Lument Finance Trust
29 hedge funds and large institutions have $20M invested in Lument Finance Trust in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
6% more capital invested
Capital invested by funds: $18.8M → $20M (+$1.14M)
4% more funds holding
Funds holding: 28 → 29 (+1)
0.05% less ownership
Funds ownership: 18.96% → 18.91% (-0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$169K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$26.7K |
| 3 |
LSA
Lion Street Advisors
Austin,
Texas
|
+$22.2K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$10.3K |
| 5 |
BlackRock
New York
|
+$4.94K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
CSS LLC
Chicago,
Illinois
|
-$138K |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$98.2K |
| 3 |
Millennium Management
New York
|
-$29K |
| 4 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
-$23.3K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.77K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $3.15K | +$1.93K | +929 | +148% |
|
27
Wells Fargo
San Francisco,
California
| $974 | +$6 | +3 | +0.6% |
|
|
SSB
28
Sandy Spring Bank
Olney,
Maryland
| $493 | +$15 | +7 | +3% |
|
29
Bank of America
Charlotte,
North Carolina
| $2 | -$77 | -37 | -97% |
|
|
30
Millennium Management
New York
| – | -$29K | -15,349 | Closed |
|
LFT Hedge Fund Activity: Q1 2023 in Review
29 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q1 2023, worth a combined $20M — up 6% from $18.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LFT positions and 1 closed out — a net gain of 1 holder — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Punch & Associates Investment Management, adding an estimated $169K. The largest seller was CSS LLC, cutting an estimated $138K.
- 29 institutional investors held Lument Finance Trust (LFT) as of Q1 2023, up from 28 in Q4 2022.
- Funds reported $20M of Lument Finance Trust stock for Q1 2023, up 6% quarter-over-quarter.
- 2 funds opened new Lument Finance Trust positions in Q1 2023 and 1 closed out, a net change of +1 holder.
- The largest Lument Finance Trust buyer in Q1 2023 was Punch & Associates Investment Management, an estimated $169K added.
- The largest Lument Finance Trust seller in Q1 2023 was CSS LLC, an estimated $138K sold.
Based on aggregated 13F filings for Q1 2023.