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Lumen
LUMN

Overview Fund Activity

761 hedge funds and large institutions have $12.4B invested in Lumen in 2018 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 260 increasing their positions, 282 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
–
Holders Change %
0%
% of All Funds
16.98%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.54%
New
118
Increased
260
Reduced
282
Closed
107
Calls
$188M
Puts
$306M
Net Calls
-$118M
Net Calls Change
+$111M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.61B
2
Morgan Stanley
Morgan Stanley
New York
$176M
3
State Street
State Street
Massachusetts
$779M
4
Citadel Advisors
Citadel Advisors
Florida
$50.9M
5
BlackRock
BlackRock
New York
$1.31B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$53.1M
2
Goldman Sachs
Goldman Sachs
New York
$157M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$241M
4
SAM
Southeastern Asset Management
Tennessee
$975M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
726
Winch Advisory Services
Wisconsin
$1K +$34 +3 +4%
AF
727
Arrow Financial
New York
$1K +$1K +33 New
WDL
728
Well Done LLC
Michigan
$1K +$1K +47 New
CC
729
Claybrook Capital
Massachusetts
$1K +$1K +47 New
TI
730
Truehand Inc
New Hampshire
$1K +$1K +48 New
EI
731
Ellevest Inc
New York
$1K +$1K +70 New
Schroder Investment Management Group
732
Schroder Investment Management Group
United Kingdom
$685 +$340 +22,408 +98%
NA
733
NewEdge Advisors
Louisiana
$585 +$264 +17,432 +82%
GT
734
Glenmede Trust
Pennsylvania
$583 +$64 +4,237 +12%
OTPPB
735
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$49.5M -2,332,836 Closed
ECM
736
Element Capital Management
New York
– -$17.4M -821,989 Closed
Lord, Abbett & Co
737
Lord, Abbett & Co
New Jersey
– -$13.9M -655,500 Closed
DF
738
Donoghue Forlines
Massachusetts
– -$12.8M -603,780 Closed
HCM
739
Howard Capital Management
Georgia
– -$12.1M -579,202 Closed
SAM
740
Stansberry Asset Management
Texas
– -$5.6M -264,252 Closed
Connor, Clark & Lunn Investment Management (CC&L)
741
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$5.17M -244,025 Closed
ZIG
742
Zurich Insurance Group
Switzerland
– -$5.01M -236,264 Closed
BCM
743
Brookstone Capital Management
Illinois
– -$4.36M -205,459 Closed
BCM
744
Beryl Capital Management
California
– -$3.86M -182,050 Closed
HWA
745
HCR Wealth Advisors
California
– -$3.75M -174,550 Closed
1832 Asset Management
746
1832 Asset Management
Ontario, Canada
– -$3.52M -171,536 Closed
Lido Advisors
747
Lido Advisors
California
– -$3.06M -144,488 Closed
State of New Jersey Common Pension Fund D
748
State of New Jersey Common Pension Fund D
New Jersey
– -$3.03M -142,860 Closed
BCM
749
Bayesian Capital Management
New York
– -$2.8M -132,100 Closed
VAM
750
Visionary Asset Management
Texas
– -$2.79M -131,690 Closed
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