Lument Finance Trust
32 hedge funds and large institutions have $24.5M invested in Lument Finance Trust in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.
2% more capital invested
Capital invested by funds: $24M → $24.5M (+$527K)
0% more funds holding
Funds holding: 32 → 32 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.23% less ownership
Funds ownership: 36.33% → 36.1% (-0.23%)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $89K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$198K |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$101K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$26.5K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$20.8K |
| 5 |
Nisa Investment Advisors
St. Louis,
Missouri
|
+$9.01K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$195K |
| 2 |
BlackRock
New York
|
-$112K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$52.1K |
| 4 |
Millennium Management
New York
|
-$38.2K |
| 5 |
Renaissance Technologies
New York
|
-$36.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
26
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $10K | -$1.76K | -716 | -16% |
|
|
HI
27
Hudock Inc
Williamsport,
Pennsylvania
| $4K | +$116 | +47 | +3% |
|
|
SSB
28
Sandy Spring Bank
Olney,
Maryland
| $1K | +$493 | +200 | New |
|
|
29
Millennium Management
New York
| $41 | -$38.2K | -15,495 | -51% |
|
30
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$27K | -10,309 | Closed |
|
31
UBS Group
Zurich,
Switzerland
| – | -$17K | -6,415 | Closed |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| – | -$9K | -3,364 | Closed |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$7K | -2,603 | Closed |
|
34
Wells Fargo
San Francisco,
California
| – | -$12 | -5 | -4% |
|
35
JP Morgan Chase
New York
| – | +$2 | +1 | +8% |
|
36
Bank of America
Charlotte,
North Carolina
| – | +$246 | +100 | New |
|
LFT Hedge Fund Activity: Q3 2020 in Review
32 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q3 2020, worth a combined $24.5M — up 2.2% from $24M a quarter earlier.
Fund positioning in LFT was balanced in Q3 2020: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 9 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $198K. The largest seller was Punch & Associates Investment Management, cutting an estimated $195K.
- 32 institutional investors held Lument Finance Trust (LFT) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $24.5M of Lument Finance Trust stock for Q3 2020, up 2.2% quarter-over-quarter.
- 4 funds opened new Lument Finance Trust positions in Q3 2020 and 4 closed out, a net change of 0 holders.
- The largest Lument Finance Trust buyer in Q3 2020 was Fidelity Investments, an estimated $198K added.
- The largest Lument Finance Trust seller in Q3 2020 was Punch & Associates Investment Management, an estimated $195K sold.
Based on aggregated 13F filings for Q3 2020.