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LFT

Lument Finance Trust

48 hedge funds and large institutions have $24.5M invested in Lument Finance Trust in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more funds holding

Funds holding: 4548 (+3)

7% more capital invested

Capital invested by funds: $23M → $24.5M (+$1.52M)

0.2% more ownership

Funds ownership: 18.31%18.52% (+0.2%)

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$60.8K
Cerity Partners
27
Cerity Partners
New York
$59.3K
Prudential Financial
28
Prudential Financial
New Jersey
$52.1K
ACM
29
Aster Capital Management
United Arab Emirates
$51.8K +$51.7K +20,490 New
Citadel Advisors
30
Citadel Advisors
Florida
$37.6K -$133K -52,595 -78%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$36.5K +$36.4K +14,421 New
PAS
32
Point72 Asia (Singapore)
Singapore
$32.3K +$32.3K +12,779 New
SEI Investments
33
SEI Investments
Pennsylvania
$28.5K -$28.7K -11,382 -50%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$28.3K +$227 +90 +0.8%
AT
35
Arlington Trust
Alabama
$27.8K
LSA
36
Lion Street Advisors
Texas
$27.1K
Nisa Investment Advisors
37
Nisa Investment Advisors
Missouri
$26.1K +$6.5K +2,576 +35%
JIR
38
James Investment Research
Ohio
$25.3K
UBS Group
39
UBS Group
Switzerland
$10.5K +$3 +1 +0%
HI
40
Harbour Investments
Wisconsin
$8.28K +$247 +98 +3%
Morgan Stanley
41
Morgan Stanley
New York
$7.22K -$1.29K -510 -15%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$2.13K +$151 +60 +8%
Bank of America
43
Bank of America
North Carolina
$1.11K +$177 +70 +19%
TRCT
44
Tower Research Capital (TRC)
New York
$880 -$12.8K -5,072 -94%
JP Morgan Chase
45
JP Morgan Chase
New York
$703 -$6.48K -2,568 -90%
PCMC
46
Planning Capital Management Corporation
Pennsylvania
$640 +$639 +253 New
Wells Fargo
47
Wells Fargo
California
$488 -$10.1K -3,999 -95%
Millennium Management
48
Millennium Management
New York
-$225K -93,725 Closed
VA
49
Vident Advisory
Georgia
-$58.2K -24,231 Closed
ECM
50
ExodusPoint Capital Management
New York
-$56K -23,380 Closed

LFT Hedge Fund Activity: Q3 2024 in Review

48 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q3 2024, worth a combined $24.5M — up 6.6% from $23M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LFT positions and 6 closed out — a net gain of 3 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Melia Wealth, adding an estimated $431K. The largest seller was Deltec Asset Management, cutting an estimated $270K.

  • 48 institutional investors held Lument Finance Trust (LFT) as of Q3 2024, up from 45 in Q2 2024.
  • Funds reported $24.5M of Lument Finance Trust stock for Q3 2024, up 6.6% quarter-over-quarter.
  • 9 funds opened new Lument Finance Trust positions in Q3 2024 and 6 closed out, a net change of +3 holders.
  • The largest Lument Finance Trust buyer in Q3 2024 was Melia Wealth, an estimated $431K added.
  • The largest Lument Finance Trust seller in Q3 2024 was Deltec Asset Management, an estimated $270K sold.

Based on aggregated 13F filings for Q3 2024.