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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.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $229M | Put options by funds: $177M

7% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 60

0% more capital invested

Capital invested by funds: $15.7B → $15.7B (+$28.4M)

0% less funds holding

Funds holding: 606603 (-3)

0.63% less ownership

Funds ownership: 72.73%72.1% (-0.63%)

18% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 251

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
603
Holders Change
-3
Holders Change %
-0.5%
% of All Funds
19.55%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.33B +$37.4M +1,100,000 +2%
LTI
2
Laffer Tengler Investments
Tennessee
$2.12B
State Street
3
State Street
Massachusetts
$1.08B -$5.67M -166,492 -0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$909M -$4.88M -143,440 -0.5%
BIT
5
BlackRock Institutional Trust
California
$497M -$4.14M -121,591 -0.8%
EIP
6
Epoch Investment Partners
New York
$346M +$23.4M +687,682 +7%
BFA
7
BlackRock Fund Advisors
California
$337M +$3.14M +92,218 +0.9%
Capital World Investors
8
Capital World Investors
California
$325M
Bank of New York Mellon
9
Bank of New York Mellon
New York
$317M -$754K -22,148 -0.2%
American Century Companies
10
American Century Companies
Missouri
$316M +$9.12M +267,942 +3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$281M +$41M +1,204,380 +16%
Northern Trust
12
Northern Trust
Illinois
$243M -$16.6M -489,013 -6%
Morgan Stanley
13
Morgan Stanley
New York
$239M -$91M -2,674,628 -26%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$230M -$112K -3,290 -0%
NIMC
15
NWQ Investment Management Company
California
$212M +$93.7M +2,753,073 +69%
Bank of America
16
Bank of America
North Carolina
$185M -$29.2M -858,912 -13%
APG Asset Management
17
APG Asset Management
Netherlands
$180M +$46.8M +1,375,369 +31%
Ameriprise
18
Ameriprise
Minnesota
$178M +$12.1M +356,284 +7%
Lazard Asset Management
19
Lazard Asset Management
New York
$161M +$113M +3,324,923 +183%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$143M -$52.4K -1,540 -0%
BG
21
BlackRock Group
United Kingdom
$136M +$8.87M +260,495 +6%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$131M +$2.09M +61,441 +1%
JHIU
23
Janus Henderson Investors US
Colorado
$121M -$17M -499,971 -11%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$116M +$20.7M +609,124 +20%
Prudential Financial
25
Prudential Financial
New Jersey
$106M -$8.48M -249,119 -7%