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617 hedge funds and large institutions have $15.7B invested in Lumen in 2014 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 202 increasing their positions, 252 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

51% more call options, than puts

Call options by funds: $246M | Put options by funds: $164M

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

12% more capital invested

Capital invested by funds: $14.1B → $15.7B (+$1.66B)

3% more funds holding

Funds holding: 599617 (+18)

1.54% more ownership

Funds ownership: 74.19%75.74% (+1.5%)

20% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 252

Holders
617
Holders Change
+18
Holders Change %
+3.01%
% of All Funds
17.73%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
66
Increased
202
Reduced
252
Closed
44
Calls
$246M
Puts
$164M
Net Calls
+$82.8M
Net Calls Change
-$86.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.61B -$7.12M -198,300 -0.3%
State Street
2
State Street
Massachusetts
$1.17B -$15.9M -442,755 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.05B +$12.7M +353,313 +1%
BIT
4
BlackRock Institutional Trust
California
$577M +$2.54M +70,713 +0.4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$552M +$40.9M +1,138,355 +8%
BFA
6
BlackRock Fund Advisors
California
$478M +$4.22M +117,622 +0.9%
EIP
7
Epoch Investment Partners
New York
$416M +$11.9M +330,373 +3%
Franklin Resources
8
Franklin Resources
California
$317M +$4.17M +116,305 +1%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$277M -$593K -16,510 -0.2%
Northern Trust
10
Northern Trust
Illinois
$262M -$5.52M -153,748 -2%
Capital International Investors
11
Capital International Investors
California
$254M +$32.6M +908,510 +15%
APG Asset Management
12
APG Asset Management
Netherlands
$209M -$21.2M -589,262 -9%
Norges Bank
13
Norges Bank
Norway
$203M +$185M +5,154,677 +1,134%
Bank of America
14
Bank of America
North Carolina
$197M +$985K +27,428 +0.5%
Morgan Stanley
15
Morgan Stanley
New York
$197M -$36M -1,004,034 -16%
Capital World Investors
16
Capital World Investors
California
$183M
Ameriprise
17
Ameriprise
Minnesota
$177M +$746K +20,787 +0.4%
American Century Companies
18
American Century Companies
Missouri
$173M -$105M -2,913,179 -38%
AL
19
AJO LP
Pennsylvania
$170M +$146M +4,080,040 +653%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$168M +$2.5M +69,672 +2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$154M -$1.06M -29,490 -0.7%
BG
22
BlackRock Group
United Kingdom
$153M +$10.9M +303,201 +8%
TD Asset Management
23
TD Asset Management
Ontario, Canada
$142M +$22M +613,135 +19%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$139M +$130M +3,626,587 +1,667%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$137M +$28M +779,020 +26%