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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 %
ML
801
McAdam LLC
Pennsylvania
– -$72K -3,300 Closed
ICM
802
IMS Capital Management
Oregon
– -$68K -3,197 Closed
SCM
803
Southport Capital Management
Tennessee
– -$67K -3,181 Closed
MWPCG
804
Measured Wealth Private Client Group
New Hampshire
– -$56K -2,668 Closed
GP
805
Girard Partners
Pennsylvania
– -$50K -2,375 Closed
APP
806
Avantax Planning Partners
Iowa
– -$50K -2,372 Closed
ZB
807
Zions Bancorporation
Utah
– -$47K -2,205 Closed
KJWM
808
Kiley Juergens Wealth Management
Washington
– -$46K -2,176 Closed
AIL
809
AGF Investments LLC
Ontario, Canada
– -$35K -1,658 Closed
TFS
810
TrustCore Financial Services
Tennessee
– -$29K -1,380 Closed
LNB
811
Ledyard National Bank
– -$28K -1,334 Closed
SIC
812
Salem Investment Counselors
North Carolina
– -$26K -1,236 Closed
TC
813
Trilogy Capital
California
– -$22K -1,015 Closed
LJHT
814
Laurie J. Hall Trustee
– -$20K -920 Closed
MA
815
MCF Advisors
Kentucky
– -$15K -704 Closed
CPIG
816
Chicago Partners Investment Group
Illinois
– -$12K -613 Closed
CAG
817
Csenge Advisory Group
Florida
– -$10K -561 Closed
DWA
818
Divergent Wealth Advisors
Utah
– -$11K -497 Closed
IP
819
Intellectus Partners
California
– -$10K -492 Closed
OSAM
820
O'Shaughnessy Asset Management
Connecticut
– -$10K -450 Closed
MCM
821
Monument Capital Management
Virginia
– -$8K -400 Closed
SWMG
822
Signature Wealth Management Group
Georgia
– -$8K -397 Closed
SSB
823
Sandy Spring Bank
Maryland
– -$7K -329 Closed
OFW
824
Omnia Family Wealth
Florida
– -$7K -324 Closed
TA
825
Townsend & Associates
Colorado
– -$7K -311 Closed
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