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666 hedge funds and large institutions have $15B invested in Lumen in 2015 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 227 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $189M | Put options by funds: $93M

21% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 227

18% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 61

1.22% more ownership

Funds ownership: 75.34%76.56% (+1.2%)

0% more funds holding

Funds holding: 665666 (+1)

22% less capital invested

Capital invested by funds: $19.1B → $15B (-$4.11B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
666
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
72
Increased
274
Reduced
227
Closed
61
Calls
$189M
Puts
$93M
Net Calls
+$96.3M
Net Calls Change
+$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.75B -$424M -11,358,171 -18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B +$64.7M +1,733,676 +5%
State Street
3
State Street
Massachusetts
$1.11B -$30.1M -807,169 -2%
BIT
4
BlackRock Institutional Trust
California
$552M +$13.5M +361,136 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$520M +$38.9M +1,042,970 +7%
BFA
6
BlackRock Fund Advisors
California
$469M -$19.2M -514,432 -4%
EIP
7
Epoch Investment Partners
New York
$437M +$47.8M +1,279,102 +11%
Ameriprise
8
Ameriprise
Minnesota
$415M +$30.2M +808,892 +7%
Bank of America
9
Bank of America
North Carolina
$360M +$195M +5,223,770 +101%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$269M +$1.36M +36,414 +0.5%
Northern Trust
11
Northern Trust
Illinois
$254M -$3.98M -106,612 -1%
Franklin Resources
12
Franklin Resources
California
$231M -$14.2M -381,509 -5%
Capital International Investors
13
Capital International Investors
California
$210M -$53.4M -1,430,400 -19%
APG Asset Management
14
APG Asset Management
Netherlands
$189M -$1.89M -50,690 -0.9%
Morgan Stanley
15
Morgan Stanley
New York
$184M +$34.9M +935,588 +21%
AL
16
AJO LP
Pennsylvania
$182M +$6.05M +162,080 +3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$181M +$10.5M +282,266 +6%
American Century Companies
18
American Century Companies
Missouri
$180M +$42.9M +1,148,593 +28%
Goldman Sachs
19
Goldman Sachs
New York
$174M +$49.9M +1,337,245 +36%
JP Morgan Chase
20
JP Morgan Chase
New York
$166M +$17.3M +463,311 +11%
BG
21
BlackRock Group
United Kingdom
$165M +$4.32M +115,628 +2%
MAA
22
Managed Account Advisors
New Jersey
$158M +$141M +3,769,052 +465%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$157M +$10.5M +281,136 +7%
JHIU
24
Janus Henderson Investors US
Colorado
$156M +$54.6M +1,462,700 +48%
Capital World Investors
25
Capital World Investors
California
$148M