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603 hedge funds and large institutions have $15.7B invested in Lumen in 2013 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 207 increasing their positions, 251 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $229M | Put options by funds: $177M

7% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 60

0% more capital invested

Capital invested by funds: $15.7B → $15.7B (+$28.4M)

0% less funds holding

Funds holding: 606603 (-3)

0.63% less ownership

Funds ownership: 72.73%72.1% (-0.63%)

18% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 251

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
603
Holders Change
-3
Holders Change %
-0.5%
% of All Funds
19.55%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
64
Increased
207
Reduced
251
Closed
60
Calls
$229M
Puts
$177M
Net Calls
+$52.3M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$48.9M +$2.75M +80,771 +5%
Charles Schwab
52
Charles Schwab
California
$46.3M +$1.62M +47,482 +3%
EAM
53
Eagle Asset Management
Florida
$46M +$5.86M +172,032 +13%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$43.5M -$2.8M -82,121 -6%
AIM
55
abrdn Investment Management
United Kingdom
$42.5M +$113K +3,316 +0.2%
BlackRock
56
BlackRock
New York
$42.1M +$5.82M +171,132 +15%
Federated Hermes
57
Federated Hermes
Pennsylvania
$41M +$6.41M +188,186 +17%
MAA
58
Managed Account Advisors
New Jersey
$40.1M +$5.76M +169,267 +15%
H
59
Hexavest
Quebec, Canada
$38.9M +$545K +16,026 +1%
Invesco
60
Invesco
Georgia
$38.5M -$3.81M -112,076 -8%
WHRC
61
W.H. Reaves & Co
New Jersey
$38.3M +$3.14M +92,390 +8%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$38.1M +$636K +18,700 +2%
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$36.3M +$13.5M +395,373 +52%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$34.4M +$1.15M +33,873 +3%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$33.4M -$1.52M -44,617 -4%
MTB
66
Mizuho Trust & Banking
Japan
$31.5M
Allianz Asset Management
67
Allianz Asset Management
Germany
$31.4M +$4.28M +125,850 +14%
SG Americas Securities
68
SG Americas Securities
New York
$30.4M +$5.73M +168,484 +21%
BIM
69
BlackRock Investment Management
Delaware
$29.9M -$1.28M -37,564 -4%
AAM
70
Advisors Asset Management
Colorado
$29.5M +$2.99M +87,737 +10%
B
71
Baird
Wisconsin
$29M -$569K -16,713 -2%
Nordea Investment Management
72
Nordea Investment Management
Sweden
$28.7M +$18M +528,774 +137%
First Trust Advisors
73
First Trust Advisors
Illinois
$28.7M +$1.94M +57,030 +7%
PI
74
PineBridge Investments
New York
$27.5M -$3.38M -99,416 -10%
SNC
75
Stifel Nicolaus & Co
Missouri
$26.9M -$1.93M -56,761 -6%