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Lumen
LUMN

Overview Fund Activity

748 hedge funds and large institutions have $9.81B invested in Lumen in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 295 increasing their positions, 248 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
-13
Holders Change %
-1.71%
% of All Funds
16.22%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.35%
New
98
Increased
295
Reduced
248
Closed
105
Calls
$163M
Puts
$225M
Net Calls
-$62M
Net Calls Change
+$56M

Top Buyers

1
State Street
State Street
Massachusetts
+$60.2M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$59.1M
3
AACR
ACR Alpine Capital Research
Missouri
+$47.4M
4
SAM
Southeastern Asset Management
Tennessee
+$34.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$31.3M

Top Sellers

1
Temasek Holdings
Temasek Holdings
Singapore
-$311M
2
EIP
Epoch Investment Partners
New York
-$86.4M
3
WHRC
W.H. Reaves & Co
New Jersey
-$61.9M
4
Morgan Stanley
Morgan Stanley
New York
-$42.8M
5
N
Natixis
France
-$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOSM
676
First National Bank of South Miami
Florida
$2K – – –
POIA
677
Pin Oak Investment Advisors
Texas
$2K – – –
BCI
678
Brinker Capital Investments
Pennsylvania
$2K +$83 +7 +4%
RWG
679
Regal Wealth Group
California
$2K +$269 +18 +16%
APC
680
Aspire Private Capital
North Carolina
$2K +$222 +18 +13%
OSNBOA
681
Old Second National Bank of Aurora
Illinois
$2K +$2K +137 New
SFA
682
Semmax Financial Advisors
North Carolina
$2K +$1.94K +181 +3,017%
PFGIA
683
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.94K +200 +3,333%
SWA
684
Sutton Wealth Advisors
Florida
$1.91K -$31.4K -2,620 -94%
MPWT
685
MassMutual Private Wealth & Trust
Connecticut
$1.58K – – –
TAIM
686
TD Ameritrade Investment Management
Nebraska
$1K -$21.5K -1,982 -96%
PCP
687
Proficio Capital Partners
Massachusetts
$1K -$12.6K -1,311 -93%
LFA
688
Legacy Financial Advisors
Kentucky
$1K -$17.7K -1,061 -95%
SFSIG
689
San Francisco Sentry Investment Group
California
$1K -$9.93K -447 -91%
PWM
690
PRW Wealth Management
Massachusetts
$1K -$207 -23 -17%
FMP
691
Financial Management Professionals
Texas
$1K – – –
TIM
692
Tortoise Investment Management
New York
$1K – – –
SBL
693
Sargent Bickham Lagudis
Colorado
$1K – – –
PCM
694
Princeton Capital Management
New Jersey
$1K – – –
FFC
695
First Financial Corp
Indiana
$1K – – –
TI
696
Truehand Inc
New Hampshire
$1K – – –
THWM
697
Taylor Hoffman Wealth Management
Virginia
$1K – – –
MI
698
Markston International
New York
$1K – – –
ADL
699
Asset Dedication LLC
California
$1K – – –
ARMC
700
American Research & Management Company
Massachusetts
$1K – – –
26 27
28
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