LUMN icon

Lumen
LUMN

Overview Fund Activity

657 hedge funds and large institutions have $11B invested in Lumen in 2017 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 244 increasing their positions, 226 reducing their positions, and 82 closing their positions.

Holders
657
Holders Change
+4
Holders Change %
+0.61%
% of All Funds
16.4%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
92
Increased
244
Reduced
226
Closed
82
Calls
$315M
Puts
$144M
Net Calls
+$171M
Net Calls Change
+$83.8M

Top Buyers

1
CM
1
Corvex Management
New York
$454M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.37B
3
Goldman Sachs
3
Goldman Sachs
New York
$271M
4
Capital World Investors
4
Capital World Investors
California
$142M
5
AIM
5
abrdn Investment Management
United Kingdom
$113M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.18M
2
Wells Fargo
2
Wells Fargo
California
$49.9M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$31.8M
4
CC
4
Carlson Capital
Texas
$0
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$493M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
626
Atwood & Palmer
Missouri
$3K 118 – –
RIA
627
RPG Investment Advisory
California
$3K 125 +125 New
MLFP
628
MPS Loria Financial Planners
Illinois
$3K 146 +146 New
PCP
629
Proficio Capital Partners
Massachusetts
$2K 76 -660 -90%
BWM
630
Baystate Wealth Management
Massachusetts
$2K 77 -94 -55%
CPA
631
Clear Perspective Advisors
Illinois
$2K 81 – –
Barrow, Hanley, Mewhinney & Strauss
632
Barrow, Hanley, Mewhinney & Strauss
Texas
$2K 69 – –
HFM
633
Hartford Financial Management
Connecticut
$2K 87 – –
ARMC
634
American Research & Management Company
Massachusetts
$2K 104 – –
FCB
635
First Command Bank
Texas
$2K 63 – –
FCFS
636
First Command Financial Services
Texas
$2K 63 – –
BRC
637
Bell Rock Capital
Delaware
$2K 76 +1 +1%
NR
638
Newfound Research
Massachusetts
$2K 71 +2 +3%
MA
639
MCF Advisors
Kentucky
$2K 85 +2 +2%
PFP
640
Pinnacle Financial Partners
Tennessee
$2K 109 +109 New
GRP
641
Global Retirement Partners
California
$1K 33 – –
MCM
642
MV Capital Management
Maryland
$1K 49 – –
LA
643
Legacy Advisors
Pennsylvania
$1K 48 – –
PS
644
Portfolio Solutions
Michigan
$1K 57 – –
TCM
645
TD Capital Management
Tennessee
$1K 25 – –
DBT
646
Dubuque Bank & Trust
Iowa
$1K 61 +23 +61%
LWM
647
Lenox Wealth Management
Ohio
$1K 33 +33 New
WPA
648
West Paces Advisors
Georgia
$764 32 – –
IWM
649
IHT Wealth Management
Illinois
$4 8,732 +664 +8%
CC
650
Carlson Capital
Texas
– – -2,250,954 Closed
24 25
26
27 28