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Lumen
LUMN

Overview Fund Activity

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.

Holders
666
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
17.76%
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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$360M
2
MAA
2
Managed Account Advisors
New Jersey
$158M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.17B
4
JHIU
4
Janus Henderson Investors US
Colorado
$156M
5
Goldman Sachs
5
Goldman Sachs
New York
$174M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.75B
2
AA
2
ALPS Advisors
Colorado
$23.7M
3
Norges Bank
3
Norges Bank
Norway
$70.2M
4
Capital International Investors
4
Capital International Investors
California
$210M
5
Jennison Associates
5
Jennison Associates
New York
$2.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.75B 50,725,098 -11,358,171 -18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B 33,791,180 +1,733,676 +5%
State Street
3
State Street
Massachusetts
$1.11B 32,155,654 -807,169 -2%
BIT
4
BlackRock Institutional Trust
California
$552M 15,984,390 +361,136 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$520M 15,039,891 +1,042,970 +7%
BFA
6
BlackRock Fund Advisors
California
$469M 13,560,301 -514,432 -4%
EIP
7
Epoch Investment Partners
New York
$437M 12,656,182 +1,279,102 +11%
Ameriprise
8
Ameriprise
Minnesota
$415M 12,011,883 +808,892 +7%
Bank of America
9
Bank of America
North Carolina
$360M 10,412,611 +5,223,770 +101%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$269M 7,792,895 +36,414 +0.5%
Northern Trust
11
Northern Trust
Illinois
$254M 7,350,808 -106,612 -1%
Franklin Resources
12
Franklin Resources
California
$231M 6,682,250 -381,509 -5%
Capital International Investors
13
Capital International Investors
California
$210M 6,088,761 -1,430,400 -19%
APG Asset Management
14
APG Asset Management
Netherlands
$189M 5,475,167 -50,690 -0.9%
Morgan Stanley
15
Morgan Stanley
New York
$184M 5,330,327 +935,588 +21%
AL
16
AJO LP
Pennsylvania
$182M 5,258,150 +162,080 +3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$181M 5,238,097 +282,266 +6%
American Century Companies
18
American Century Companies
Missouri
$180M 5,223,941 +1,148,593 +28%
Goldman Sachs
19
Goldman Sachs
New York
$174M 5,022,984 +1,337,245 +36%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$166M 4,814,238 +463,311 +11%
BG
21
BlackRock Group
United Kingdom
$165M 4,785,312 +115,628 +2%
MAA
22
Managed Account Advisors
New Jersey
$158M 4,579,223 +3,769,052 +465%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$157M 4,543,492 +281,136 +7%
JHIU
24
Janus Henderson Investors US
Colorado
$156M 4,503,671 +1,462,700 +48%
Capital World Investors
25
Capital World Investors
California
$148M 4,290,000 – –
1
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