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LFT

Lument Finance Trust

49 hedge funds and large institutions have $24.6M invested in Lument Finance Trust in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

2% more funds holding

Funds holding: 4849 (+1)

0% more capital invested

Capital invested by funds: $24.5M → $24.6M (+$83.4K)

0.31% less ownership

Funds ownership: 18.52%18.2% (-0.31%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% 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
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$60.4K
ACM
27
Aster Capital Management
United Arab Emirates
$52.9K
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$48.5K +$48.2K +18,801 New
YIH
29
Y-Intercept (HK)
Hong Kong
$47.7K +$47.4K +18,505 New
Raymond James Financial
30
Raymond James Financial
Florida
$47.6K +$47.3K +18,466 New
Citadel Advisors
31
Citadel Advisors
Florida
$32.8K -$5.52K -2,155 -14%
PAS
32
Point72 Asia (Singapore)
Singapore
$30.6K -$2.3K -899 -7%
AT
33
Arlington Trust
Alabama
$28.4K
LSA
34
Lion Street Advisors
Texas
$27.6K
Nisa Investment Advisors
35
Nisa Investment Advisors
Missouri
$27.5K
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$26K -$50.3K -19,637 -66%
JIR
37
James Investment Research
Ohio
$25.8K
Barclays
38
Barclays
United Kingdom
$24.4K -$97.3K -37,995 -80%
Morgan Stanley
39
Morgan Stanley
New York
$8.89K +$1.51K +591 +21%
HI
40
Harbour Investments
Wisconsin
$8.7K +$261 +102 +3%
CSS
41
Cubist Systematic Strategies
Connecticut
$3.61K +$3.59K +1,400 New
CAL
42
Capital Advisors Ltd
Ohio
$3K +$2.96K +1,154 +1,143%
Wells Fargo
43
Wells Fargo
California
$2.08K +$1.57K +614 +318%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$1.79K -$384 -150 -18%
GT
45
Glenmede Trust
Pennsylvania
$1.05K -$85.4K -33,341 -99%
PD
46
Point72 (DIFC)
United Arab Emirates
$1.03K +$1.02K +400 New
Bank of America
47
Bank of America
North Carolina
$880 -$251 -98 -22%
UBS Group
48
UBS Group
Switzerland
$209 -$10.4K -4,071 -98%
JP Morgan Chase
49
JP Morgan Chase
New York
$188 -$525 -205 -74%
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$66.3K -26,198 Closed

LFT Hedge Fund Activity: Q4 2024 in Review

49 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q4 2024, worth a combined $24.6M — up 0.34% from $24.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LFT positions and 5 closed out — a net gain of 3 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $491K. The largest seller was PL Capital Advisors, cutting an estimated $579K.

  • 49 institutional investors held Lument Finance Trust (LFT) as of Q4 2024, up from 48 in Q3 2024.
  • Funds reported $24.6M of Lument Finance Trust stock for Q4 2024, up 0.34% quarter-over-quarter.
  • 8 funds opened new Lument Finance Trust positions in Q4 2024 and 5 closed out, a net change of +3 holders.
  • The largest Lument Finance Trust buyer in Q4 2024 was Susquehanna International Group, an estimated $491K added.
  • The largest Lument Finance Trust seller in Q4 2024 was PL Capital Advisors, an estimated $579K sold.

Based on aggregated 13F filings for Q4 2024.