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LFT

Lument Finance Trust

38 hedge funds and large institutions have $23.7M invested in Lument Finance Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

12% more capital invested

Capital invested by funds: $21.1M → $23.7M (+$2.63M)

9% more funds holding

Funds holding: 3538 (+3)

0.07% more ownership

Funds ownership: 19.4%19.47% (+0.07%)

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
26
Arlington Trust
Alabama
$25.6K +$22.9K +11,000 New
LSA
27
Lion Street Advisors
Texas
$24.9K
CA
28
Cetera Advisors
Colorado
$24.9K
JIR
29
James Investment Research
Ohio
$23.3K
Nisa Investment Advisors
30
Nisa Investment Advisors
Missouri
$17.3K
Wells Fargo
31
Wells Fargo
California
$15.4K +$12.7K +6,114 +1,230%
TRCT
32
Tower Research Capital (TRC)
New York
$11.7K +$1.79K +859 +21%
HI
33
Harbour Investments
Wisconsin
$6.99K +$198 +95 +3%
JP Morgan Chase
34
JP Morgan Chase
New York
$2.23K +$1.91K +918 +2,416%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$410 -$775 -372 -68%
Bank of America
36
Bank of America
North Carolina
$49 +$42 +20 +2,000%
JIC
37
Johnson Investment Counsel
Ohio
-$170K -81,613 Closed
VF
38
Virtu Financial
New York
-$21K -10,012 Closed
Citigroup
39
Citigroup
New York
-$18.3K -8,808 Closed
Barclays
40
Barclays
United Kingdom
-$7.9K -3,796 Closed
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
+$269 +129 New

LFT Hedge Fund Activity: Q4 2023 in Review

38 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q4 2023, worth a combined $23.7M — up 12% from $21.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LFT positions and 4 closed out — a net gain of 3 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $320K. The largest seller was PL Capital Advisors, cutting an estimated $299K.

  • 38 institutional investors held Lument Finance Trust (LFT) as of Q4 2023, up from 35 in Q3 2023.
  • Funds reported $23.7M of Lument Finance Trust stock for Q4 2023, up 12% quarter-over-quarter.
  • 7 funds opened new Lument Finance Trust positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest Lument Finance Trust buyer in Q4 2023 was Renaissance Technologies, an estimated $320K added.
  • The largest Lument Finance Trust seller in Q4 2023 was PL Capital Advisors, an estimated $299K sold.

Based on aggregated 13F filings for Q4 2023.