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LFT

Lument Finance Trust
LFT

39 hedge funds and large institutions have $33.9M invested in Lument Finance Trust in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

8% more capital invested

Capital invested by funds: $31.3M → $33.9M (+$2.59M)

4.09% more ownership

Funds ownership: 37.83% → 41.92% (+4.1%)

0% more funds holding

Funds holding: 39 → 39 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$1.65M
2
KCM
Kennedy Capital Management
Missouri
+$1.31M
3
LSV Asset Management
LSV Asset Management
Illinois
+$404K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$155K
5
AWM
AE Wealth Management
Kansas
+$131K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$463K
2
AC
Almitas Capital
California
-$137K
3
Renaissance Technologies
Renaissance Technologies
New York
-$69.5K
4
Deutsche Bank
Deutsche Bank
Germany
-$69.3K
5
Citigroup
Citigroup
New York
-$20.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$81K -$69.5K -20,225 -46%
Deutsche Bank
27
Deutsche Bank
Germany
$80K -$69.3K -20,172 -46%
PPA
28
Parametric Portfolio Associates
Washington
$65K +$213 +62 +0.3%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$46K – – –
Charles Schwab
30
Charles Schwab
California
$45K – – –
Citadel Advisors
31
Citadel Advisors
Florida
$45K +$45.8K +13,332 New
Citigroup
32
Citigroup
New York
$12K -$20.8K -6,045 -63%
CAM
33
ClariVest Asset Management
California
$9K -$5.05K -1,471 -35%
HI
34
Hudock Inc
Pennsylvania
$7K +$93 +27 +1%
Nisa Investment Advisors
35
Nisa Investment Advisors
Missouri
$7K +$3.14K +913 +83%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$3K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2K – – –
UBS Group
38
UBS Group
Switzerland
$2K – – –
Bank of America
39
Bank of America
North Carolina
$1K – – –
TRCT
40
Tower Research Capital (TRC)
New York
– -$5K -1,538 Closed
LFA
41
Legacy Financial Advisors
Kentucky
– -$2K -563 Closed
Wells Fargo
42
Wells Fargo
California
– -$3 -1 Closed
1
2

LFT Hedge Fund Activity: Q2 2019 in Review

39 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q2 2019, worth a combined $33.9M — up 8.3% from $31.3M a quarter earlier.

Fund positioning in LFT was balanced in Q2 2019: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 7 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $1.65M. The largest seller was Wolverine Asset Management, cutting an estimated $463K.

  • 39 institutional investors held Lument Finance Trust (LFT) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $33.9M of Lument Finance Trust stock for Q2 2019, up 8.3% quarter-over-quarter.
  • 4 funds opened new Lument Finance Trust positions in Q2 2019 and 4 closed out, a net change of 0 holders.
  • The largest Lument Finance Trust buyer in Q2 2019 was Punch & Associates Investment Management, an estimated $1.65M added.
  • The largest Lument Finance Trust seller in Q2 2019 was Wolverine Asset Management, an estimated $463K sold.

Based on aggregated 13F filings for Q2 2019.