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LFT

Lument Finance Trust

45 hedge funds and large institutions have $23M invested in Lument Finance Trust in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

10% more funds holding

Funds holding: 4145 (+4)

1.6% less ownership

Funds ownership: 19.91%18.31% (-1.6%)

11% less capital invested

Capital invested by funds: $25.9M → $23M (-$2.92M)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$46.8K -$91.4K -37,507 -66%
LSV Asset Management
27
LSV Asset Management
Illinois
$39K
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$36.5K +$11.9K +4,879 +47%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$27K +$27.4K +11,242 New
AT
30
Arlington Trust
Alabama
$26.4K
LSA
31
Lion Street Advisors
Texas
$25.7K
NA
32
NewEdge Advisors
Louisiana
$24K -$68 -28 -0.3%
JIR
33
James Investment Research
Ohio
$24K
Nisa Investment Advisors
34
Nisa Investment Advisors
Missouri
$18.4K
TRCT
35
Tower Research Capital (TRC)
New York
$13K -$2.75K -1,128 -17%
Wells Fargo
36
Wells Fargo
California
$10.1K -$5.91K -2,425 -37%
UBS Group
37
UBS Group
Switzerland
$9.96K +$10.1K +4,151 New
Morgan Stanley
38
Morgan Stanley
New York
$8.08K -$7.3K -2,994 -47%
HI
39
Harbour Investments
Wisconsin
$7.62K +$214 +88 +3%
JP Morgan Chase
40
JP Morgan Chase
New York
$6.83K +$3.34K +1,369 +93%
OLVIG
41
Oliver Lagore Vanvalin Investment Group
Michigan
$2.4K +$2.44K +1,000 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$1.88K +$1.48K +607 +345%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1K +$1.33K +546 New
Bank of America
44
Bank of America
North Carolina
$886 -$6.59K -2,703 -88%
XT
45
XTX Topco
Cayman Islands
-$31.1K -12,473 Closed
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
-$21.5K -8,646 Closed
OPTFSNA
47
Old Point Trust & Financial Services N A
Virginia
-$1.25K -500 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
-$473 -194 Closed

LFT Hedge Fund Activity: Q2 2024 in Review

45 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q2 2024, worth a combined $23M — down 11% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LFT positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Melia Wealth, adding an estimated $818K. The largest seller was PL Capital Advisors, cutting an estimated $2.61M.

  • 45 institutional investors held Lument Finance Trust (LFT) as of Q2 2024, up from 41 in Q1 2024.
  • Funds reported $23M of Lument Finance Trust stock for Q2 2024, down 11% quarter-over-quarter.
  • 8 funds opened new Lument Finance Trust positions in Q2 2024 and 4 closed out, a net change of +4 holders.
  • The largest Lument Finance Trust buyer in Q2 2024 was Melia Wealth, an estimated $818K added.
  • The largest Lument Finance Trust seller in Q2 2024 was PL Capital Advisors, an estimated $2.61M sold.

Based on aggregated 13F filings for Q2 2024.