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664 hedge funds and large institutions have $9.61B invested in Lumen in 2016 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 245 increasing their positions, 227 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 75

4% more funds holding

Funds holding: 637664 (+27)

8% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 227

2% less call options, than puts

Call options by funds: $246M | Put options by funds: $250M

1.35% less ownership

Funds ownership: 75.26%73.91% (-1.4%)

14% less capital invested

Capital invested by funds: $11.2B → $9.61B (-$1.59B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
664
Holders Change
+27
Holders Change %
+4.24%
% of All Funds
16.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
114
Increased
245
Reduced
227
Closed
75
Calls
$246M
Puts
$250M
Net Calls
-$4.03M
Net Calls Change
+$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
101
BlackRock Advisors
Delaware
$12.3M +$800K +31,506 +6%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$12.3M +$1.03M +40,473 +8%
Stifel Financial
103
Stifel Financial
Missouri
$12M +$2.47M +97,133 +24%
PWAM
104
Park West Asset Management
California
$11.9M +$12.7M +500,000 New
EP
105
Elkfork Partners
Oregon
$11.4M +$12.2M +481,492 New
Mackenzie Financial
106
Mackenzie Financial
Ontario, Canada
$11.3M -$7.18M -282,630 -37%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$10.9M +$32.9K +1,297 +0.3%
Citadel Advisors
108
Citadel Advisors
Florida
$10.9M +$6.95M +273,799 +149%
National Pension Service
109
National Pension Service
South Korea
$10.5M +$763K +30,053 +7%
GF
110
Gabelli Funds
New York
$10.1M -$457K -18,000 -4%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$9.8M +$1.72M +67,632 +20%
Barclays
112
Barclays
United Kingdom
$9.75M +$776K +30,550 +8%
Wellington Management Group
113
Wellington Management Group
Massachusetts
$9.74M +$2.77M +109,273 +36%
CC
114
Cannell & Co
New York
$9.69M +$10.3M +407,424 New
PI
115
PineBridge Investments
New York
$9.59M +$78.5K +3,093 +0.8%
VRS
116
Virginia Retirement Systems
Virginia
$9.36M +$6.78M +267,200 +211%
NFA
117
Nationwide Fund Advisors
Ohio
$8.86M -$2.36M -92,875 -20%
ACI
118
AMP Capital Investors
Australia
$8.84M +$443K +17,429 +5%
MLM
119
Mount Lucas Management
Pennsylvania
$8.72M -$1.6M -62,945 -15%
Capital Fund Management (CFM)
120
Capital Fund Management (CFM)
France
$8.67M +$2.51M +98,855 +37%
Robeco Institutional Asset Management
121
Robeco Institutional Asset Management
Netherlands
$8.55M -$35.6M -1,401,412 -80%
Aviva
122
Aviva
United Kingdom
$8.53M +$502K +19,769 +6%
Credit Agricole
123
Credit Agricole
France
$8.49M +$1.51M +59,423 +20%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$8.37M +$3.14M +123,726 +54%
TAM
125
Tyers Asset Management
Texas
$8.33M +$8.89M +350,176 New