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Lumen
LUMN

Overview Fund Activity

603 hedge funds and large institutions have $15.7B invested in Lumen in 2013 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 207 increasing their positions, 251 reducing their positions, and 60 closing their positions.

Holders
603
Holders Change
-3
Holders Change %
-0.5%
% of All Funds
19.56%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
64
Increased
207
Reduced
251
Closed
60
Calls
$229M
Puts
$177M
Net Calls
+$52.3M
Net Calls Change
-$17.2M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$161M
2
NIMC
2
NWQ Investment Management Company
California
$212M
3
EAM
3
Edge Asset Management
Washington
$91.2M
4
APG Asset Management
4
APG Asset Management
Netherlands
$180M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$281M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$6.38M
2
WRF
2
Waddell & Reed Financial
Kansas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$239M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$7.15M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$16.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.33B 74,365,235 +1,100,000 +2%
LTI
2
Laffer Tengler Investments
Tennessee
– – – –
State Street
3
State Street
Massachusetts
$1.08B 34,428,493 -166,492 -0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$909M 28,975,724 -143,440 -0.5%
BIT
5
BlackRock Institutional Trust
California
$497M 15,832,757 -121,591 -0.8%
EIP
6
Epoch Investment Partners
New York
$346M 11,011,208 +687,682 +7%
BFA
7
BlackRock Fund Advisors
California
$337M 10,729,070 +92,218 +0.9%
Capital World Investors
8
Capital World Investors
California
$325M 10,371,120 – –
Bank of New York Mellon
9
Bank of New York Mellon
New York
$317M 10,114,002 -22,148 -0.2%
American Century Companies
10
American Century Companies
Missouri
$316M 10,064,607 +267,942 +3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$281M 8,963,433 +1,204,380 +16%
Northern Trust
12
Northern Trust
Illinois
$243M 7,744,511 -489,013 -6%
Morgan Stanley
13
Morgan Stanley
New York
$239M 7,605,159 -2,674,628 -26%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$230M 7,316,611 -3,290 -0%
NIMC
15
NWQ Investment Management Company
California
$212M 6,760,064 +2,753,073 +69%
Bank of America
16
Bank of America
North Carolina
$185M 5,881,111 -858,912 -13%
APG Asset Management
17
APG Asset Management
Netherlands
$180M 5,744,137 +1,375,369 +31%
Ameriprise
18
Ameriprise
Minnesota
$178M 5,675,997 +356,284 +7%
Lazard Asset Management
19
Lazard Asset Management
New York
$161M 5,139,752 +3,324,923 +183%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$143M 4,543,492 -1,540 -0%
BG
21
BlackRock Group
United Kingdom
$136M 4,343,115 +260,495 +6%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$131M 4,182,015 +61,441 +1%
JHIU
23
Janus Henderson Investors US
Colorado
$121M 3,850,931 -499,971 -11%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$116M 3,711,112 +609,124 +20%
Prudential Financial
25
Prudential Financial
New Jersey
$106M 3,392,493 -249,119 -7%
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