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LFT

Lument Finance Trust
LFT

39 hedge funds and large institutions have $31.3M invested in Lument Finance Trust in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

19% more capital invested

Capital invested by funds: $26.2M → $31.3M (+$5.05M)

18% more funds holding

Funds holding: 33 → 39 (+6)

0.88% less ownership

Funds ownership: 38.71% → 37.83% (-0.88%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
6
Reduced
8
Closed
4
Calls
$35K
Puts
–
Net Calls
+$35K
Net Calls Change
+$6K

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$592K
2
Deutsche Bank
Deutsche Bank
Germany
+$149K
3
Renaissance Technologies
Renaissance Technologies
New York
+$149K
4
SS
Simplicity Solutions
Minnesota
+$127K
5
AWM
AE Wealth Management
Kansas
+$109K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$672K
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$612K
3
Invesco
Invesco
Georgia
-$363K
4
AC
Almitas Capital
California
-$102K
5
TRCT
Tower Research Capital (TRC)
New York
-$87.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$47K -$1.31K -387 -3%
Charles Schwab
27
Charles Schwab
California
$46K +$44.2K +13,059 New
Citigroup
28
Citigroup
New York
$33K – – –
CAM
29
ClariVest Asset Management
California
$15K +$14.3K +4,234 New
HI
30
Hudock Inc
Pennsylvania
$7K +$85 +25 +1%
TRCT
31
Tower Research Capital (TRC)
New York
$5K -$87.4K -25,807 -94%
Nisa Investment Advisors
32
Nisa Investment Advisors
Missouri
$4K +$3.74K +1,105 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$3K – – –
UBS Group
34
UBS Group
Switzerland
$2K -$5.64K -1,665 -73%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2K – – –
LFA
36
Legacy Financial Advisors
Kentucky
$2K +$1.91K +563 New
Bank of America
37
Bank of America
North Carolina
$1K – – –
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
– -$612K -213,895 Closed
Invesco
39
Invesco
Georgia
– -$363K -126,776 Closed
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
– -$26K -8,965 Closed
Group One Trading
41
Group One Trading
Illinois
– -$20K -5,900 Closed
1
2

LFT Hedge Fund Activity: Q1 2019 in Review

39 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q1 2019, worth a combined $31.3M — up 19% from $26.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LFT positions and 4 closed out — a net gain of 6 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $592K. The largest seller was Wolverine Asset Management, cutting an estimated $672K.

  • 39 institutional investors held Lument Finance Trust (LFT) as of Q1 2019, up from 33 in Q4 2018.
  • Funds reported $31.3M of Lument Finance Trust stock for Q1 2019, up 19% quarter-over-quarter.
  • 10 funds opened new Lument Finance Trust positions in Q1 2019 and 4 closed out, a net change of +6 holders.
  • The largest Lument Finance Trust buyer in Q1 2019 was Punch & Associates Investment Management, an estimated $592K added.
  • The largest Lument Finance Trust seller in Q1 2019 was Wolverine Asset Management, an estimated $672K sold.

Based on aggregated 13F filings for Q1 2019.