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Lumen
LUMN

Overview Fund Activity

663 hedge funds and large institutions have $9.61B invested in Lumen in 2016 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 245 increasing their positions, 226 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+27
Holders Change %
+4.25%
% of All Funds
16.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
114
Increased
245
Reduced
226
Closed
75
Calls
$246M
Puts
$250M
Net Calls
-$4.03M
Net Calls Change
+$64.4M

Top Buyers

1
AIG
1
American International Group
New York
$374M
2
TIM
2
Thornburg Investment Management
New Mexico
$74.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$68.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$539M
5
Morgan Stanley
5
Morgan Stanley
New York
$142M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$268M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$463M
3
EIP
3
Epoch Investment Partners
New York
$106M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Capital International Investors
5
Capital International Investors
California
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLRA
701
Gerald L. Ray & Associates
Texas
– -$218K -7,934 Closed
ECM
702
Everence Capital Management
Indiana
– -$211K -7,688 Closed
W
703
Wealthfront
California
– -$208K -7,584 Closed
ZDA
704
Zweig-DiMenna Associates
New York
– -$206K -7,500 Closed
FCCM
705
First City Capital Management
Georgia
– -$204K -7,423 Closed
WP
706
WealthSource Partners
California
– -$203K -7,412 Closed
ZAM
707
Zevin Asset Management
Massachusetts
– -$201K -7,335 Closed
JIR
708
James Investment Research
Ohio
– -$95K -3,452 Closed
IUHSA
709
Itau Unibanco Holding S.A.
Brazil
– -$81K -2,960 Closed
S
710
SignatureFD
Georgia
– -$68K -2,493 Closed
TRCT
711
Tower Research Capital (TRC)
New York
– -$52K -1,899 Closed
BAM
712
Brave Asset Management
New Jersey
– -$41K -1,500 Closed
CII
713
Capital International Inc
California
– -$38K -1,400 Closed
PCM
714
Prelude Capital Management
New York
– -$27K -1,000 Closed
GWA
715
Guidant Wealth Advisors
Illinois
– -$23K -832 Closed
IWM
716
Integrated Wealth Management
California
– -$19K -702 Closed
WAS
717
Winch Advisory Services
Wisconsin
– -$18K -647 Closed
LAM
718
Lebenthal Asset Management
New York
– -$16K -586 Closed
HIM
719
Hillsdale Investment Management
Ontario, Canada
– -$8K -280 Closed
MWP
720
MYCIO Wealth Partners
Pennsylvania
– -$6K -216 Closed
PCP
721
Proficio Capital Partners
Massachusetts
– -$5K -179 Closed
BWP
722
Baldwin Wealth Partners
Massachusetts
– -$5K -166 Closed
KA
723
Klingman & Associates
New York
– -$4K -164 Closed
IFA
724
Interactive Financial Advisors
Illinois
– -$3K -100 Closed
SSB
725
Sandy Spring Bank
Maryland
– -$3K -100 Closed
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