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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 %
Rockefeller Capital Management
701
Rockefeller Capital Management
New York
$3K – – –
BCI
702
Brinker Capital Investments
Pennsylvania
$3K – – –
TIM
703
Tortoise Investment Management
New York
$3K – – –
LA
704
Legacy Advisors
Pennsylvania
$3K +$1.87K +79 +165%
CTB
705
Country Trust Bank
Illinois
$3K +$2.53K +125 +543%
RIA
706
RPG Investment Advisory
California
$3K +$3K +153 New
WCM
707
Whitener Capital Management
North Carolina
$3K +$3K +160 New
MPWT
708
MassMutual Private Wealth & Trust
Connecticut
$2.8K – – –
HR
709
Howe & Rusling
New York
$2K -$2.4K -90 -55%
GWS
710
Glassman Wealth Services
Virginia
$2K -$393 -22 -16%
TFA
711
Toth Financial Advisory
Virginia
$2K – – –
MI
712
Markston International
New York
$2K – – –
THWM
713
Taylor Hoffman Wealth Management
Virginia
$2K – – –
PCM
714
Princeton Capital Management
New Jersey
$2K – – –
ARMC
715
American Research & Management Company
Massachusetts
$2K – – –
GSC
716
G&S Capital
Colorado
$2K – – –
PMFA
717
Plante Moran Financial Advisors
Michigan
$2K +$19 +1 +0.9%
BG
718
Bollard Group
Massachusetts
$2K +$24 +1 +1%
RWG
719
Regal Wealth Group
California
$2K +$36 +2 +2%
WAS
720
Winch Advisory Services
Wisconsin
$2K +$48 +2 +2%
BRC
721
Bell Rock Capital
Delaware
$2K +$44 +2 +2%
VRM
722
Vectors Research Management
New York
$2K +$2K +116 New
MCM
723
MV Capital Management
Maryland
$1K -$5.41K -265 -84%
AC
724
Avestar Capital
New York
$1K -$1.43K -242 -59%
SFM
725
Signet Financial Management
New Jersey
$1K -$4.26K -200 -81%
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