We are live on ! Find out more

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
Victory Capital Management
151
Victory Capital Management
Texas
$5.26M +$522K +20,548 +10%
CIC
152
Cornercap Investment Counsel
Georgia
$5.18M -$377K -14,850 -6%
PAIM
153
Punch & Associates Investment Management
Minnesota
$5.13M +$169K +6,647 +3%
BCM
154
Brookstone Capital Management
Illinois
$5.04M +$1.53M +60,284 +40%
SGCA
155
Steel Grove Capital Advisors
Tennessee
$4.94M +$345K +13,597 +7%
AIM
156
Alambic Investment Management
California
$4.93M +$3.87M +152,500 +278%
MPM
157
Meritage Portfolio Management
Kansas
$4.71M +$830K +32,688 +20%
CBOA
158
Commonwealth Bank of Australia
Australia
$4.7M +$1.13M +44,671 +29%
FBP
159
Flippin Bruce & Porter
Virginia
$4.64M -$208K -8,200 -4%
Lord, Abbett & Co
160
Lord, Abbett & Co
New Jersey
$4.52M -$1.17M -45,900 -19%
OAC
161
OMERS Administration Corp
Ontario, Canada
$4.35M -$1.86M -73,300 -29%
Rafferty Asset Management
162
Rafferty Asset Management
New York
$4.34M +$4.64M +182,653 New
SOMRS
163
State of Michigan Retirement System
Michigan
$4.25M -$299K -11,760 -6%
UOC
164
UBS O'Connor
Illinois
$4.2M +$4.48M +176,516 New
AG
165
Advisor Group
Arizona
$4.14M +$1.06M +41,847 +32%
State of Tennessee, Department of Treasury
166
State of Tennessee, Department of Treasury
Tennessee
$4.05M -$8.66M -341,070 -67%
US Bancorp
167
US Bancorp
Minnesota
$4.03M -$99.9K -3,934 -2%
AIMCA
168
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.02M +$4.27M +168,300 +18,700%
GIBU
169
Gulf International Bank (UK)
United Kingdom
$4.01M
AAF
170
Andra AP-fonden
Sweden
$3.9M -$960K -37,800 -19%
TPSF
171
Texas Permanent School Fund
Texas
$3.89M -$111K -4,371 -3%
BF
172
BOK Financial
Oklahoma
$3.87M +$39.4K +1,553 +1%
SWP
173
Stratos Wealth Partners
Ohio
$3.78M +$3.36M +132,449 +499%
Massachusetts Financial Services
174
Massachusetts Financial Services
Massachusetts
$3.73M +$2.39K +94 +0.1%
CA
175
Commerzbank Aktiengesellschaft
Germany
$3.67M +$1.01M +39,734 +35%