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Lumen
LUMN

Overview Fund Activity

761 hedge funds and large institutions have $17.4B invested in Lumen in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 290 increasing their positions, 255 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+32
Holders Change %
+4.39%
% of All Funds
17.43%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.48%
New
98
Increased
290
Reduced
255
Closed
62
Calls
$218M
Puts
$447M
Net Calls
-$229M
Net Calls Change
-$106M

Top Buyers

1
Millennium Management
Millennium Management
New York
$94.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$160M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$27.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$64M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$26M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$187M
2
Bank of America
Bank of America
North Carolina
$360M
3
Norges Bank
Norges Bank
Norway
$183M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$97.8M
5
SAM
Southeastern Asset Management
Tennessee
$1.44B
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
651
Carroll Financial Associates
North Carolina
$14K +$119 +6 +0.9%
CAC
652
Certified Advisory Corp
Florida
$13K -$4.04K -184 -24%
SFG
653
SevenBridge Financial Group
Pennsylvania
$12K -$10.6K -510 -47%
CPIG
654
Chicago Partners Investment Group
Illinois
$12K – – –
DWA
655
Divergent Wealth Advisors
Utah
$11K – – –
WTC
656
WhitTier Trust Company
Nevada
$11K – – –
DAM
657
Delta Asset Management
Tennessee
$11K – – –
HI
658
Hudock Inc
Pennsylvania
$11K – – –
VIA
659
Vantage Investment Advisors
Pennsylvania
$11K – – –
EARNEST Partners
660
EARNEST Partners
Georgia
$11K – – –
OSAM
661
O'Shaughnessy Asset Management
Connecticut
$10K -$23.7M -1,065,899 -100%
CIA
662
CSat Investment Advisory
Michigan
$10K -$2.47K -112 -20%
IP
663
Intellectus Partners
California
$10K – – –
FFW
664
Fusion Family Wealth
New York
$10K – – –
JCM
665
Jacobi Capital Management
Pennsylvania
$10K +$209 +10 +2%
Fidelity International
666
Fidelity International
Bermuda
$10K +$10K +491 New
CAG
667
Csenge Advisory Group
Florida
$10K +$10K +561 New
WIM
668
Westside Investment Management
California
$9.48K – – –
TFO
669
Tarbox Family Office
California
$9K – – –
CWM
670
Cedar Wealth Management
California
$8K – – –
SWMG
671
Signature Wealth Management Group
Georgia
$8K – – –
WAP
672
Wealthcare Advisory Partners
Pennsylvania
$8K +$87 +4 +1%
SIS
673
Sound Income Strategies
Florida
$8K +$1.46K +72 +22%
MCM
674
Monument Capital Management
Virginia
$8K +$8K +400 New
SSB
675
Sandy Spring Bank
Maryland
$7K -$7.89K -371 -53%
25 26
27
28 29