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Lumen
LUMN

Overview Fund Activity

616 hedge funds and large institutions have $9.78B invested in Lumen in 2015 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 200 increasing their positions, 258 reducing their positions, and 58 closing their positions.

Holders
616
Holders Change
+15
Holders Change %
+2.5%
% of All Funds
16.18%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
78
Increased
200
Reduced
258
Closed
58
Calls
$160M
Puts
$244M
Net Calls
-$84.2M
Net Calls Change
+$12.7M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$465M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$869M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$172M
4
EVM
4
Eaton Vance Management
Massachusetts
$31.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$110M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$793K
2
JHIU
2
Janus Henderson Investors US
Colorado
$10.2M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.21B
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$978K
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$594K
Name Market Value Shares Shares
Change 		Shares
Change %
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.21B 48,149,891 -1,395,695 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$869M 34,532,950 +1,522,599 +5%
State Street
3
State Street
Massachusetts
$769M 30,545,540 +459,420 +2%
Bank of America
4
Bank of America
North Carolina
$486M 19,334,022 -683,103 -3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$465M 18,482,346 +3,894,574 +27%
BIT
6
BlackRock Institutional Trust
California
$368M 14,635,650 -187,497 -1%
BFA
7
BlackRock Fund Advisors
California
$368M 14,623,265 +872,342 +6%
EIP
8
Epoch Investment Partners
New York
$279M 11,093,659 -250,124 -2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$185M 7,355,482 -442,213 -6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$172M 6,818,705 +1,287,296 +23%
Northern Trust
11
Northern Trust
Illinois
$170M 6,744,871 -476,450 -7%
American Century Companies
12
American Century Companies
Missouri
$164M 6,518,459 -688,992 -10%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$127M 5,054,807 -135,305 -3%
APG Asset Management
14
APG Asset Management
Netherlands
$124M 4,922,679 -343,200 -7%
Morgan Stanley
15
Morgan Stanley
New York
$122M 4,844,314 +707,280 +17%
BG
16
BlackRock Group
United Kingdom
$121M 4,807,707 +14,403 +0.3%
Ameriprise
17
Ameriprise
Minnesota
$118M 4,670,091 -366,373 -7%
Capital International Investors
18
Capital International Investors
California
$110M 4,388,761 – –
Fidelity Investments
19
Fidelity Investments
Massachusetts
$110M 4,379,209 +1,148,187 +36%
Goldman Sachs
20
Goldman Sachs
New York
$97.6M 3,877,899 +1,093,409 +39%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$88.6M 3,522,397 +51,443 +1%
Allianz Asset Management
22
Allianz Asset Management
Germany
$88.5M 3,506,573 +447,352 +15%
Invesco
23
Invesco
Georgia
$82.7M 3,285,145 -273,281 -8%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$80.5M 3,199,684 -127,701 -4%
Legal & General Group
25
Legal & General Group
United Kingdom
$79.2M 3,147,981 +26,677 +0.9%
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