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LFT

Lument Finance Trust
LFT

34 hedge funds and large institutions have $19.3M invested in Lument Finance Trust in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

1.52% less ownership

Funds ownership: 43.33% → 41.82% (-1.5%)

6% less funds holding

Funds holding: 36 → 34 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

42% less capital invested

Capital invested by funds: $33.2M → $19.3M (-$13.9M)

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
11
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DAM
Deltec Asset Management
New York
+$594K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$343K
3
BlackRock
BlackRock
New York
+$180K
4
Renaissance Technologies
Renaissance Technologies
New York
+$94.9K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$92.2K

Top Sellers

Rank Fund Capital Flow
1
BPCM
Beach Point Capital Management
California
-$2.35M
2
KCM
Kennedy Capital Management
Missouri
-$945K
3
WAM
Wolverine Asset Management
Illinois
-$808K
4
AWM
AE Wealth Management
Kansas
-$275K
5
SS
Simplicity Solutions
Minnesota
-$272K
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$20K -$37.1K -13,111 -55%
Victory Capital Management
27
Victory Capital Management
Texas
$12K +$17.7K +6,238 New
Nisa Investment Advisors
28
Nisa Investment Advisors
Missouri
$11K +$5.21K +1,839 +45%
HI
29
Hudock Inc
Pennsylvania
$4K +$93 +33 +1%
EWM
30
EPG Wealth Management
Georgia
$4K +$6.18K +2,184 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1K -$674 -238 -32%
KCM
32
Kennedy Capital Management
Missouri
– -$945K -292,466 Closed
AWM
33
AE Wealth Management
Kansas
– -$275K -85,204 Closed
SS
34
Simplicity Solutions
Minnesota
– -$272K -84,210 Closed
TRCT
35
Tower Research Capital (TRC)
New York
– -$15.6K -5,522 -97%
CAM
36
ClariVest Asset Management
California
– -$9K -2,763 Closed
Deutsche Bank
37
Deutsche Bank
Germany
– -$6K -1,903 Closed
Bank of America
38
Bank of America
North Carolina
– -$3.16K -1,115 -89%
UBS Group
39
UBS Group
Switzerland
– -$2K -625 Closed
Wells Fargo
40
Wells Fargo
California
– +$337 +119 +11,900%
1
2

LFT Hedge Fund Activity: Q1 2020 in Review

34 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q1 2020, worth a combined $19.3M — down 42% from $33.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LFT and 5 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 11 added.

The largest buyer was Deltec Asset Management, adding an estimated $594K. The largest seller was Beach Point Capital Management, cutting an estimated $2.35M.

  • 34 institutional investors held Lument Finance Trust (LFT) as of Q1 2020, down from 36 in Q4 2019.
  • Funds reported $19.3M of Lument Finance Trust stock for Q1 2020, down 42% quarter-over-quarter.
  • 5 funds opened new Lument Finance Trust positions in Q1 2020 and 6 closed out, a net change of -1 holder.
  • The largest Lument Finance Trust buyer in Q1 2020 was Deltec Asset Management, an estimated $594K added.
  • The largest Lument Finance Trust seller in Q1 2020 was Beach Point Capital Management, an estimated $2.35M sold.

Based on aggregated 13F filings for Q1 2020.