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Lumen
LUMN

Overview Fund Activity

612 hedge funds and large institutions have $13.9B invested in Lumen in 2013 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 182 increasing their positions, 277 reducing their positions, and 70 closing their positions.

Holders
612
Holders Change
+9
Holders Change %
+1.49%
% of All Funds
17.78%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
84
Increased
182
Reduced
277
Closed
70
Calls
$258M
Puts
$121M
Net Calls
+$137M
Net Calls Change
+$85.1M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$137M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$446M
3
Franklin Resources
3
Franklin Resources
California
$108M
4
Jennison Associates
4
Jennison Associates
New York
$102M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$80.4M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.31B
2
PIM
2
Perkins Investment Management
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$34.4M
4
EAM
4
Eagle Asset Management
Florida
$0
5
EAM
5
Edge Asset Management
Washington
$47.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
651
Burney Company
Virginia
– – -7,583 Closed
LNWWM
652
Laird Norton Wetherby Wealth Management
California
– – -7,391 Closed
BUB
653
BBVA USA Bancshares
Texas
– – -7,289 Closed
FHC
654
First Heartland Consultants
Missouri
– – -7,207 Closed
Loomis, Sayles & Company
655
Loomis, Sayles & Company
Massachusetts
– – -7,186 Closed
CWM
656
Concert Wealth Management
California
– – -6,331 Closed
LSV Asset Management
657
LSV Asset Management
Illinois
– – -4,150 Closed
FANJ
658
Financial Architects (New Jersey)
New Jersey
– – -1,858 Closed
SOAMC
659
Spirit of America Management Corp
New York
– – -1,800 Closed
Jones Financial Companies
660
Jones Financial Companies
Missouri
– – -1,765 Closed
KIG
661
Kessler Investment Group
Indiana
– – -830 Closed
AF
662
Allworth Financial
California
– – -775 Closed
MUMSS
663
Mitsubishi UFJ Morgan Stanley Securities
Japan
– – -560 Closed
PAS
664
Partnervest Advisory Services
California
– – -358 Closed
FBC
665
Fairfield, Bush & Co
Connecticut
– – -303 Closed
WCMN
666
Westchester Capital Management (Nebraska)
Nebraska
– – -291 Closed
SHWM
667
Smith & Howard Wealth Management
Georgia
– – -274 Closed
BC
668
Bartlett & Co
Ohio
– – -181 Closed
MA
669
MCF Advisors
Kentucky
– – -150 Closed
Victory Capital Management
670
Victory Capital Management
Texas
– – -103 Closed
ECM
671
ETrade Capital Management
Virginia
– – -63 Closed
CAW
672
Cornerstone Advisors (Washington)
Washington
– – -52 Closed
NC
673
NewSquare Capital
Pennsylvania
– – -48 Closed
CP
674
Corbenic Partners
Pennsylvania
– – -36 Closed
HRIA
675
Haberer Registered Investment Advisor
Ohio
– – -6 Closed
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