LUMN icon

Lumen
LUMN

Overview Fund Activity

636 hedge funds and large institutions have $11.2B invested in Lumen in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 256 increasing their positions, 208 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
-7
Holders Change %
-1.09%
% of All Funds
17%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
58
Increased
256
Reduced
208
Closed
52
Calls
$190M
Puts
$258M
Net Calls
-$68.5M
Net Calls Change
+$44.4M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$258M
2
Bank of America
2
Bank of America
North Carolina
$769M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$114M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.07B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$47.7M

Top Sellers

1
JIM
1
Jupiter Investment Management
United Kingdom
$708K
2
NI
2
Numeric Investors
Massachusetts
$28.4M
3
American Century Companies
3
American Century Companies
Missouri
$109M
4
TGI
4
Tradewinds Global Investors
California
$1.19M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$929M
Name Holding Trade Value Shares
Change 		Shares
Change %
SKK
651
Shepherd Kaplan Krochuk
Massachusetts
– -$374K -12,902 Closed
NL
652
NWAM LLC
Washington
– -$337K -11,608 Closed
Cetera Investment Advisers
653
Cetera Investment Advisers
Illinois
– -$333K -11,466 Closed
MYLI
654
Meiji Yasuda Life Insurance
Japan
– -$313K -10,790 Closed
IAS
655
IMA Advisory Services
Colorado
– -$302K -10,410 Closed
WC
656
Woodstock Corp
Massachusetts
– -$300K -10,330 Closed
PNC
657
Park National Corp
Ohio
– -$297K -10,230 Closed
QC
658
QCM Cayman
Texas
– -$276K -9,529 Closed
CFP
659
Cornerstone Financial Partners
North Carolina
– -$269K -9,330 Closed
OI
660
Oakbrook Investments
Illinois
– -$264K -9,100 Closed
Balyasny Asset Management
661
Balyasny Asset Management
Illinois
– -$239K -8,254 Closed
BFM
662
Boothbay Fund Management
New York
– -$221K -7,615 Closed
FBT
663
First Bankers Trust
Kentucky
– -$206K -7,117 Closed
PFS
664
Prospera Financial Services
Texas
– -$206K -7,113 Closed
SFA
665
Sequoia Financial Advisors
Ohio
– -$201K -6,928 Closed
LIM
666
Loudon Investment Management
New Hampshire
– -$200K -6,896 Closed
CCA
667
Checchi Capital Advisers
California
– -$177K -6,105 Closed
PAIA
668
Park Avenue Institutional Advisers
New York
– -$100K -3,435 Closed
SOAMC
669
Spirit of America Management Corp
New York
– -$52K -1,800 Closed
HIIFS
670
Harel Insurance Investments & Financial Services
Israel
– -$17K -600 Closed
NYLT
671
New York Life Trust
New York
– -$17K -591 Closed
IPC
672
Independent Portfolio Consultants
Florida
– -$11K -390 Closed
SCM
673
Southport Capital Management
Tennessee
– -$9K -309 Closed
PWM
674
Perigon Wealth Management
California
– -$3K -90 Closed
RWA
675
Ropes Wealth Advisors
Massachusetts
– -$2K -84 Closed
24 25 26
27
28