Lument Finance Trust
35 hedge funds and large institutions have $21.1M invested in Lument Finance Trust in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
11% more capital invested
Capital invested by funds: $19M → $21.1M (+$2.13M)
9% more funds holding
Funds holding: 32 → 35 (+3)
0.33% more ownership
Funds ownership: 19.07% → 19.4% (+0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$158K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$63.8K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$56.3K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$47.1K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$25.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
CSS LLC
Chicago,
Illinois
|
-$24.2K |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$22K |
| 3 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
-$17.9K |
| 4 |
BlackRock
New York
|
-$6.31K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$1.45K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Nisa Investment Advisors
St. Louis,
Missouri
| $15.4K | – | – | – |
|
27
Morgan Stanley
New York
| $13K | – | – | – |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $8.66K | +$290 | +138 | +3% |
|
29
Barclays
London,
United Kingdom
| $7.9K | +$7.97K | +3,796 | New |
|
|
HI
30
Harbour Investments
Madison,
Wisconsin
| $6.04K | +$181 | +86 | +3% |
|
31
Fidelity Investments
Boston,
Massachusetts
| $1.14K | +$1.15K | +548 | New |
|
32
Wells Fargo
San Francisco,
California
| $1.03K | +$11 | +5 | +1% |
|
33
JP Morgan Chase
New York
| $79 | +$80 | +38 | New |
|
34
Bank of America
Charlotte,
North Carolina
| $2 | – | – | – |
|
|
CL
35
CSS LLC
Chicago,
Illinois
| – | -$24.2K | -12,762 | Closed |
|
|
36
LSV Asset Management
Chicago,
Illinois
| – | -$22K | -11,452 | Closed |
|
37
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -268 | Closed |
|
LFT Hedge Fund Activity: Q3 2023 in Review
35 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q3 2023, worth a combined $21.1M — up 11% from $19M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LFT positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Punch & Associates Investment Management, adding an estimated $158K. The largest seller was CSS LLC, exiting entirely with an estimated $24.2K sold.
- 35 institutional investors held Lument Finance Trust (LFT) as of Q3 2023, up from 32 in Q2 2023.
- Funds reported $21.1M of Lument Finance Trust stock for Q3 2023, up 11% quarter-over-quarter.
- 6 funds opened new Lument Finance Trust positions in Q3 2023 and 3 closed out, a net change of +3 holders.
- The largest Lument Finance Trust buyer in Q3 2023 was Punch & Associates Investment Management, an estimated $158K added.
- The largest Lument Finance Trust seller in Q3 2023 was CSS LLC, an estimated $24.2K sold.
Based on aggregated 13F filings for Q3 2023.