
HPBT
632
High Point Bank & Trust
North Carolina
$2K – – –
HR
633
Howe & Rusling
New York
$2K – – –
LNB
634
Ledyard National Bank
$2K – – –
HFM
635
Hartford Financial Management
Connecticut
$2K – – –
MA
636
MCF Advisors
Kentucky
$2K +$49 +2 +3%
NR
637
Newfound Research
Massachusetts
$2K +$212 +7 +12%
AIM
638
Advantage Investment Management
Iowa
$2K +$686 +24 +52%
BRC
639
Bell Rock Capital
Delaware
$2K +$2K +73 New
CPA
640
Clear Perspective Advisors
Illinois
$2K +$2K +81 New
Carson Wealth (CWM LLC)
641
Carson Wealth (CWM LLC)
Nebraska
$1K -$3.43K -199 -77%
TCM
642
TD Capital Management
Tennessee
$1K – – –
DBT
643
Dubuque Bank & Trust
Iowa
$1K – – –
MCM
644
MV Capital Management
Maryland
$1K – – –
SQA
645
Simon Quick Advisors
New Jersey
$1K +$1K +29 New
GRP
646
Global Retirement Partners
California
$1K +$1K +33 New
CIAN
647
Capstone Investment Advisors (Netherlands)
New York
$1K +$1K +34 New
FCFS
648
First Command Financial Services
Texas
$1K +$1K +63 New
FCB
649
First Command Bank
Texas
$1K +$1K +63 New
WAS
650
WESPAC Advisors SoCal
California
$809 – – –
24 25
26
27 28