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617 hedge funds and large institutions have $15.7B invested in Lumen in 2014 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 202 increasing their positions, 252 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

51% more call options, than puts

Call options by funds: $246M | Put options by funds: $164M

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

12% more capital invested

Capital invested by funds: $14.1B → $15.7B (+$1.66B)

3% more funds holding

Funds holding: 599617 (+18)

1.54% more ownership

Funds ownership: 74.19%75.74% (+1.5%)

20% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 252

Holders
617
Holders Change
+18
Holders Change %
+3.01%
% of All Funds
17.73%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
66
Increased
202
Reduced
252
Closed
44
Calls
$246M
Puts
$164M
Net Calls
+$82.8M
Net Calls Change
-$86.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$54.2M -$2.91M -81,184 -5%
Federated Hermes
52
Federated Hermes
Pennsylvania
$54.1M +$9.17M +255,536 +21%
USAA
53
United Services Automobile Association
Texas
$54.1M -$16.1M -447,546 -23%
ARC
54
Absolute Return Capital
Massachusetts
$50.9M +$33.6M +936,345 +200%
BlackRock
55
BlackRock
New York
$50.6M -$791K -22,036 -2%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$49.9M -$15.7M -437,574 -24%
GC
57
Guggenheim Capital
Illinois
$49.7M +$11.2M +310,943 +29%
Charles Schwab
58
Charles Schwab
California
$49M +$1.37M +38,260 +3%
H
59
Hexavest
Quebec, Canada
$45.7M +$922K +25,700 +2%
AAM
60
Advisors Asset Management
Colorado
$45.3M +$3.35M +93,324 +8%
PI
61
PGGM Investments
Netherlands
$44.4M +$17.5M +487,871 +66%
AllianceBernstein
62
AllianceBernstein
Tennessee
$43.7M -$12.6M -351,966 -23%
Millennium Management
63
Millennium Management
New York
$41.2M +$39M +1,085,714 +2,088%
Prudential Financial
64
Prudential Financial
New Jersey
$40.9M +$915K +25,480 +2%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$40.8M -$4.12M -114,713 -9%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$39M +$12.2M +338,718 +46%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$37.9M -$136K -3,800 -0.4%
Lazard Asset Management
68
Lazard Asset Management
New York
$36.8M +$283K +7,887 +0.8%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$35.8M +$13.4M +373,812 +61%
TGI
70
Tradewinds Global Investors
California
$35.6M -$13.5M -377,463 -28%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.5M -$6.12M -170,421 -15%
PI
72
Putnam Investments
Massachusetts
$35.3M +$186K +5,171 +0.5%
N
73
Nuveen
North Carolina
$34.9M +$6.63M +184,739 +24%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$34.8M -$1.77M -49,269 -5%
BIM
75
BlackRock Investment Management
Delaware
$34.6M +$2.11M +58,661 +7%