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LFT

Lument Finance Trust
LFT

31 hedge funds and large institutions have $26.4M invested in Lument Finance Trust in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

1.49% more ownership

Funds ownership: 19.48% → 20.97% (+1.5%)

5% less capital invested

Capital invested by funds: $27.9M → $26.4M (-$1.46M)

11% less funds holding

Funds holding: 35 → 31 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
31
Holders Change
-4
Holders Change %
-11.43%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
6
Closed
8
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$3K

Top Buyers

Rank Fund Capital Flow
1
PCA
PL Capital Advisors
Florida
+$1.92M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$790K
3
State Street
State Street
Massachusetts
+$100K
4
BlackRock
BlackRock
New York
+$66.6K
5
SW
SVB Wealth
Massachusetts
+$58.5K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$331K
2
Renaissance Technologies
Renaissance Technologies
New York
-$228K
3
Millennium Management
Millennium Management
New York
-$208K
4
MFA
Morling Financial Advisors
California
-$78K
5
Citadel Advisors
Citadel Advisors
Florida
-$55K
Name Holding Trade Value Shares
Change 		Change in
Stake
Axa
1
Axa
France
$7.93M -$26.4K -10,230 -0.3%
PAIM
2
Punch & Associates Investment Management
Minnesota
$4.1M -$2.28K -885 -0.1%
PCA
3
PL Capital Advisors
Florida
$3.75M +$1.92M +745,180 +90%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.17M +$790K +306,711 +30%
DAM
5
Deltec Asset Management
New York
$1.97M – – –
BI
6
Bulldog Investors
New Jersey
$1.24M – – –
Osaic Holdings
7
Osaic Holdings
Arizona
$881K +$3.4K +1,320 +0.4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$743K +$6.66K +2,584 +0.8%
CHAM
9
Clear Harbor Asset Management
Connecticut
$723K +$32.7K +12,710 +9%
BlackRock
10
BlackRock
New York
$479K +$66.6K +25,850 +15%
CL
11
CSS LLC
Illinois
$274K – – –
LSV Asset Management
12
LSV Asset Management
Illinois
$219K – – –
State Street
13
State Street
Massachusetts
$201K +$100K +38,898 +89%
Northern Trust
14
Northern Trust
Illinois
$167K +$4.24K +1,644 +2%
Millennium Management
15
Millennium Management
New York
$110K -$208K -80,887 -64%
Morgan Stanley
16
Morgan Stanley
New York
$89K +$5.53K +2,147 +6%
Marshall Wace
17
Marshall Wace
United Kingdom
$72K -$50.6K -19,644 -39%
Charles Schwab
18
Charles Schwab
California
$58K – – –
SW
19
SVB Wealth
Massachusetts
$54K +$58.5K +22,715 New
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$44K +$47.6K +18,460 New
WCM
21
Wallace Capital Management
Texas
$41K +$912 +354 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$26K +$698 +271 +3%
CA
23
Cetera Advisors
Colorado
$25K – – –
Nisa Investment Advisors
24
Nisa Investment Advisors
Missouri
$18K -$11.1K -4,315 -37%
UBS Group
25
UBS Group
Switzerland
$16K +$17.7K +6,856 New
1
2

LFT Hedge Fund Activity: Q2 2022 in Review

31 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q2 2022, worth a combined $26.4M — down 5.2% from $27.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LFT and 4 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 14 added.

The largest buyer was PL Capital Advisors, adding an estimated $1.92M. The largest seller was Citigroup, exiting entirely with an estimated $331K sold.

  • 31 institutional investors held Lument Finance Trust (LFT) as of Q2 2022, down from 35 in Q1 2022.
  • Funds reported $26.4M of Lument Finance Trust stock for Q2 2022, down 5.2% quarter-over-quarter.
  • 4 funds opened new Lument Finance Trust positions in Q2 2022 and 8 closed out, a net change of -4 holders.
  • The largest Lument Finance Trust buyer in Q2 2022 was PL Capital Advisors, an estimated $1.92M added.
  • The largest Lument Finance Trust seller in Q2 2022 was Citigroup, an estimated $331K sold.

Based on aggregated 13F filings for Q2 2022.