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LFT

Lument Finance Trust
LFT

30 hedge funds and large institutions have $27.2M invested in Lument Finance Trust in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

33.71% more ownership

Funds ownership: 0% → 33.71% (+34%)

Holders
30
Holders Change
+30
Holders Change %
–
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
XGI
XL Group Investments
Bermuda
+$11.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.26M
3
BPCM
Beach Point Capital Management
California
+$2.97M
4
WAM
Wolverine Asset Management
Illinois
+$2.83M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.93M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
XGI
1
XL Group Investments
Bermuda
$11.4M +$11.4M +3,340,780 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.27M +$3.26M +959,736 New
BPCM
3
Beach Point Capital Management
California
$2.98M +$2.97M +874,217 New
WAM
4
Wolverine Asset Management
Illinois
$2.83M +$2.83M +831,662 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.93M +$1.93M +567,153 New
PCA
6
PL Capital Advisors
Florida
$986K +$983K +289,010 New
EMG
7
Ellington Management Group
Connecticut
$916K +$914K +268,744 New
BlackRock
8
BlackRock
New York
$596K +$595K +174,895 New
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$570K +$569K +167,225 New
Invesco
10
Invesco
Georgia
$382K +$381K +112,069 New
CHAM
11
Clear Harbor Asset Management
Connecticut
$349K +$348K +102,250 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$285K +$285K +83,765 New
DLG
13
Daniel L. Goodwin
$171K +$170K +50,000 New
Northern Trust
14
Northern Trust
Illinois
$136K +$136K +40,036 New
PPA
15
Parametric Portfolio Associates
Washington
$91K +$90.9K +26,709 New
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$85K +$85.1K +25,029 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$47K +$46.7K +13,740 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$37K +$36.9K +10,846 New
TRCT
19
Tower Research Capital (TRC)
New York
$34K +$34.3K +10,087 New
Citigroup
20
Citigroup
New York
$32K +$32.7K +9,626 New
Morgan Stanley
21
Morgan Stanley
New York
$30K +$29.9K +8,780 New
UBS Group
22
UBS Group
Switzerland
$28K +$28.2K +8,281 New
FANJ
23
Financial Architects (New Jersey)
New Jersey
$16K +$15.7K +4,613 New
HI
24
Hudock Inc
Pennsylvania
$7K +$7.49K +2,203 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$3K +$3.4K +1,000 New
1
2

LFT Hedge Fund Activity: Q2 2018 in Review

30 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q2 2018, worth a combined $27.2M.

Buyers outnumbered sellers: 30 funds opened new LFT positions and 0 closed out — a net gain of 30 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was XL Group Investments, opening a new position worth an estimated $11.4M.

  • 30 institutional investors held Lument Finance Trust (LFT) as of Q2 2018, up from 0 in Q1 2018.
  • Funds reported $27.2M of Lument Finance Trust stock for Q2 2018.
  • 30 funds opened new Lument Finance Trust positions in Q2 2018 and 0 closed out, a net change of +30 holders.
  • The largest Lument Finance Trust buyer in Q2 2018 was XL Group Investments, an estimated $11.4M added.

Based on aggregated 13F filings for Q2 2018.