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Lumen
LUMN

Overview Fund Activity

705 hedge funds and large institutions have $9.5B invested in Lumen in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 273 increasing their positions, 241 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
-43
Holders Change %
-5.75%
% of All Funds
15.34%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.28%
New
71
Increased
273
Reduced
241
Closed
106
Calls
$176M
Puts
$237M
Net Calls
-$60.7M
Net Calls Change
+$1.27M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$211M
2
SAM
Southeastern Asset Management
Tennessee
$881M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$84.1M
4
BlackRock
BlackRock
New York
$1.07B
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.31B

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
$0
2
Millennium Management
Millennium Management
New York
$13.3M
3
Capital Research Global Investors
Capital Research Global Investors
California
$41.3M
4
MVP
Miller Value Partners
Florida
$9.56M
5
Goldman Sachs
Goldman Sachs
New York
$75.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
751
Tompkins Financial
New York
– -$23K -1,960 Closed
NSIM
752
North Star Investment Management
Illinois
– -$16K -1,365 Closed
CAM
753
Cresset Asset Management
Illinois
– -$15K -1,234 Closed
NWM
754
Northwest Wealth Management
Iowa
– -$14K -1,170 Closed
DBT
755
Dubuque Bank & Trust
Iowa
– -$13K -1,125 Closed
Loomis, Sayles & Company
756
Loomis, Sayles & Company
Massachusetts
– -$13K -1,045 Closed
PCM
757
Prelude Capital Management
New York
– -$12K -1,015 Closed
BWM
758
BerganKDV Wealth Management
Minnesota
– -$12K -1,000 Closed
BAM
759
Bruderman Asset Management
New York
– -$11K -931 Closed
CA
760
Centerpoint Advisors
Massachusetts
– -$6K -500 Closed
FC
761
Ferris Capital
Massachusetts
– -$6K -491 Closed
BBNA
762
Bremer Bank National Association
Minnesota
– -$5K -467 Closed
MFW
763
Mosaic Family Wealth
Missouri
– -$4K -363 Closed
AIA
764
Alera Investment Advisors
Illinois
– -$4K -312 Closed
WB
765
Webster Bank
Connecticut
– -$4K -300 Closed
MF
766
MHI Funds
New York
– -$4K -299 Closed
ACA
767
Atlas Capital Advisors
Wyoming
– -$3.45K -286 Closed
AA
768
Advisory Alpha
Michigan
– -$2.52K -232 Closed
MPWT
769
MassMutual Private Wealth & Trust
Connecticut
– -$1.58K -132 Closed
PWM
770
PRW Wealth Management
Massachusetts
– -$1K -111 Closed
GSC
771
G&S Capital
Colorado
– -$1K -100 Closed
BMM
772
Buffington Mohr McNeal
Idaho
– -$1K -88 Closed
RTC
773
Riverview Trust Company
Washington
– -$1K -65 Closed
LFA
774
Legacy Financial Advisors
Kentucky
– -$1K -60 Closed
SFSIG
775
San Francisco Sentry Investment Group
California
– -$1K -45 Closed
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